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Savance Enterprise’s Reporting & Business Intelligence module helps you understand and improve your bottom line with customizable dashboards and reports. Always have the data that you need right at your fingertips, and save time by scheduling regular reports to be emailed to you in PDF, Excel, CSV, or text format. Savance Enterprise will even track customer buying habits and suggest stock levels.
Use the 50+ included standard reports to quickly see the biggest opportunities and track their progress.
Easily view details of all profits and losses for a selected date range.
View the entire sales cycle in one spot: initial quote, RFQs sent to vendors, POs placed, shipments, packing slips, and PODs.
Custom SQL allows you to build your own drop down menu based on values in the database. Advanced users only.
Stay on top of sales efforts by scheduling Open Quote reports to be sent on a regular basis.
Immediate insights into your sales performance using configurable sales charts organized by product, customer, or sales rep.
Schedule graphical, color, on-demand reports to be emailed in .pdf, Excel, .csv, or text format to anyone, anytime.
Current balance, 30/60/90/120+ balances, conversion ratios, sales statistics, etc., always at your fingertips.
View salesperson performance and encourage competition within the sales team.
Customize predefined answers to why a quote was not converted to an order, and save the information for later analysis.
Design your reports using a straightforward WYSIWYG editor.
Tracks customer buying habits and suggests stock levels by comparing past customer order amounts.
Make smart selling decisions by always knowing the exact profit margin for all your products. Quick profit margin edits.
Save or email reports in .pdf, Excel, .csv, or text format, scheduled or on demand.
Easily import and export report templates to be shared with the user group.
In addition to a number of pre-built reports, Savance Enterprise gives you the ability to customize any report you require.
Save time by scheduling reports that you need on a regular basis, and have them conveniently e-mailed to you in PDF form.
Option to use with third party reporting tools, for example Crystal Reports.
Find out how we can help your business grow profits and reduce costs