See your whole business at a glance
Business intelligence charts and analytics for finance, sales, inventory, CRM, marketing and projects, so managers spot trends early and decide on facts rather than guesswork.
- Finance, sales & inventory charts
- CRM & marketing analytics
- Project performance views
- Drill down to the detail
Your performance in plain view, not buried in spreadsheets
SingularERP-BI turns the numbers from across your business into clear charts and analytics: finance, sales, inventory, CRM, marketing and projects. Instead of exporting data into spreadsheets at month end, managers open a dashboard and see where things stand today.
Filter by period, branch or department, drill into a figure to see the records behind it, and share the views that matter with the people who need them. Leadership sees the whole picture, and every department can follow its own targets.
Everything in SingularERP-BI
Finance analytics
Know where the money comes from and where it goes.
- Income and expenses over time
- Cash flow trends
- Receivables and payables summaries
- Profit by period, branch or department
Sales analytics
See what sells, where, and to whom.
- Sales by product, customer and branch
- Salesperson performance
- Top-selling products
- Targets against actual sales
Inventory analytics
Keep the right stock in the right place.
- Stock levels and stock value
- Fast- and slow-moving items
- Items running low on stock
- Stock movement by location
CRM & marketing analytics
Follow customers from first contact to closed deal.
- Leads by source and campaign
- Pipeline value by stage
- Conversion rates over time
- Campaign results side by side
Project analytics
Catch slipping projects before they overrun.
- Progress against plan
- Budget against actual cost
- Hours logged by team
- Overdue tasks and milestones
Interactive dashboards
Ask the next question without waiting for a new report.
- Filter by date, branch, department or product
- Drill down from a chart to the records behind it
- KPI tiles with period-on-period comparison
- Refreshed from your SingularERP data
Custom reports
Build the view your team actually needs.
- Choose fields, grouping and chart type
- Bar, line, pie and table views
- Save your own dashboards
- Export to Excel or PDF
Scheduled reports & alerts
Let the numbers come to you.
- Email reports daily, weekly or monthly
- Alerts when a figure crosses a set limit
- Month-end summaries for management
Sharing & access
The right figures for the right people.
- Role-based access to dashboards and data
- Share dashboards with colleagues
- Works on phone and tablet browsers
Up and running in 4 steps
Connect your modules
Link SingularERP-BI to the SingularERP modules you already use, so your figures flow in without manual exports.
Pick your dashboards
Start from ready-made dashboards for finance, sales, inventory, CRM, marketing and projects, then adjust charts and filters to suit.
Give your team access
Managers see the dashboards for their area, with role-based permissions controlling who sees what.
Review and act
Schedule regular reports, compare periods and drill into the figures that need attention.
Built for the people who run on numbers
Owners & directors
One view of revenue, costs, stock and pipeline across the business.
Finance teams
Income, expense and cash flow trends without building spreadsheets.
Sales & marketing
Track sales, campaigns and the customer pipeline against targets.
Operations & projects
Follow stock levels, project progress and budgets in one place.
Works with the tools you already use
SingularERP-Books
Income, expenses, invoices and cash flow for finance analytics.
SingularERP-POS
Sales, products and stock movement for sales and inventory charts.
SingularERP-CRM
Leads, deals and campaigns for CRM and marketing analytics.
SingularERP-Project
Tasks, timesheets and budgets for project analytics.
What changes for your team
Less time on reports
Charts draw on your SingularERP records, so month-end reporting no longer means compiling figures by hand.
Problems spotted sooner
Falling sales, slow-moving stock or a project over budget show up while there is still time to act.
One set of numbers
Every department reads from the same figures, so meetings start with decisions, not debates.
Better decisions
Compare periods, branches and products to see what is working and where to invest.
Add more as you grow
Other SingularERP products that fit naturally alongside SingularERP-BI.
