Webinar Business Intelligence

Created: 17.09.2025 (updated: 06.10.2025)
|

Hans Jakob Becker, Head of Project Management and Dario Valenti, consulting and sales, will show you how to work optimally with the Business Intelligence module in order to understand your figures exactly. Afterwards, the questions will also be dealt with.

Clarity instead of gut feeling

Which customers generate which sales? Which projects are really profitable? Where do I start if the key measure deviates from the forecast?

Information easily available

No more tinkering with reports in Excel and Co. Vertec BI delivers standardized evaluations directly from your integrated CRM and ERP system. Know what’s going on faster – without going back and forth between different software solutionsSoftware solutions

Control instead of blind flight

Use your key measures not only for analysis, but also as a controlling compass for strategic decisions.

You determine the measures

Measures are not only calculated and displayed. With Vertec BI, you can adapt the calculation (or definition) of measures to your business model – and not the other way around. Individually controllable instead of rigidly defined.

Recording

36:40
play-button

More about the Business Intelligence module:

None
28.09.2026

Webinar Vertec AI app

How to complete tasks in natural language with Claude, ChatGPT and Co. via the Vertec AI app.
None
24.09.2026

Webinar e-invoice

Is your Vertec ready for e-invoice? These are the most important take-aways for creating an e-invoice.
None
16.06.2026

Webinar Purchase

Recording Webinar Purchase: Enter, budget and charge project expenses right from the start
None
27.05.2026

Invoice, discounts and warranty at engineers

Recording Webinar for Engineers: Invoicing, Multi-Level Discounts, Warranty Retention
None
28.04.2026

Online event for fiduciaries: Trustee services as a subscription

Recording Webinar for Fiduciaries: Fiduciary Services as a Subscription: Simply Calculate, Simply Bill
None
02.04.2026

Webinar for Engineers: Offering

Recording Webinar for Engineers: Efficient and Integrated: From Quoting to Invoicing
None
19.03.2026

Webinar Additional Features

Webinar Recording: Additional Features – Understanding and Making the Most of Vertec’s Free Additional Features.

Netherlands

United Kingdom