Best Practice

The Power of Agility: Pi for Sage 50 Dashboards

I’ve worked in start-up, scale-up, and enterprise businesses over the last decade and in every instance, reporting has revolved around pulling data from software solutions into Excel and populating templates which contain pivot tables, graphs, and charts.

The main benefit of Excel is also its biggest problem – its flexibility. Someone with basic Excel skills and access to Google can find ways to present data in any way the business wants. If you search for a solution, there are multiple different support pages and forums, each providing three or four ways to get to the same result.

Because of this, administration of Excel can be immensely time-consuming and prone to errors. I’ve witnessed the butterfly effect of making decisions on incorrect data on a number of occasions – the impact in any case was anything from wasted time, complete demoralisation of the Sales team, loss of business, and substantial reputational damage.

Rarely is another option ever considered since Excel has been the go-to BI solution for decades and, speaking from personal experience, the Excel guru is all to often unaware of other options.

Customer Analysis in Panintelligence for Sage 50.

Agility is key to success in business

Agility is often cited as critical to any successful business. Small businesses differentiate by it. Scale-up businesses endeavour to retain it. Enterprise businesses often aspire to it. In all cases, business intelligence can be the catalyst to agility but until recently, small businesses couldn’t afford the lengthy implementation or enterprise-focused software licences.

By pre-configuring self-service business intelligence solutions across core software applications such as Sage 50 and Sage 200, we’re on a mission to enable small businesses to realise the benefits of agile decision making without the need to invest in lengthy implementations or costly licence models.

The feedback we’ve had since launching Panintelligence for Sage 50 has been incredible. Every time we implement this on a new site, I witness the power of agile decision making. Three charts sum this up more than any.

Product Attachment in Panintelligence for Sage 50.

Product attachment and drift analysis

The first is Product Attachment; Amazon have mastered this for years but small businesses don’t realise they have the data to do the same thing! For example, customers who bought X, also bought Y. A recent customer implemented this and found that one of the most common purchases alongside their dog beds was anti-allergy spray. Needless to say, this influenced their marketing efforts.

The second is what we call Drift Analysis which identifies customers who haven’t bought from you recently. In the hands of the people who know those customers, the next step becomes immediately obvious. We’ve been asked by our partners to put their customers into a format they can use to send marketing information to them, which we did! Now, we’re being used as part of a marketing workflow to reactivate inactive customers.

The third is profitability. We’ve been able to query Sage 50 data to show profitability of orders, customers, and products over time. Our customers are gaining insights they never had before and leveraging this information to drive change throughout their business.

I’m excited to help more businesses realise the benefits of pre-configured business intelligence. If you’re using Sage 50 or Sage 200, let's have a chat.

Written by Iain

Iain is a Channel Account Manager at Panintelligence, specialising in Sage 50. He brings together sales and technical knowledge of a suite of Sage products to manage the delivery of our Pi for Sage 50 solution. When he's not configuring a solution for a customer, Iain can be found on the football pitch... or rather at the side of the pitch, having a rest.

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