BI Eparts

Business Intelligence (BI) 00:00 Introduction to Business Intelligence (BI): Data Processing (ETL) and Data Warehouse 01:05 Navigating the Interface: General Index of Available Dashboards GENERAL ANALYSIS DASHBOARD 02:10 General Analysis Dashboard: Using Dynamic Filters (Invoices, Currencies, and Dates) • Time Comparisons: Sales Analysis by Quantity, Net Amounts, and Dollars • Sales Variation Dashboard: Year-on-Year Comparisons and Market Share by Category (Family) • Breakdown of Family Levels and Sales Analysis by Product Brand 08:38 Product Analysis Dashboard: 14:12 Customer Analysis Dashboard: Identifying Purchases and Sales Zones 15:33 Salesperson Analysis Dashboard: Assigned vs. Salespeople (receipt) 16:18 Supplier Analysis Dashboard focused on sales 17:24 Receipt Analysis Dashboard: net averages, number of items, and hourly counter demand SALES DASHBOARD 19:27 Sales Dashboards: analysis by season and chronological evolution of sales by month 21:45 Stock Coverage Dashboard: estimation of stock days and replenishment planning. Average daily sales and coverage. 24:29 Valued Inventory Dashboard: current replacement cost, sales value, and margin 25:20 Immobilized Stock Dashboard: detection of stagnant items 26:14 Income Statement Dashboard: sales, expenses, gross profit, net profit, and expense classification 28:04 Sales vs. Collections Dashboard: analysis of checking accounts, payment schemes, cash, checks, and collections by payment method. View payments by customer Evaluate customer payment behavior and check status 30:37 Goals Dashboard: Measuring sales target achievement 31:48 Commissions Module: Automatic commission calculation for salespeople 32:31 Service Orders Module: Analyzing time per stage and service status 33:39 BI Query Space: How to share dashboards using public links and restrictions 20:14 BI Query Space: Data update frequency (data from yesterday backwards) 20:51 BI Query Space: How to request custom dashboards or modifications