Business Intelligence
SymVolli has the functionality to allow you to change all that wealth of date into information so that you can make important decisions to drive your business forward. The pace of the market and external forces that are having an effect on all businesses means that you need an array of reporting tools that will help you no matter what the working environment is.
- Reports on the ‘Fly’
Key fields used within SymVolli are set up in a Universe that allows the user to easily develop a report by dragging and dropping the fields into it. Filters and sorting can also be easily applied. So when the managing director asks for that report that needs setting up, it will not take a titanic effort to produce it. You can also save the report just in case it will be needed in the future. This could cover on the fly reporting of the performance of a particular sales region with regard to sales personnel and products.
- Special Reports
Any complicated report or contract document can be developed using Crystal Reports and uploaded into SymVolli for access by users who have the right to use it. This could include forecast reports, status reports, quotations, supplier and customer contracts, etc. All reports and documents can be exported to various formats such as PDF, XLS, and DOC, and can either be sent by email to a manager or client or can be printed.
- Dashboard
A dashboard can be displayed in SymVolli so that when a user enters SymVolli he or she can see how Key Performance Indicators ‘KPIs’ are behaving. KPIs can be for the number of new enquiries over a given period, the win ratio, performance against target, market sector analysis of opportunities, etc. The establishment of the dashboard is achieved through a simple to use interface. The interval for updating the dashboard can be set according to your needs. The interval will be shorter as the KPIs reflect mission critical metrics.
Screenshot of SymVolli Business Intelligence
Business intelligence in SymVolli
With business intelligence SymVolli can be set up to follow trends in specific areas that you wish to follow. The idea behind business intelligence is to give you a visual overview of the health of your activities so that you can investigate deeper.
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