DashboardsDashboards provide an instant visual snapshot of performance. Most companies use role-based dashboards, for instance the CEO views an executive dashboard across different functions covering the entire organization, whereas regional sales managers view sales analysis for their territory. Dashboards must be easy to configure and customize to meet the varied needs of users. Zap Business Intelligence dashboards offer: |
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- Drag-and-drop creation – Users simply drag-and-drop reports, charts, KPIs, scorecards and rich text onto dashboards – no programming is required.
- Dynamic resizing – Layout adjustments are automatic, such as resizing charts to fit a dashboard cell, and dynamically resizing an entire dashboard to suit the user’s screen resolution.
- Guided analytics – Any cell within a dashboard can be sliced by any other cell in the dashboard; meaning users can easily navigate the data based on their own personal requirements.
- Drill down for detail – Drill down from a dashboard to lower level reports for more detail.
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Reports, charts, analysisZap Business Intelligence provides flexible, self-service reporting that improves the accuracy and efficiency of reporting processes. Automate reporting workflows to improve the timeliness of information. This empowers users to move beyond manual reporting and provide more strategic analysis that will impact the bottom line. Unlike many alternatives, Zap Business Intelligence is a single solution for both reporting and analysis, ensuring minimal administration and training overhead. Drag-and-drop functionality includes: |
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 - Management reports – A powerful, central interface to automate and streamlines management reporting. Select reports, scorecards, dashboards and charts into a report pack, add images, title pages, a table of contents, and explanatory text to create a PDF. Reports are automatically refreshed on open.
- Flexible list and aggregate reports – Stop the use of unsecured spreadsheets by providing more powerful functionality than a pivot table in a central web environment.
- In-line charts and KPIs – Information is presented at-a-glance in pivot-tables, with instant trend insight eliminating the need to click around to find information.
- What-if – Developed using enhanced report features such as sliders, what-if functionality allows users to easily model different scenarios.
- Slicing – Superior data comparison from flexible slicing presents only what's relevant based on slice selections already made.
- Ad-hoc analysis – Move beyond reports that just tell you 'what' happened, to analyze the 'why' behind performance. Users can answer any question at any time, exploring multidimensional data from many different perspectives by filtering, drilling down, slicing and dicing.
- Deep drill-through – Navigate data in real time to find answers to even the most complex questions, without having to write new reports. Drill through on calculated members and select multiple cells within a report.
- Real time reports – Gain all the benefits from Reporting Services reports while providing users with a single reporting environment. Integrate real time reports and geo maps from Reporting Services in your Zap reports and dashboards, and slice them by any dimension.
- Flexible functions – The solution comes with extensive pre-defined formulas to help users with common calculations, such as days sales outstanding and bottom inventory count. These in-built functions range from formulas for relative time, to statistical functions and OLAP operations, adding powerful functionality to even the most basic cubes.
- Visualization – Add a chart to a report in a single click. Choose from a wide range of charts, and even make the chart 3D. View data hotspots with conditional formatting and heatmaps.
- Automated report scheduling – Schedule the automatic distribution of reports, knowing that security will be automatically applied so users only see authorized data, even for PDF management reports.
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Key Performance IndicatorsKey Performance Indicators (KPIs) are individual metrics that measure performance against target. Zap Business Intelligence KPIs offer: |
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- Drag-and-drop creation – Users simply drag their calculations and measures onto a KPI. No coding is required.
- Flexibility to customize – Users can set anchors, choosing whether ‘less is good’ or ‘more is good’ on their KPI. Add extra needles to supplement the actual and target figures.
- Dynamic calculations – Boundaries and target figures can be dynamically calculated, useful when using KPIs within filtered dashboards.
- Flexible formatting – Zap provides a wide range of gauges and options, providing a customized look and feel.
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ScorecardsScorecards are a collection of key performance indicators (KPIs) providing an at-a-glance snapshot of performance against targets. Scorecards highlight business goals, and the difference between those objectives and real results. Scorecards in Zap Business Intelligence are fully configurable and provide: |
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- Drag-and-drop creation – Users simply drag KPIs onto their scorecard.
- Drill through – Scorecards can be linked to underlying data, allowing users to click through and further investigate problem areas.
- Weighted KPIs – Weight issues within a scorecard by importance, and sort the scorecard to ensure the most important areas are viewed first.
- Additional metrics - Add extra columns, such as same period last year, or trend for the quarter, so users aren't restricted to showing metrics for past, current, and target figures.
- Automatic creation from hierarchies – Save time creating detailed scorecards. Simply
create a KPI at the top level of a hierarchy,
and have KPIs automatically created for the
dimension members you select. This helps pinpoint exactly which area is affecting
an overall KPI by viewing the products and
departments that contribute to the overall
figure.
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Alerts and report schedulingAlerts and report scheduling provide an early warning system to notify users about changes in performance. They help automate discovery and learning, and remove the task of manually monitoring performance and providing updates. This configurable functionality includes: |
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- Alerts – Notify users of key changes to KPIs such as gross margin falling under target, or a new sale being made; and changes to resources such as reports. Alerts can also be sent based on scheduled events, such as a daily sales update each morning.
- Alerts with insight – Alerts can be sent with contextual reports to immediately highlight the cause of the change.
- Flexible distribution and subscription – The same report can be scheduled to run multiple times with different parameters, formats, frequencies, and destinations. Report distribution is based on a combination of events and timeframes. Zap Business Intelligence users can also subscribe to existing reports to gain more control over the information they receive. PDF management reports can be distributed to non-Zap users, such as customers.
- Security automatically applied – Individual user security is automatically applied to any analytics that are distributed with an alert.
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Extending and sharingExtend and share Zap Business Intelligence as much and as often as required. |
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- Extend the online help – Add new tips and tricks, explanations, meta-tags or even videos within the application.
- Gadget – Easily display and deploy a KPI or a chart on the desktop as a Vista or Windows 7 gadget, controlling the refresh rate and setting a Drill Across Resource.
- Multi-tenancy – Use a single deployment of Zap Business Intelligence to serve multiple organizations.
- Multilingual – Zap Business Intelligence supports automatic presentation in the user's local language.
- SharePoint Integration – Zap Business Intelligence is SharePoint-ready, giving end users flexible slicing and filtering.
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Business TemplatesRe-usable business templates transform the way BI is used. They drastically reduce the time and technical resources needed to create and maintain custom analytics. Templates can shorten the implementation of a BI project, and help gain immediate results that impact the bottom line. |
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Typically, business logic is hard-coded into reports, restricting the easy re-use of this logic across other analytics or deployments. Zap Business Intelligence incorporates business logic into a layer of building blocks, serving as the foundation for analytics. When this foundation layer is changed, all analytics are instantly updated. Zap Business Intelligence allows the creation of an entire suite of business templates based on the foundation layer, which can be easily shared across territories, companies, and entirely different deployments of the solution. With Zap Business Intelligence, simply map the foundation layer and all the analytics automatically fall into place. For example, pre-define account ranges for reports, so there is no manual selection or maintenance for individual report creators. |
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