Business intelligence (BI) is a technology-driven process for analyzing data and delivering actionable information that helps executives, managers and workers make informed business decisions. As part of the BI process, organizations collect data from internal IT systems and external sources, prepare it for analysis, run queries against the data and create data visualizations, BI dashboards and reports to make the analytics results available to business users for operational decision-making and strategic planning.
The ultimate goal of BI initiatives is to drive better business decisions that enable organizations to increase revenue, improve operational efficiency and gain competitive advantages over business rivals. To achieve that goal, BI incorporates a combination of analytics, data management and reporting tools, plus various methodologies for managing and analyzing data.
What Features are available under the Sales Dashboard?
Sales Dashboard in HB BI-Tools provides following feature
There are 8 custom chips present in the sales dashboard
There are 10 charts present in the sales dashboard.
The show and hide features are available in Dashboard settings.
The Dashboard setting contains the following options:-
Chips in Sales Dashboard.
There are a total 8 chips and each chip shows the specific data with following feature:
Click on the icon to show the ledger for the corresponding chip.
There are total 10 charts on the sales Dashboard
Every individual chart contain the following parameter
All features in the dashboard are voiced enabled to control the dashboard with voice there the certain commands
Purchase Analysis is an important part of business so we need to undertake regular procurement analysis to ensure that you are making the best use of your hard earned money. It is one of the key tools that is used to proactively identify savings opportunities, manage risks and optimize their organization’s buying power.
HostBooks Ltd. identifying the market needs, provides a detailed Purchase Analysis Dashboard with various charts, graphs and detailed analytical approach to serve your needs and comprehensive asset force.
Purchase Dashboard from HB BI-Tools provides the following feature:
There are 8 custom chips present in the sales dashboard
We can even visit the ledgers for respective chips by clicking here.
Ledger in detail –
The HostBooks BI provides an added feature to hide/unhide desired graphs or chips.
Here we can choose the checkbox to hide/unhide chips and graphs.
Global filters ease us to apply the desired date filter for the whole dashboard including chips and graphs.
These are the various graphs & charts provided in the dashboard:
Date filter for table –
Profit on Units Sold Vs Sold in Days with Cost Size
Shipment Due Graph
State Vs Amount, State Vs Quantity, Vendor Vs Amount
Organizations that use voice enabled technology for their day to day operations are beginning to realize that the best practice of Voice Enable Tech is as critical as their logo, web site, advertising, or any other interface. The Voice enable technology becomes the branded persona of an enterprise and as such, is as vital as any other form of communication with customers or stakeholders.
HostBooks BI uses an Advanced Speech Recognition system to interact with customers in a way that replicates natural conversation. All features in the software are voiced enabled & we can control, access and customize the dashboards as well as templates easily.
We have a Voice automated Navigation system with various other dashboards and templates.
Please refer to the Home page for me details.
Product analysis involves examining product features, costs, availability, quality and other aspects. This is one of the most important aspects of purchase and procurement.
HostBooks BI provides a detailed product dashboard with various charts and analysis for product quality and availability.
Product Dashboard from HB BI-Tools provides various charts and templates. Let’s see them in detail.
Firstly we get list of product from user data like this –
Users need to select a single product for which we will see the analysis in detail.
Unit Purchase Vs Unit Sold Graph
Custom filter for graph –
Here user can change products and we can post a date filter to check details for the same product between posted dates.
Monthly Unit Purchased and Unit Sold Distribution –
Customization option –
More filter options.
We can choose product with date filter value to get date range analysis –
Total quantity purchased from different suppliers.
Amount of purchase from each supplier within a time frame.
Per unit from different suppliers with a time frame.
Quantity of purchase from different suppliers within a time frame.
For more information visit the home page.
The HB – BI tools provide a special tool in which users can make the dashboard with their own choices which is named as “Playboard”.
Playboard is the data visualization and data analytics tool that aims to help people see and understand data. … In other words, it simply converts raw data into a very easily understandable format. Data analysis is great, as it is a powerful visualization tool in the business intelligence industry.
Here is the look of the playboard which makes the user understand and maintain the data in easy format.
The above picture depicts the playboard design that is offered by HostBooks BI.
Features of Playboard
The explanation of feature are as follows:
Master includes Contact, Cash and Bank, Inventory and fixed asset is there.
User can easily make a chip or chart with the help of this data.
Second Branch is Transaction in which Sales, Purchase, Cash and Bank, Expenses, Journal, Sales order and Purchase order is present.
There are two more branches i.e. charts of account and taxes which includes US taxes and other tax.
Now the user can make their chips or charts by selecting data.
Once the user selects the data, the table will be shown where the user can select the options for making chip, charts, and pin to dashboard and export to excel.
Three forms are present in this slide i.e. heading, value and Type. By filling this value the user can create a chip. The user can choose the color for different chips.
User can make different kinds of charts like bar charts, line charts, funnel charts and many more.
The above picture shows when the user will select x-axis and Y-axis or the heading of a chart. The bar chart will be shown.
