Graphically prepare your performance data for analysis and controlling
Visualize the key performance KPI (KPIs) that are relevant to you directly with the click of a mouse in the Vertec interface. Business Intelligence directly in CRM and ERP: Which of your projects has the highest contribution margin? Which service types generate the highest turnover? These and many other queries can be evaluated graphically in Vertec. With just a few clicks, you can receive a business analysis of all relevant performance data.
With Model Business Intelligence, you can show your most important Kpi in the form of bar or line charts with just a few clicks in the CRM and ERP of Vertec. You determine the period to be evaluated individually. The graphs are particularly suitable for passing on the relevant KPI to management, management or project leaders, as they provide a quick overview.
Using the list evaluations, you can analyse all objects in Vertec. Depending on your requirements, these evaluations can be shown in the software in the form of a list, as a bar chart or as a line chart (time series). In addition to a series of predefined Kpi, you can also change them or define your own values for graphical presentation.
At the employee level, there are various evaluation options for the analysis. All key Kpi relevant to an employee can be displayed in a freely selectable time period. These can be sales figures, costs incurred, time hours or invoiced percentage of services.
With the BI function, you can evaluate different projects in detail. To do this, consider the key KPI per service type, user or at phase level. These can be the entered fee, the contribution margin and the incurred costs. Which projects were the most profitable in which period? Compare several projects with each other and use these key Kpi for your controlling and the evaluation of the overall profitability of individual projects.
Do you want to select data from a large amount of data? Or create an intersection of data with specific criteria or keywords? In Vertec, you can sort data into folders with a click or by using conditions. You can then display these folders as graphics using the Business Intelligence module.
All KPIs and graphs from Vertec can be exported to Excel.
With the BI API you can use and process the data you have pre-calculated in Vertec in other programs (e.g. Microsoft Power BI).
Product line “Standard” or “Expert”
modules “Services & CRM,” “Business Intelligence”
This is possible with the BI API. Alternatively, simple CSV or Excel exports and subsequent import in to BI tools is also possible.
Yes, you can turn any KPIs into an evaluation table for customers, projects or target groups (management, management, ...). The individual evaluation folders can be expanded according to your requirements and made available for download.
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Vertec provides a variety of reports. An overview of our standard reports can be found in our Knowledge Base.
With Vertec, you can generate standardized as well as custom reports. These can be, for example, offers, invoices, a list of expenses to reimburse or the budget overview of a project. The reports are either in Word, Excel or PDF format. The layout basis is usually created as a template in Word or Excel. The data being individual KPIs from Vertec is stored as Python code. Detailed instructions for creating a report can be found in the Knowledge Base.
