Data Dashboards

Data Dashboards

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Hi

Can anyone recommend a decent (preferably UK) add on Dashboard Software to use with Excel and Sage?  I am looking for some KPI layouts mostly, there does seem to be a lot of products out there I thought I would ask rather than spend hours perusing the options.

Thanks

Replies (3)

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By Onion4Sage
08th Sep 2015 10:11

Worth looking at?

Hi,

There are a number of products on the market (Pendragon Systems; Optegra Financial Software; Trax UK; our own Onion Reporting Software; and, others) that incorporate some level of KPI reporting together with standard Balance Sheet / P&L / Cashflow presentations. They're typically not dedicated KPI tools, but some offer enough customisation capability that KPI reporting can be developed if not there out of the box. Most offer free trial periods and might be worth a look or a conversation with the supplier about what you're looking for.

Regards,

Ian

 

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By BlueCloud CRM
10th Sep 2015 15:08

Dashboard Solutions

BlueCloud CRM are a business that specialises in developing bespoke solutions like your as well as design full software business solutions with a new approach to CRM maybe give them a call. www.bluecloudcrm.co.uk

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John Stokdyk, AccountingWEB head of insight
By John Stokdyk
17th Sep 2015 09:29

Thanks, but that may not be what the poster is looking for

Hi BlueCloud CRM. We welcome the involvement of software vendors of all types in our community, but it's worth noting that this is an accounting website. Before commenting you should at least take note that the questioner is looking to present outputs in the first instance from Sage 50 financial software rather than a CRM tool.

That said, I'm sure there are some very interesting sales reports and forecasts that could be integrated from a CRM package to give the finance team a very sensitive measure for where the business is heading. Is that the kind of arrangement that you might be able to cope with, and what kind of systems would you put in place to do that - Excel/Microsoft SQL server, cloud tools, or your own bespoke software?

PS @SB - While typing furiously there about CRM software, I also initially overlooked your preference for a Sage/Excel combination. If you trawl back through the AccountingWEB archives, we’ve got a lot of material explaining things you can do to rig up ODBC exports that will allow you to build your own dashboards in Excel based on Sage 50 data.

But unless you’ve got the time and aptitude to devote to the task, it may well be more cost effective to find a readymade solution - which I suspect is the motive for your query. The first place I’d recommend you visit is Sage itself. During the past year the company has released Sage View, a KPI/dashboard tool that can take financial data from Sage 50 Accounts and Sage One and turn it into graphical ratios and dashboards. This is now part of the Sage Impact bundle and is “coming soon” according to the UK website. But if you're only looking for a single licence, you may have to work hard to convince Sage to let you have access to it without all the accompanying stuff.

Some of the other emerging cloud reporting tools may be able to incorporate Sage data to meet your requirements.

Here are some of the suppliers I’m aware of:

Qlik.comSmeebi.comExcelinbusiness.bizInteractivereporting.comAdaptiveInsights.com (probably a little high-end for the kind of thing you’re looking for)

Your query is a good reminder that we should find out more about these applications. We’ll be paying more attention to them in the coming months.

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