Goldfinch Analytics is cloud native advanced analytics tool which helps in planning process so finance team can quickly and easily create budgets and forecasts business with the real-time data analysis.
Powerful dashboards that turn data into actionable information.It includes 30+ widgets to perform analytical operations without writing code.Users can easily and securely explore their data, create criteria filters with real-time visualizations.
Planning using spreadsheet results in less collaboration among teams, it is also inefficiency and is error prone. Demand is volatile, costs fluctuate and the business landscape is constantly changing.
Reduce planning cycle time.
Streamline real-time data.
Secure, self-service capabilities deliver information to analysts.
All the stakeholders are connected in a single environment.
Schedule time event load service frequency as hourly, daily, monthly and quarterly as per your preference.
Capability to have Full Time event load and incremental load.
Users can interact with dashboard in multiple ways.
Several widgets offer support for drill-down access.
1. KPI’s with daily, weekly, monhtly, yearly sales order.
2. Quantity & Sales by Product Class
3. Sales Order by Order Type & Status
4. Sales Order by location
5. Top Customers by Sales
6. New Customers added in Current month, Year
7. Line level sales order details aggregated with various tables
1. Monthly & Yearly Purchase Order Value
2. Top Vendors by Purchase Value
3. Top Warehouse by Purchase Value
4. Top Item Purchased
5. Line level purchase order details
1. Number of Open RMA
2. Open RMA’s by customer
3. Top RMA problems
4. RMA by Product class
5. Line level details of RMA
1. Number of Open dispatch notes & value
2. Dispatch notes weekly, monthly analysis
3. Top customer by dispatch value
4. Open dispatch by Order type and location
5. Line level dispatch details
1. KPI’s with Inventory Value, In Transit Value, On Order Value & Active Warehouse
2. Inventory value by warehouse
3. Top Warehouse by sales value, on hand quantity, back order quantity
4. Sales by Item, Item Qty
5. Line level Inventory details & Goods in Transit details
6. Projected Available Balance report
7. Details of In Transit & In Stock list Inventory items
1. Individual details of each sales rep is show
2. Monthly summary reports with goal amount and actual amount
3. Weekly, monthly, yearly bookings and invoice amount
4. Booking & Invoice value by State & Division
5. Booking & Invoice value by Customer & Division
1. Invoice Balance by Customer, Salesperson, Branch
2. AR Aging buckets for Customer
Users can directly interact with the analytics information. Sales and operationally-driven strategic plans can be linked to long-term and near-term financial plans. All the stakeholders are accounted in the single dashboard, making it easier for finance to get meaningful insights. Industry-standard reports plus no-code capabilities get business users the information they need quickly.