BI generator for the presentation of basic financial indicators for different user groups.
The feature BI Financial KPIs provides a compact overview of the financial situation of a company. Important KPIs on sales, costs and earnings are presented in bundled form. This allows you to quickly see how the company is developing economically.
The evaluations create transparent information about income and working hours. They show which areas contribute to the result and where deviations occur. This supports targeted management and well-founded decisions.
Because the measures are based on data in Vertec, there is no need for additional data collection. The analyses draw on existing financial and performance data. This ensures consistency and reduces hours.
The feature BI Financial KPIs is based on a structured data model that brings together financial and operational data. It captures typical financial insights and provides them in a consistent form for analysis.
The aim is to display current KPIs on orders, sales and costs as well as an overview of debtors. In addition, the KPIs can be viewed from different perspectives, such as by projects, project types and customers.
The folder "Financial KPI" is created in the "Controlling and BI" root folder. The following three subfolders are also created: "Order intake and backlog", "Turnover and cost" and "Invoices".
You can analyse the KPIs in a targeted manner and compare them with each other. This allows you to identify connections between different financial variables and identify strengths and potential for optimization. The evaluations can be flexibly adapted to your requirements.
This feature allows you to look at measuring figures over different time periods, such as revenue and costs by project in this example. This allows you to analyze developments and trends and compare current values with past periods, for example. This helps you evaluate the company’s performance.
BI financial metrics directly access existing Vertec data, eliminating the need for separate data preparation and ensuring that you always work with up-to-current and consistent information. The feature integrates seamlessly into your existing controlling and reporting processes.
The structured presentation and analysis of financial KPIs provides a reliable basis for your corporate management. You can make profound decisions based on up-to-date data and thus improve the economic performance of your company.
BI Measures for opportunities, Core measures and own measures
You create a new offer in Vertec on an existing project or a case. Firstly, you select the service types or project phases and assign them to the offer. Budgeting is done in the next step. A clear advantage: Project planning and creating of offers is directly connected, which saves you a lot of time throughout the process. Further information on creating an offer is provided on the relevant page.
Get an overview of all offers that have been sent. You can make this view globally visible to all users. This way, each and every employee of your company knows which offers are active and pending.
In Vertec, you can create follow-ups for yourself or other employees. All follow-ups are included in the “Sales” folder and are clearly displayed as a list. You can apply different filters there. If necessary, you can automatically set up follow-ups so that they are created directly when an offer is created.
Yes, because Vertec has been developed specifically for service providers. When invoicing, you can still edit the services to be invoiced, and you can invoice both at fixed prices and depending on expenditure (hours and material). Of course, you can also invoice travel expenses and other expenses, too.
Many consulting companies do not get the whole picture. This is means, there is no quick access to valuable information such as:
What is the status of my projects? Who worked on which project for how many hours? Did all employees record their time correctly? If irregularities occur, following processes such as billing and controlling may be delayed.
The problem spreads further. How much project budget is still available? Which ones of the ongoing projects are actually the most profitable? Will there be enough human resources available in the near future to accept more projects?
Keep an overview with lean controlling
Vertec lights up the dark and offers you clear and easy to understand project controlling that answers the questions mentioned and even others quickly. At the touch of a button, all the KPIs become available. With Vertec being an integrated CRM and ERP system, fees, costs, contribution margins and much more can clearly be visualized.
We would be happy to show you in a non-binding demo how Vertec can make your daily work easier. You will learn how your tasks and processes can be implemented in the software. Post your personal demo appointment now in our booking calendar.
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
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If the calculation is changed during the quotation phase, the change can be tracked, for example, at one phase. The old and new values can be compared with each other. For this purpose, it makes sense to save a comment and the user when a change is made.
