Difference between revisions of "Template ERP Pronto"

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<translate>
 
<translate>
  
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<!--T:1-->
 
<strong style="color: red;">Notice:</strong>
 
<strong style="color: red;">Notice:</strong>
  
−
- This template has not yet been translated into English and Spanish.
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<!--T:2-->
 +
* This template has not yet been translated into English and Spanish.
  
  
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This template has two data marts with information fully integrated with ERP Pronto or Omega Cloud with automatic daily updates.
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<!--T:3-->
 +
This template has two datasources with information fully integrated with ERP Pronto or Omega Cloud with automatic daily updates.
  
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The first data mart has several global metrics such as monthly and daily invoicing evolution, main customers, main salespeople, evolution of inventory levels, aging of accounts payable and receivable.
 
  
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The other datamart contains billing information as follows:  
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<!--T:4-->
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- invoice issue date;
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'''Metrics Datasource'''
  
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- company code;
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<!--T:5-->
 +
Has several global metrics such as:
 +
* monthly and daily invoicing evolution,
 +
* main customers,
 +
* main salespeople,
 +
* evolution of inventory levels,
 +
* aging of accounts payable and receivable.
  
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- branch code;
 
  
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- invoice and item number;  
+
<!--T:6-->
 +
'''Billing Datasource informations:'''
 +
* invoice issue date;
 +
* company code;
 +
* branch code;
 +
* invoice and item number;  
 +
* type of movement code and description;
 +
* products groups descriptions (Levels 1, 2, 3 and 4);
 +
* product code;
 +
* product description;
 +
* customers fancy name;
 +
* customer city;
 +
* customer state;
 +
* customer's country;
 +
* seller;
 +
* product sales unit;
 +
* sold amount;
 +
* gross value;
 +
* discount;
 +
* total taxes (ICMS, ICMS SUBST, PIS and COFINS);
 +
* commissions;
 +
* total amount deducted from discounts, taxes and commissions;
 +
* product cost;
 +
* profit margin ;
 +
* PIS value;
 +
* Cofins value;
 +
* ICMS value;
 +
* ICMS ST value;
 +
* IPI value;
 +
* profit margin %;
 +
* average Net value;
 +
* average Total value.
  
−
- type of movement code and description;
 
−
 
−
- products groups descriptions (Levels 1, 2, 3 and 4);
 
−
 
−
- product code;
 
−
 
−
- product description;
 
−
 
−
- customers fancy name;
 
−
 
−
- customer city;
 
−
 
−
- customer state;
 
−
 
−
- customer's country;
 
−
 
−
- seller;
 
−
 
−
- product sales unit;
 
−
 
−
- sold amount;
 
−
 
−
- gross value;
 
−
 
−
- discount;
 
−
 
−
- sum of taxes (ICMS, ICMS SUBST, PIS and COFINS);
 
−
 
−
- commissions;
 
−
 
−
- total amount deducted from discounts, taxes and commissions;
 
−
 
−
- product cost;
 
−
 
−
- profit margin ;
 
−
 
−
- PIS value;
 
−
 
−
- Cofins value;
 
−
 
−
- ICMS value;
 
−
 
−
- ICMS ST value;
 
−
 
−
- IPI value;
 
−
 
−
- profit margin %;
 
−
 
−
- average Net value;
 
−
 
−
- average Total value.
 
  
 +
<!--T:7-->
 
It has 3 dashboards with metrics and analyzes already developed, and users can develop as many others as they think necessary based on these data.
 
It has 3 dashboards with metrics and analyzes already developed, and users can develop as many others as they think necessary based on these data.
  
 +
<!--T:8-->
 
The template also allows for some personalizations and customizations both in the dashboards and in the extractors.
 
The template also allows for some personalizations and customizations both in the dashboards and in the extractors.
  
  
 +
<!--T:9-->
 
It is important to highlight that in partnership with ABC71, all companies that hire this integration will receive as a bonus, free of charge, the automatic update of the indicator cube and 1 user.
 
It is important to highlight that in partnership with ABC71, all companies that hire this integration will receive as a bonus, free of charge, the automatic update of the indicator cube and 1 user.
  
  
 +
<!--T:10-->
 
This contract also allows that using this methodology other integrations can be developed together with the client.
 
This contract also allows that using this methodology other integrations can be developed together with the client.
  
