BIO Business Intelligence for Microsoft Dynamics: From P&L to Variance Analysis in 60 Seconds
Video Transcript. Return to the Home page.
Sandi: BIO Business Intelligence for Microsoft Dynamics allows even your most non-technical users to begin ad hoc analysis in minutes. Starting with an out-of-the-box P&L statement, watch as BIO’s president and founder, Dan Schwartz, works his way to a consolidating P&L by market segment and then to a year-over-year variance analysis in about one minute with just a few clicks.
Dan: Keep your eye on the $31 million year-to-date total revenue as of October 2012. If I want to filter this report and only look at it for a particular market segment, like institutional, I click institutional. I now have $8 million in sales. If I want to look at this view and look at my markets or my account segments going across, I still see my $31 million. I could look at my markets. I now have a consolidating statement. There’s my $8 million for institutional, totaling to the $31 million. If I want to look at this same thing but instead of looking at just year-to-date, I want to see year-to-date and prior year-to-date, I can simply pull that down and I can flag year-to-date and prior year-to-date. I’ve now got my two periods. I might want to add in a variance so I could simply go to my in-grid calculator. I’m going to add in a brand new member over here and I can use a built-in function or do the math, either one. That’s the variance and I’m just going to say year-to-date and prior year-to-date and now I just created a new function and I see it went up $7 million in revenue.
Sandi: Want to see more? Give us a call at 203.327.0800 or Contact Us.