When the user clicks on Pin to dashboard. The chart goes to the dashboard. So by this method users can create a number of charts and chips.
While saving the dashboard user can create a new user also. By clicking on Create new user a form will appear where we can create a new user.
By filling this form we can create a new user in which user has to fill in name, designation, email, phone and address. User can upload their profile picture as well. By clicking on the submit button a new user will create.
After that the user has to create a new dashboard category for their dashboard. The user has to choose the user name and then write a dashboard category. By clicking on the submit button dashboard category has been created.
Now the user can save their dashboard. The user has to select their name, dashboard category. The user has to write a name for his dashboard and click on the save button. The dashboard save successfully will appear.
The users can open their dashboard by selecting the username and dashboard name. The dashboard will open
User can share their dashboard by using two options i.e. via Mail or Telegram. By clicking on the mail option the mail will appear.
User can also share with telegram or both the option. By clicking on the telegram option, the phone number will appear. So, thereby we can use as many features as we want.
User can also delete any chart or chip by using the delete button.
User can also add comment on a specific chart. The comment option is available on every chart.
Here are some examples of dashboard:
The HB – BI tools provide a better structure with a fine template and easy understanding of the Trial Balance.
The trial Balance come with the following feature
N level bar chart is provide the multi-level analysis of trial balance
The HB – BI tools provide a better structure with a fine template and easy understanding of the balance sheet.
The balance sheet come with the following Feature:
The HB – BI tools provide a better structure with a fine template and easy understanding of the Profit and Loss.
This component consists of various features so as to manage the hierarchy of the company, finance, department amongst many other implementations. The key feature of this hierarchy manager is that it automatically manages all the finance including credit and debit amounts such that users need not repeatedly keep adding, removing or updating the various amounts manually.
Now, user can click on the option we have to view. For example, to access the hierarchy version named “Company” we click on the chip as shown below.
The hierarchy can be understood as a combination of parents, children, and siblings. Sibling nodes are the ones which have the same parent.
We can update any existing field simply by clicking on the “edit” option given on the right of every node element’s name. Once the edit button is clicked you will be shown a pop up and asked to edit the fields according to your requirements.
Name, amounts, id are amongst the fields that can be updated.
Example shown below is of a Node named “INVT”:
In the following example we “update” the name of a node named “house” to “flat”:
The new fields can be added by clicking the add button on the right of every node’s name. Every time a new node is created, you will be asked to fill a set of fields for the new node including the name, credit amount and debit amount,
account id. The amounts added will automatically be reflected in the “vacantCredit” and “vacantDebit” shown on the top right of version’s hierarchical structure as the amount has to be compensated elsewhere either by deleting a node or by transfers.
Following example is of adding “car” under “LBTS”:
The deletion of nodes can be done by clicking the red dustbin button provided on the right of every node name. Deleting the node will add the existing credit and debit amounts of that node to either:
The following example is of deleting “Sales Tax” and transferring the amounts to “account payable”. Notice the change in amount of credit and debit in accounts payable:
If some amount needs to be transferred from one node to another either in the case of credit or debit amount, we can do so by the option provided with the arrows sign.
Now, this option is only provided in the “leaf nodes”, that is, the nodes with no children because parent is actually the sum of all amounts in the children and we need to specify from which nodes we actually want to deduce and hence, transfer the deducted amount.
Example of transferring amount from “Accounts Payable” to “House”:
All the changes made in each of the versions can be compared on the “Trial Balance” template page. A dropdown is provided for the same in which all the created versions are provided and accordingly the version can be selected.
It will be reflected in the table as shown below:
When we select version “Company” from the dropdown
Nova is a one-stop search engine for all the analysis in the dashboards, where questions can be asked in natural language and results of the same will be shown in the form of chips alongside a chart for better visualization of results.
Nova has been divided into 2 parts:
The General analysis can give results for various queries related to states, products, sales, purchase, customers, vendors, amongst others.
Suggestive Analysis gives results from the data for the query asked along with few other analysis for the query asked. For example: If the query is related to “HDFC Banks”, it will show details of the same, like credit and debit amounts. Now, It will also show how it’s performing in respect to other banks, it’s ranking amongst others, percentage constitution etc.
Also, there is no static/fixed way to ask a query. It can be easily asked in natural language.
The query can be asked both by writing it in the search box, or by saying “hello” and the NOVA becomes active which can be seen by noticing it’s flapping wings, followed by the query.
Hence, NOVA is fully voice automated. One need not concern himself by writing long queries.
*NOTICE THE QUERY LANGUAGE AND THE DIFFERENT RESULTS IT SHOWS*
Below are some queries related to the states where the business is conducted.
Below are some queries related to sales and customers.
Below are some queries related to purchase and vendors.
Below are some queries related to products.
Some examples related to suggestions analysis.
*NOTICE THE PERFORMANCE ANALYSIS OF THE QUERY ASKED AS WELL*
We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: email@example.com.
Never miss out on what’s new in GST,
Accounting, TDS, and Tax compliance.
Connect with us on WhatsAapp.[ADD-SUBSCRIPTION-WHATSAPP]