THE LATEST PRODUCT UPDATES

You can now view the data behind your BI charts quickly and easily – and without doing a data export.  

Simply click the 9-dot icon at the top right of any of your BI charts and your data appears. You can then easily export it by clicking the 3-dot menu and selecting Export. 

BI Vision now gives you the flexibility to view your data in the chart type of your choice – either a pie chart, or a vertical or horizontal bar chart. 

If you’re a BI Vision subscriber, you now have a quick way to check your BI Vision data from your main dashboard.   

The link on each tile of your dashboard now takes you to the relevant section of BI Vision – so access is just one click away. 

This great new update to BI Vision lets you customise your dashboards – so your display has everything you need, in the right place.  

It’s easy – head to any of your BI contexts and select ‘New Custom Layout’ from the dropdown menu to move, resize, rearrange, remove & add KPI tiles. 

You can also give your custom layout a unique name – and delete custom layouts if you no longer need them. 

Watch out for even more improvements to this feature coming soon! 

You’ll have greater clarity on your product quantities in BI Vision with the addition of unit numbers for these KPIs:  

• Stock on hand value 
• Allocated stock value  
• Available stock value  
• Open purchase order value  
• Backorder value  

You’ll also see quantities displayed on your timeline chart, to give you a view of unit number over time. And to make viewing your quantities possible as you scroll down the page, these are also included in your ‘sticky’ navigation panel. 

Your BI insights are even more accessible with changes we’ve made to your weekly update email.  

For each of your KPIs your email now provides a more targeted link that takes you directly to the corresponding target in BI Vision Plus: Gross Profit, Gross Profit %, or Sales Revenue. 

Wanting to know which customers have received free products, or the value of these?

On the BI Vision Sales page, you’ll see that Free Credits and Credits are now displayed separately when you view Sales Revenue by transaction type, so you can see the difference between the two.

Pro Tip: Click on Free Credits in the transactions section to find more information, such as the products and customers your free credits are for.

With our updates to BI this month, you’ll find tracking your KPIs that much simpler – and we’re preparing for more great improvements:

• We’ve released a new page for the main BI dashboard – paving the way for the ability to customise your BI dashboard in the near future. Watch this space!
• You’ll find it easier to review BI Vision targets for the current period with changes to the grid layout, including the addition of a new Selected Year Sales Revenue column.
• Adding and editing your BI Vision notification rules just got easier: simply click anywhere on the page to dismiss the success notification for your changes.

Enjoy easier navigation with the new BI Vision Plus button, which takes you straight to the Vision Plus page. Your system will even remember which measure you’re viewing, and auto-select this when you arrive at Vision Plus.

You’ll find changing KPIs and filters more user-friendly with the new ‘sticky’ control panel in BI Vision.   

So what do we mean by ‘sticky’? It means that instead of having to scroll up the page to view your KPI values and filters panel, this now ‘sticks’ to the top of your screen – so you can view and change these no matter where you are on the page. 

This latest update to your BI Vision means your dashboard now displays quantities of product for orders, orders received and returned orders – so you can see at a glance how many units there are for each of these categories.

With our latest updates to Business Intelligence, you have even more options for product filtering and notifications, and you can see sales trends at a glance:

• With the new dimension Product Type, you can filter according to categories such as components and assembled products.
• Your sales timeline chart now displays a sales trend line so you can see trends at a glance – and you can cross-filter to view trends for specific Products or Product Groups.
• And you’re now able to select Partner account holders as recipients for your BI Targets and Tracking notifications.

We’ve updated the Products and Customers charts on the BI Vision, Sales page to provide you with clearer and richer information. These charts now display your top 25 customers or products by default – rather than giving you the segmented pentile chart you used to see.

You can easily change your view of this data –  to your top 100 products or customers, or a view of your customers and products segmented according to revenue. 

Pro tip: If you want to view a full list of all Products or Customers for these charts you can use the export to CSV (all) feature.

We’ve added several new dimensions to the Sales context of BI Vision to give you even more insights – view your Sales Revenue by: 

• Sales group 
• Warehouse 
• Transaction type 

For each of these dimensions, BI Vision generates a bar chart with data and rankings according to Sales Revenue  – so you have full visibility over these categories and how these factors impact your revenue. 

You’ll notice that the Sales Channel pie chart is now presented in bar chart format.

This update allows Sales Channel data to be represented more clearly, allowing for negative Sales Revenue values. 

Keep an eye on your transactions without logging into Unleashed. With this update to BI Vision you can now select these additional measures to include in your automatic BI email updates:  

• Low stock levels  
• Batch Expiry  
• Open Shipments  

You can also add your top 5 products and customers to your email notifications, and set a date range for these that suits your needs – either month to date, year to date, or last month.  

BI Vision Plus – our latest Business Intelligence enhancement – is a powerful feature that gives you a quick and accurate way to track your sales performance against set targets. 

With the new targets and tracking feature, you can add targets for sales revenue, gross profit, and gross profit % – and your Unleashed app generates attractive graphs and tables so you can view this data easily.  

BI Vision Plus also lets you create and edit automated notification rules so performance updates are emailed straight to your inbox, giving you a high-level view of how your business is tracking without even logging in to Unleashed. 

In BI Vision you can now choose ‘Last Year’ as the date selection on your Sales, Customers, Purchases and Production pages. You’ll now find it quicker and easier to access data for the last calendar year.

Good news for those new to Unleashed — you can immediately glean valuable sales insights with BI Vision. This enhancement, allows you to upload your historical sales data (Invoices, Sales Orders and Credits) from your previous stock management system into BI Vision.

You’ll find more meaningful customer information in the customer context of BI Vision.

Your Customer graph will display in table format, when selecting the Total Customers, New Customers, or Active Customers KPIs. This format allows you to view much more valuable customer information such as customer type, currency, sales group, and more. You can also sort the order by which customers are listed in the table by right clicking on the column and selecting “Sort”.

When you select the Avg. Orders per Customer, or Avg. Revenue per Customer KPIs, the Customer graph will display as a bar chart, grouped by customer value.

In the Sales module, you will now be able to see sales by country, then drill down to sales by regions and states.

The timeline graph displaying the count/value of Purchase transitions over time now includes the quantity of those transactions over time. This allows you to easily view both metrics simultaneously and identify relationships between them.

Navigating and sharing information from BI Vision just got a whole lot easier.

Apply filters to create unique URLs (web addresses). Save or bookmark your filtered view in your browser and return to it at any time. You can also share the unique URL to share your filtered view with others.

In your Sales context of BI Vision, you will now see a new KPI tile for total sales for units sold. Slice and dice your data to view total units sold across dates and dimensions such as sales person, products, regions and more.

It’s easier to see what you really want to know at a glance. Within the menu of each dimension, you can now search and select multiple items to quickly select or filter out items to view more specific results.

Further refine your view by a custom date range and see year-on-year comparisons. This option is available now in your date menu.