ElegantJ BI - Business Intelligence for Tally®
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Transcript of ElegantJ BI - Business Intelligence for Tally®
ElegantJBI-Business Intelligence for Tally® 1www.ElegantJBI.com
ElegantJBI-Business Intelligence for Tally® Take a next step in your journey- Move from data to intelligence
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Challenges & Solution
ChallengesNever ending need for new reports
Stakeholders and partners demanding spreadsheets and reports in new formats
No access to data or information while away from office
No integration with other systems and spreadsheets, so no consolidated snapshot
view
Worried about security and accuracy of data and reports
Dependence on third party for reports
High cost of maintenance and development of reports
Difficult to implement performance driven culture to take your organization to next
level
A Complete Business Intelligence Solution for
Tally®
Comes ready with pre built, ready dashboards, KPI and
reports
Ready with critical monitoring of business
parameters and performance indicators
Ready to design any report, any dashboard or KPI as per your business need without
help of programmers
The Solution
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Financial Snapshot
•Consolidate multi company, multi years in one snapshot view•View Snapshots, notice exceptions and take corrective actions •Focus on top receivables and payables and their movements •View consolidated bank and OD positions•Filter by time series, company name, and drill down for more details
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Financial KPIs
•Analyze major financial KPIs on a single screenshot•Focus on trends, improvements and declines•Track numbers & Percentages
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Receivable & Payable
• Analyze payables and receivables with Ageing Analysis by bill date and due date for past as well as future
• Focus on top payables and receivables, drill down up to voucher level if needed
• View consolidated as well as account wise positions and movements
Drill down with bill details
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Profit & Loss • Consolidated snapshot
view of multiple companies
• View trends and notice exceptions
• Drill down by time series – year, quarter, month and more detailed level
• Drill down and go into the details with graphical mining
Drill down on Sales Accounts
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Balance Sheet• Consolidated multi-company balance sheet with drill down
by accounts and time series • Deep Dive into Balance sheet upto Ledger level and month
level• Graphical view of month on month stock position with trend
line of moving average to identify trends and areas of improvement in stock position
Drill down on Current Assets
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Cost Centre
•Interactive Graphical data mining for cost centre category distribution and then drill down to cost centre accounts and ledgers
•Identify trends, spending, and allocations and optimize it as needed
•Filter by company name, time series, account types for quick analysis of cost centres by different perspective
Drill down on Marketing & Sales Expenses Cost Centre
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Ratio Analysis
Deep dive from Year – Quarter - Month
• Various Ratios available like Liquid Ratio, Inventory Ratio, Gross Profit Ratio, Operating Cost, Average Debtor Days, Average Creditor Days, Quick Ratio and Net Profit Ratio
• Drill down on time series to identify performance in each period, view trends, and make comparisons
• Filter by company name and time series for ratio analysis by different perspectives
• Convert tabular to graph representation on the fly
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Bill Tracking
• Bill to Bill transactions tracking with payment and receipts
• Quickly filter by party, transaction detail, transaction type, transaction date for quick and easy access to these details on finger tip
• Multi-Company sales track on single screen
Party & Entity filter
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Sales KPIs
•Monitor sales, adjust targets to forecast sales with Sales KPIs•Analyze sales by product, SKU, demographic region, company etc•Analyze Profit Margin in comparison to Sales
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Sales Dashboard
• Consolidate and analyze multi company, multi year sales by State, Product, Product Category, Customers and time series
• Compare the growth from previous year, previous year till date, month till date• Identify low and high growth areas, product categories and products with spotlighters
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Sales Distribution
• Consolidate and analyze multi company sales and understand where the sales is coming from
• Identify products, customers and regions with high and low contributions to your sales
• Drill down at more granular levels and understand patterns of your sales distribution
Drill down on Job Work
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Sales Performance & Estimate
•Project your sales of the year based on your sales performance so far•Identify areas which are growing well and areas which need attention to meet your sales estimates•Understand your sales record so far and your estimated sales by product categories, products, customers, states, and drill down to more granular level
• Analyse sales growth in % product group wise, product wise, state wise
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Deep dive analysis for informed sales estimation and it’s review
Sales Contribution
• Consolidate and analyze multi company sales and understand where the sales is coming from• Drill down at more granular levels and understand patterns of your sales contribution
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Top Bottom Analysis
• Identify your Top-n and Bottom-n Products, Customers and States and focus on them to improve your sales performance
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Purchase KPIs
• Consolidate purchase with multi-company, multi-store interface• Filter by company, store, products and time series and see monthly, quarterly, yearly trends of
purchase• Identify rate movements and link it to period and volume of purchase
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Purchase Distribution
•Drill down to granular level to understand underlying granular data
Drill down on Maharastra state
• Understand your purchase distribution by products, stores and vendors
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Inventory Trend
Drill down on Semi Finished Products
• Understand your overall inventory position and trends• Filter by company name, products, stores and time series• Identify inventory trends by various perspectives and areas of improvement• Identify inventory distribution among various products and stores and take corrective actions to optimise your inventory levels across all stores
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Inventory Analysis
• Identify monthly trend of inventory against sales for products to identify overstock and understock items
• Analyze godown wise stock and days in stock
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The Opportunity
•Save money and end reliance on any third party for reports
•Get started with one day implementation and training
•Effectively manage and monitor your business through accurate data and snapshot view of consolidated data from various applications and spreadsheets
•Self-serving BI environment, create your dashboards, reports and KPIs on your own, without need of any programmers or third party consultants
Explore visual data mining (deep
diving); drill down, drill
through, slice and dice your data in
tabular and graphs format
Use cutting edge Business
Intelligence software
powered by power features
like KPI analytics and Deep Dive to
run your business
Implement performance
driven culture in your
organization and be ready for the
next stage
Access your data anywhere,
anytime on your desktops,
laptops, tablets and smart
phones
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Contact Us
Sales, Partnership and Support :For any sales, licensing or partnership related inquiries:Email: [email protected]: [email protected]
ElegantJBI –Business Intelligence-for-Tally® – Version 1.1 Published 2015Copyright © Elegant MicroWeb Technologies Pvt. Ltd (EMTPL), all rights reserved
This presentation contains information that is proprietary and confidential to EMTPL, which shall not be disclosed, transmitted, or duplicated, used in whole or in part for any purpose other than its intended purpose. Any use or disclosure in whole or in part of this information without express written permission of EMTPL is prohibited.Any other company and product names mentioned are used for identification purpose only, and may be trademarks of their respective owners and duly acknowledged
For More Information Contact:Elegant MicroWeb A-305 Shapath IV, Opp. Karnavati Club, S. G. Highway, Ahmedabad- 380051 (India) Email: [email protected]: www.ElegantJBI.com