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BI360 - Excel-based Reporting and Budgeting Suite
BI360 provides a complete Excel-based Business Intelligence suite that includes reporting, planning, dashboards and pre-configured data warehouse. With out-of-the-box integration to Sage MAS500, X3 and many other ERP solutions.
Compatible With: Sage 500 ERP [MAS 500], Versions 6.3 , 7.0 , 7.05 , 7.2 , 7.3 , 7.4
Created by:

Reporting Contact Partner
Planning Contact Partner
Dashboards Contact Partner

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BI360 the first full BI Intelligence suite that was completely designed with the end user in mind. BI360 is the ultimate Excel based Reporting, Planning, and Dashboards for Sage Customers.

BI360 Reporting:

Modern Excel-based report writer offers predefined templates as well as user-defined reports running on live on Sage MAS500, X3. The report writer can be used with the BI360 data warehouse as well as other in-house or cloud based databases. Using an Outlook style interface in Excel, users can drag and drop to create financial statements or operational reports without ever having to manually key in a single formula. The result is professionally presented in Excel or PDF, and users can refresh reports on-demand and drill down to detail thus eliminating the need to prepare and distribute report books. The combination of standard MS Excel features and powerful BI360 business rules make it possible to develop any number of report layouts, and business logic, from simple sub-ledger reports to advanced financial statements to KPI reports. A single report can access multiple companies and databases to consolidate information and automate BI processes.


- Supports Microsoft Excel 2007 and Excel 2010
-Reports are launched from either an intranet site, a web page, from within your ERP system or locally from your PC as standard Microsoft Excel files. When launched, reports automatically connect to the database through web services
- Reports are available both as pre-defined templates or business users can design their own reports with the ease of drag and drop configuration. Any flavor of the report can be designed, including profit and loss, balance sheet, cash flow, sales, HR, project, AR, AP fixed assets, inventory, KPIs and much more
- Tree builder allows to create and maintain a centralized set of dimension, account hierarchies for example, that can automatically drive reports that will virtually eliminate manual maintenance of report definitions. Trees can be dragged and dropped into reports to create profit & loss and balance sheet reports in minutes instead of hours
- Drill down to any detail from any amount in any report to quickly find the underlying reason for variances and exceptions
- End users can customize and save their own versions of the standard reports supplied by the organization
- Report Parameters in the MS Excel task panel make the reports highly dynamic and flexible. One report can serve many purposes just by changing the parameters
- One single report can be connected to multiple ERP modules or databases, making it easy to set up automated reconciliation reports, KPI reports and flash reports
- Easily consolidate many companies, divisions, or departments to produce consolidated financial statements
- Advanced currency offered with the use of average, closing, historical, and user-defined rate conversion methods
- Reports can also be pushed out to mobile phones as PDF files or Excel attachments.

BI360 Planning:

Is an Excel-based budgeting, forecasting and modeling with a flexible SQL Server database (part of the BI360 warehouse) to house and manage budget data. BI360 Planning can be used to automate budgeting and forecasting as well as other business processes that require data entry and a data base. In other words, think of BI360 Planning as an automated way to save any data from Excel and into a structured SQL database. For most people, budgets and forecasts are the first process that come to mind, but in reality, most organizations have numerous manual  data collection processes that could be automated with BI360.

- Use budget templates for for profit and loss, balance sheet, cash flow, payroll, capital expenses, revenue and projects
- Design or use input templates for monthly forecasting and modeling
- Allows for multi-year budgets and rolling forecasts
- Very rich, analytical and easy to understand end-user environment
- Slider feature lets users automatically increase or decrease all amounts on a row by entered percentage
- Special reports or rules can be set-up to automatically perform single or multi-step allocations
- Users can work offline where budget templates are distributed or online when connected live to BI360 data warehouse
- Assignment menu lets the administrator setup and centrally manage input forms and related reports and documentation
- When reports are saved they are immediately available for approval/ reporting
- Live Charting lets users discover and compare history to budgets while entering budgets

BI360 Dashboards:

BI360 dashboards are web-based and act as a unifying medium between two of an organization's most important assets, its people and its data. BI360 dashboards helps managers visualize trends and highlight exexceptions to their key performance indicators. This vital information will better equip your organization's personnel to identify issues, make decisions, and drive success.

