The Solution for Better BI

Sage Enterprise Intelligence (SEI) is a robust business intelligence solution that covers all your reporting and data analysis needs from Day 1.

Serving as a central hub for all data sources, SEI simplifies the process of accessing and collecting information, then turns that information into actionable insights for smarter business decisions.

The Universal Sales Data Model presented throughout this document demonstrates the power of having access to well over 150 KPIs that follow sales business reporting standards.

Whether you use the predefined dashboards and reports, or choose to easily create your own, SEI ensures that you’re equipped with everything you need for analyzing your enterprise’s sales activities, including actual and forecasted numbers, comprehensive customer analysis, and top product sellers and sales reps.

With minimal set-up required, boosting your enterprise’s performance begins the day you make the decision to work more efficiently with SEI’s streamlined process for accessing, gathering, consolidating, and organizing data.

Hit the ground running today with the sales information you need at your fingertips!

Available For

	Sage X3 Sage 100 NA Sage 200 UK Sage 200C (Murano) Sage 200 Evolution	Sage 300 Sage 500 NA Sage 1000 UK Sage Intacct

Fire Up Your Forecasting

With the Sales Forecast Data Entry Model, we’re delivering a forecasting module that allows sales forecast data entry, validation and analysis.

• Configure the level of detail for your forecast, using forecasting by year, sales rep and customer only, and even go as far as product number and statistical groups if required.
• Generate multiple revisions of these forecasts as needed.
• Streamlined workflow between the sales rep working on the forecast and the manager they are submitting it to for revision. Once the forecast is approved it is pushed to the Sales UDM, where you can analyze the forecast versus actuals.
• Forecasts created are always generated with a 12-month rolling logic, so you can always plan 12 months in advance, even during a revision in the middle of the year.

New Sales Forecast Module

Facilitate accurate analysis of your company's year over year sales information in order to make future projections with SEI's Forecasting functionality.

• Forecast by Amount, Quantities or Margin.
• Forecast by Week, Month or Quarter.
• 5 different forecasting methods:
  • Last Year % Increase
  • 0 Forecast
  • Linear Regression
  • Average of Last Year with an Increase
  • Forecast of N Months Based on the Average of M Months with a Constant Growth of X
• Custom Price List functionality to assign prices and discounts.
• Integrated forecasting process including revision, evaluation, and approval.
• Compare the forecast data with your current data models and dashboards.

Integrating Your Forecast with Your Budget

Integrate your sales forecasting with your financial budget seamlessly with SEI.

Map your sales forecasts within the appropriate GL accounts (ex: by product line) based on the criteria of your choice (ex: product line, territory, country).

Summary

The Sales Summarized dashboard provides a global view of company sales, with growth over time, total invoice amounts, margins, and top invoiced products.

Audience

VP of Sales

Sales Manager

Sales Rep

Features

• Filter data by Time, Customer, and Product statistical group. Additional filters can easily be added.
• Show the Month to Month growth with last year comparison.
• Give the top 5 products by invoiced amount compared to last year.
• Geographical display of the customers indicating visual comparisons of Year to Year growth.

Summary

The Sales Performance dashboard compares overall sales to previous months and years, shows top selling products, and where geographically these products are selling the most.

Audience

VP of Sales

Sales Manager

Sales Rep

Features

• Show the top 10 product performances versus last year.
• Geographical representation of sales for any map.
• Monthly Product Stats breakdown.
• Filter data by time, product and geographical regions.

Summary

The Sales Top Performers dashboard gives you insight into the company’s top sales reps, best customers, standout products, invoice amounts, revenue margin and sales growth.

Audience

VP of Sales

Sales Manager

Sales Rep

Features

• Sales growth quarter over quarter.
• Monthly sales comparison over all historical years.
• Tops sales representatives, customers and products.
• Bubble revenue exceptions for nonperforming products year over year.
• Filter data by time, representative, customers, and products.

Summary

The Forecast Realization dashboard provides a clear view of sales expectations, showing top sales performers, forecast by state, expected sales and forecast ratios, and comparisons of previous and future forecasts.

Audience

VP of Sales

Sales Manager

Features

• Filter data by time, customer and product stats group, sales representative and regions.
• Actual to Date and future forecast comparison with last year, and cumulative end of year expectations.
• Top sales representative with forecast achievement.
• Expected sales to forecast ratio and this year to last year ratio.
• Geographical representation of forecast realization.

Summary

The Forecast Performance dashboard compares the real sales numbers against what was forecasted, to assess the accuracy of the predicted numbers and provide a baseline for more refined future assessments.

Audience

VP of Sales

Sales Manager

Sales Rep

Features

• Filter data by time, customer and product stats group, sales representative, customer and product.
• Sales representative performances by size of cumulative achievement.
• Top customers and product performers with forecast achievement.
• Actual to date and future forecast representation.