  
−
Important: In order to use your data in this template, you must to get in touch with us:
+
<!--T:11-->
 +
<strong style="color: red;">Important:</strong>: In order to use your data in this template, you must to get in touch with us:
  
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Company: Sadig
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<!--T:12-->
−
Business contact
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* Company: Sadig
−
E-mail: comercial@sadig.com
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* Business contact
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Phones: 11 4331-1062 / 51 3632-5300
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* Email: comercial@sadig.com
 +
* Phones: 11 4331-1062 / 51 3632-5300
  
  
 +
<!--T:13-->
 
<h3>Analyzes available in this template</h3>
 
<h3>Analyzes available in this template</h3>
  
  
 +
<!--T:14-->
 
'''''Global Metrics Analysis'''''
 
'''''Global Metrics Analysis'''''
  
 +
<!--T:15-->
 
ERP Pronto metrics over Billing, Payable and Receivable Bills.
 
ERP Pronto metrics over Billing, Payable and Receivable Bills.
  
 +
 +
<!--T:16-->
 
[[File:Analise_Indicadores.png|1100px|link=]]
 
[[File:Analise_Indicadores.png|1100px|link=]]
  
  
  
 +
<!--T:17-->
 
'''''General Billing Analysis'''''
 
'''''General Billing Analysis'''''
  
 +
<!--T:18-->
 
Analysis of Billing and Margin for periods, customers, products and sellers.
 
Analysis of Billing and Margin for periods, customers, products and sellers.
  
−
[[File:Analises_Faturamento_Global.png|1100px|link=]]
 
  
 +
<!--T:19-->
 +
[[File:Analise_Faturamento_Geral.jpg|1100px|link=]]
  
 +
 +
<!--T:20-->
 
'''''Customer Billing Analysis'''''
 
'''''Customer Billing Analysis'''''
  
 +
<!--T:21-->
 
Billing analysis with emphasis on the customer
 
Billing analysis with emphasis on the customer
  
 +
 +
<!--T:22-->
 
[[File:Analise_Faturamento_Clientes.png|1100px|link=]]
 
[[File:Analise_Faturamento_Clientes.png|1100px|link=]]
  
  
 +
<!--T:23-->
 
'''''Products Billing Analysis'''''
 
'''''Products Billing Analysis'''''
  
 +
<!--T:24-->
 
Billing analysis with emphasis on the product
 
Billing analysis with emphasis on the product
  
 +
 +
<!--T:25-->
 
[[File:Analise_Faturamento_Produtos.png|1100px|link=]]
 
[[File:Analise_Faturamento_Produtos.png|1100px|link=]]
  

Latest revision as of 13:37, 15 April 2023

Other languages:
English • ‎português do Brasil

Notice:

  • This template has not yet been translated into English and Spanish.


This template has two datasources with information fully integrated with ERP Pronto or Omega Cloud with automatic daily updates.


Metrics Datasource

Has several global metrics such as:

  • monthly and daily invoicing evolution,
  • main customers,
  • main salespeople,
  • evolution of inventory levels,
  • aging of accounts payable and receivable.


Billing Datasource informations:

  • invoice issue date;
  • company code;
  • branch code;
  • invoice and item number;
  • type of movement code and description;
  • products groups descriptions (Levels 1, 2, 3 and 4);
  • product code;
  • product description;
  • customers fancy name;
  • customer city;
  • customer state;
  • customer's country;
  • seller;
  • product sales unit;
  • sold amount;
  • gross value;
  • discount;
  • total taxes (ICMS, ICMS SUBST, PIS and COFINS);
  • commissions;
  • total amount deducted from discounts, taxes and commissions;
  • product cost;
  • profit margin ;
  • PIS value;
  • Cofins value;
  • ICMS value;
  • ICMS ST value;
  • IPI value;
  • profit margin %;
  • average Net value;
  • average Total value.


It has 3 dashboards with metrics and analyzes already developed, and users can develop as many others as they think necessary based on these data.

The template also allows for some personalizations and customizations both in the dashboards and in the extractors.


It is important to highlight that in partnership with ABC71, all companies that hire this integration will receive as a bonus, free of charge, the automatic update of the indicator cube and 1 user.


This contract also allows that using this methodology other integrations can be developed together with the client.


Important:: In order to use your data in this template, you must to get in touch with us:

  • Company: Sadig
  • Business contact
  • Email: comercial@sadig.com
  • Phones: 11 4331-1062 / 51 3632-5300


Analyzes available in this template


Global Metrics Analysis

ERP Pronto metrics over Billing, Payable and Receivable Bills.


Analise Indicadores.png


General Billing Analysis

Analysis of Billing and Margin for periods, customers, products and sellers.


Analise Faturamento Geral.jpg


Customer Billing Analysis

Billing analysis with emphasis on the customer


Analise Faturamento Clientes.png


Products Billing Analysis

Billing analysis with emphasis on the product


Analise Faturamento Produtos.png


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