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Take Your Business to New Heights with Savance Enterprise

Reporting & Business Intelligence

Extensive Reporting Tools for Your Business

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.

Benefits
  • 50+ built-in standard reports
  • Immediate insights into your sales performance
  • Automatically track customer buying habits
  • Always know the exact profit margin for your products
  • Save time by scheduling regular reports
  • Easily customize any report you need

  • 50+ Standard Reports

    Use the 50+ included standard reports to quickly see the biggest opportunities and track their progress.

  • Profit & Loss

    Easily view details of all profits and losses for a selected date range.

  • Sales Cycle Overview

    View the entire sales cycle in one spot: initial quote, RFQs sent to vendors, POs placed, shipments, packing slips, and PODs.

  • Custom SQL

    Custom SQL allows you to build your own drop down menu based on values in the database. Advanced users only.

  • Quote Reminders

    Stay on top of sales efforts by scheduling Open Quote reports to be sent on a regular basis.

  • Sales Reports

    Immediate insights into your sales performance using configurable sales charts organized by product, customer, or sales rep.

  • Extensive Reporting Engine

    Schedule graphical, color, on-demand reports to be emailed in .pdf, Excel, .csv, or text format to anyone, anytime.

  • Real-Time Reporting

    Current balance, 30/60/90/120+ balances, conversion ratios, sales statistics, etc., always at your fingertips.

  • Salesperson Performance

    View salesperson performance and encourage competition within the sales team.

  • Lost Order Notes

    Customize predefined answers to why a quote was not converted to an order, and save the information for later analysis.

  • Report Designer

    Design your reports using a straightforward WYSIWYG editor.

  • Suggestive Purchasing

    Tracks customer buying habits and suggests stock levels by comparing past customer order amounts.

  • Margin Manager

    Make smart selling decisions by always knowing the exact profit margin for all your products. Quick profit margin edits.

  • Report Export

    Save or email reports in .pdf, Excel, .csv, or text format, scheduled or on demand.

  • Template Import & Export

    Easily import and export report templates to be shared with the user group.

  • On Demand Custom Reports

    In addition to a number of pre-built reports, Savance Enterprise gives you the ability to customize any report you require.

  • Report Scheduler

    Save time by scheduling reports that you need on a regular basis, and have them conveniently e-mailed to you in PDF form.

  • Third Party Integration

    Option to use with third party reporting tools, for example Crystal Reports.