Summary

The Customer Order Analysis dashboard displays key numbers on customer including count, retention rate, lifespan, new customers, customer churn, and order amounts and margins versus averages.

Audience

VP of Sales

Sales Manager

Sales Rep

Features

• Filter data by time, customer and product stats group, sales representative, customer and product.
• Customer retention and churn rate.
• Customer Average lifespan and order frequency with amount vs margin comparison.
• List of new and churned customers over the last 12 months.
• Monthly order amount and margin vs moving average.

Summary

The Customer Purchase Analysis dashboard reveals important insights based on customer purchasing habits, including best-selling products, what products are frequently bought together, and product sales growth.

Audience

VP of Sales

Sales Manager

Sales Rep

Features

• Filter data by time, customer and product stats group, sales representative, customer and product.
• Bubble exception on the most ordered products versus returning customers, churned customer and new customers.
• Show the affinity between a specific product and other products based on when they are ordered together.
• Quarter to quarter growth based on the product count and order quantity.

Actual Cumulative Amount

Total of Actual Amount from First Period to Chosen Period.

Total of Actual Amount from First Period of Forecast to Chosen Period

Actual Cumulative Quantity LY

Total of Actual Quantity LY from First Period to Chosen Period.

Forecast Cumulative Amount

Forecast Amount entered and validated in the forecast data entry module of SEI from First Period of Forecast to Chosen Period.

Ratio Expected Sales

Blended actual sales ratio over the original forecast.

Expected Sales / Forecast Total

Cumulative Forecast % Achievement

Ratio to compare to Forecast to see how well did we do against Forecasted Amount up until now.

Actual Cumulative / Forecast Cumulative

Actual Cumulative Quantity

Total of Actual Quantity from First Period to Chosen Period.

Total of Actual Quantity LY from First Period of Forecast to Chosen Period

Forecast Amount

Forecast Amount entered and validated in the forecast data entry module of SEI.

Forecast Cumulative Quantity

Forecast Quantity entered and validated in the forecast data entry module of SEI from First Period of Forecast to Chosen Period

Ratio Expected Sales Last Year

Blended actual sales ratio over the last year actuals.

Expected Sales / Forecast Total LY

Forecast LY % Achievement

Ratio to compare to Forecast to see how well did we do against Forecasted Amount For last year.

Actual LY / Forecast LY

Actual Cumulative Amount LY

Total of Actual Amount LY from First Period to Chosen Period.

Forecast Quantity

Forecast Quantity entered and validated in the forecast data entry module of SEI.

Expected Sales

Sum of Actuals until Chosen Period plus Forecasts for remaining period of forecast.

Forecast % Achievement

Ratio to compare to Forecast against Forecasted Amount to assess performance.

Actual / Forecast

Cumulative Forecast LY %

Achievement Ratio to compare to Forecast to see how well did we do against Forecasted Amount up until now for Last Year.

Actual Cumulative LY / Forecast Cumulative LY

This Year Customer Count

Note that Last Year is rolling, so it occurs between Chosen Period -12 and Chosen Period - 23

New Customers

Number of Customer that ordered this year but not last year.

Customer Retention Rate

Rate of Customer that came back in the last 12 months but that purchased in the last 24 months.

Returning Customer / Customer Count Last Year

Order Amount Average Per Order

Average Amount by Order.

Order Amounts / Total Number of Orders

Margin Average Per Order

Will give you the average margin per order.

Total Sales Margin (Profit) / Total Number of Orders

Last Year Customer Count

Note that This Year is rolling so it occurs between Chosen Period and Chosen Period - 11.

Churned Customer

Number of Customer that ordered last year but not this year.

Last Year - Returning

Customer Average Lifespan

Average number of years that a customer will return for.

1 / Customer Churn Rate

Order Amount Avg Customer Value

Average Order Amount per Customer for the last 12 Months.

Average per Order (Revenue) x Average Frequency Order

Average Customer Value Margin

Average Margin Amount per Customer for the last 12 Months.

Average per Order (Profit) x Average Frequency Order

Returning Customers

Number of Customers that were retained.

Customer Churn Rate or Attrition Rate

Rate of Customer that didn’t come back in the last 12 months but that purchased in the last 24 months.

Churned Customer / Customer Count Last Year

Order Frequency

Average Number of Orders by Customer in the last 12 months.

Order Count / Total Customer

Order Amount Cust. Lifetime Value

Expected Customer Order Amount (Revenue) for their expected entire Lifetime as a customer.

Average Customer Value (Revenue) x Average Customer Lifespan

Customer Lifetime Value Margin

Expected Customer Order Margin (Profit) for his expected entire Lifetime as a customer

Average Customer Value (Profit) x Average Customer Lifespan