BIO Business Intelligence enables the creation of well-constructed dashboards for Microsoft Dynamics and other data sources that give you all the information you need to keep tabs on your business in one place. A dashboard requires clear and succinct presentation of relevant and actionable information that enables quicker and more informed decision making. BIO lets you pull the data from multiple data sources, aggregate it in any way that makes sense, show trends and comparisons at a glance, create “traffic lights” for out-of-range data, and provide access to the detailed data with just a click.
Secure, Role-based Dashboards
Once you determine what data you need to help you stay on track with your goals, you can create dashboards tailored to individual roles within the company, featuring role-specific key performance indicators (KPIs), financial trends, and operational data with alerts for out-of-range performance. To understand what is meant by role-based, consider revenue. Financial analysts may need to see monthly revenue compared to last year’s, sales management may want to see year-to-date regional sales compared to budget, and the sales reps may want to see three scenarios for year-to-date commissionable sales plus forecasted sales for the remaining period with the related commissions calculated. Role-based dashboards can help cut through the noise by providing access to only the most relevant data at a glance with the ability to instantly drill into the data for more detailed information.
Using BIO, you can build dashboards for Microsoft Dynamics and other data from multiple sources. So if your financial information is in your Microsoft Dynamics ERP and your detailed sales records are in your point-of-sale system and your incentive plans and calculations are in your commissions application, you can still create a revealing picture of what’s going on in your company.
BIO dashboards are completely interactive so you can drill down, filter, or aggregate the data in any of the views or separate panes. You can analyze your data on the spot to see trends, correlations and causes, and outliers—those exceptions that can point out a serious problem or a golden opportunity. And dashboards using advanced visualizations allow you to look at many variables or dimensions at once, using not just the x-axis and the y-axis, but using colors, shapes, and size to represent the values. This allows you to quickly see how the variables impact each other in a way that two-dimensional graphs cannot.
In a BIO dashboard, the views are all interrelated, so if you drill down to a specific region in one, you will see the data for that region in all of the panes. If you change the data in one pane, all the data in related panes on the dashboard changes. You can look at a series of graphics, for example: gross margin by age of customer, sales over time of two related product lines by territory, growth of order quantity by customer group, and the change in accounts receivable aging by customer industry. If you drill down to a single customer view in any of those graphics, all of the panes will reflect the same customer. And if you change to a new customer in any of the panes, you get an immediate picture of the same information for the new customer.
Advanced visualizations like geospatial mapping, bubble maps, tree maps, and spark lines give you new ways to comprehend a bigger picture at once. And if your data is best presented as an automobile dashboard with gauges and dials, we’ve got them, too.
To Sum It Up
BIO Business Intelligence makes quick work of creating secure, role-based dashboards for Microsoft Dynamics and other data. With advanced visualizations and pre-programmed calculations for KPIs, regressions, statistical functions, and more, you don’t need to be a mathematician or SQL expert to build sophisticated dashboards that provide the information needed to make quick decisions that keep your organization competitive.