BI360 provides real-time or near real time dashboard on your Sage MAS500 and X3 systems. Metrics from other data sources (spreadsheets etc.) can also be included.

- The Dashboard designer module features a rich set of graphical components (such as gauges, trend charts, bar charts, maps, thermometers, scorecards, text comments,) that will allow virtually any dashboard requirements to be met.
- Power users use the dashboard module to pre-define various layouts for managers with different analytical requirements
- Individualized dashboards can be designed 'on the fly' by end users by simply dragging and dropping pre-linked graphical components onto the screen. Power users setup a library of dashboard components (reports, graphs) for users to choose from
- Powerful alerts from automatically monitored business rules thresholds and sends out KPIs and chart to designated managers
- Light weight server-based dashboard delivery ensures minimal downtime and greater maintainability
- Dashboards can be viewed both through Microsoft SharePoint and stand alone in your Web browser
- Dashboards can be pushed out to mobile phones as PDF files
- Support for OLAP as well as transactional data sources.

BI360 Data Warehouse

The BI360 Data warehouse is a next generation pre-configured and customizable data warehouse based on the world leading Microsoft SQL Server platform. Every mid-sized and large organization with many in-house or clod-based sources would strongly benefit from central data warehouse where all of their key data can be stored. and made available for consolidated reporting, analysis and dashboards. Until now, planning and implementing data warehouses has been a complex, expensive and risky projects, often with mediocre results. Finally, a data warehouse priced for the mid-market! With the BI360's data warehouse, you can implement in a matter of days or weeks instead or months or years, and at a fraction of the cost and risk from a traditional "build from scratch" data warehouse project. BI360 will better equip your organization's personnel to identify challenges or issues, make timely decisions, and drive success. 

- Built on Microsoft SQL Server platform and can integrate to virtually any database or source
- Extensible design enables non-technical users to literally expand the capabilities of the warehouse by adding new dimensions as well as the ability to add new attributes and transaction tables
- User-friendly, non technical administrative interface allows business people to manage the data warehouse including iserting new dimension members , managing attributes to empower better reporting, running scripts to manipulate data
- Data and dimensions from the data sources can be scheduled for automatic import or you can perform one-time occasional import through user-friendly file import menus
- Pre-defined modules and dimensions for data from your ledger, payable receivables projects, fixed assets, sales and more, as well as user-defined modules from any other data source and dimensions you need for your warehouse
- Data and dimensions can be easily imported from or exported to Excel
- Comes with out of the box integration to the BI 360 Excel based report writer and to Composer, the BI360 ad-hoc query tool
- Serves as the budget database for the BI360 planning and modeling module
- Aggregation function that can consolidate detail transactions to optimize reporting performance and KPI calculations
- Allow integration of of custom SQL scripts
- Export or import XML format
- Advanced currency conversion engine
- Pre-built exchange rate table where rates can be entered or automatically be imported from the ERP database or from the web
- If desirable for the project, Microsoft Analysis Services OLAP cubes are easily configured on top of the data warehouse

Industries: Apparel, Soft Goods, & Textiles, Personal Goods & Services, Natural Gas & Petroleum, Nuclear & Solid Fuels, Utilities, Defense & Space Exploration, Education, Government Construction & Facility Management, Municipalities & Tribal Governments, Healthcare Facility Management, Home Healthcare, Hospitals, Software Consulting & Development, Hotels, Resorts, & Clubs

Business Needs: Budgeting, Data Storage/Warehousing, Fixed Asset Management, Fund Management, Grant Management, Payroll, Project/Job Control, G/L Posting Control, General Accounting, Multi-Company Processing, Sales Tax Calculation/Integration