Business Intelligence
See an Overview of the Business Intelligence module
The Business Intelligence Module provides a number of functions that allow you to monitor the performance of your business in the way that suits you.
The Business Intelligence Module revolves around three key concepts: Selectors, KPIs and Targets.
Selectors
Selectors allow you to pre-define selection criteria that can be potentially complex, for use by the Business Intelligence routines.
For example, a company selling gardening supplies might define sales of garden tools to be sales of any products in product groups 10, 12, 14 though 18, 29 or 56, and where the Sales Group is either 15, 18, 50 or 60 though 70. 
This is potentially too complex to report on in a conventional analysis report but can be easily defined as a single selector. Within the Business Intelligence Module, any reference to sales of Garden Tools will automatically select only those products that fall within the ranges specified.
The system is supplied with a number of Selectors pre-defined that allow you to identify various time periods - Calendar Year To Date, Financial Year To Date, Last 12 Months, Last 2 Years and Last 5 Years.
For Office Products dealers, a number of industry-specific selectors are also pre-defined. Office Products dealers that are members of Integra also benefit from pre-defined selectors for the figures requested by the Benchmark questionnaire.
A Selector Wizard makes it easy to set up your own Selectors.
With just Selectors defined, you can immediately start using the Business Intelligence module for Sales Analysis and Purchase Analysis. These functions allow you to look at the current position of your business in a number of different ways, using Selectors to narrow down your area of interest.
KPIs
Key Performance Indicators are ways of measuring the performance of the company. The system is supplied with a number of KPIs pre-defined, including
- Turnover
- Gross Profit
- Profit Margin %
- Value of Debtors
Targets
Business Intelligence allows you to associate target figures for various combinations of Selector and KPI, and to define which side of the target is good (in other words whether a value larger than the target is good, as with turnover, for example, or bad, as in Current Debtors).
Thus, for example, the Gardening Supplies company mentioned above might have a target of £2,500,000 per annum for turnover on Garden Tools, a target of £500,000 per annum for turnover on Gardening Books, a debtors target of £100,000 for trade customers and £5,000 for retail customers.
Targets can be added to a Dashboard and each operator can have their own Dashboard, showing graphically the current position against targets that are pertinent to them.