Hook-Tech BI Bundle v1.0
Company Sales Dashboard
Parameter for Year.
Analysis of Sales, Cost and Profit for the Last 3 Years.
Sales Comparison By Branch Year on Year
Sales $ and Margin % by Month for 12 Months
Top 10 Product Sales $ and Margin % YTD
Accounts Receivable Dashboard
Parameter for Branch or Company Level
AR Aging Chart with drill down to Customer Level
Top 10 Past Due Customers with drill down
Top 15 AR Balances by Sales Rep with drill down
Average Days to Pay
AR Past Due trend last 6 months
Open transaction counts and values.
Accounts Receivable Dashboard
Parameter for Branch or Company Level
AR Aging Chart with drill down to Customer Level
Top 10 Past Due Customers with drill down
Top 15 AR Balances by Sales Rep with drill down
Average Days to Pay
AR Past Due trend last 6 months
Open transaction counts and values.
Dispatch Dashboard
Links to Journey Smart View, Tickets per Hour and Transactions Not on a Delivery (Google Maps).
Average Journey data by Sales Rep
Average journeys by day/week/month
Average credits on a journey by day/week/month
Journey Averages by driver YTD
IT Administrator Dashboard
Displays up to 7 drives on the database server, showing their status
SQL Memory Usage
Top 10 BisTrack database tables by size
Shows users logged in and option to send network or BisTrack messages with a smart-click
Displays total BisTrack database size.
Inventory Dashboard
Parameter for Branch
Inventory Value as of last Stock Valuation
Last 12 months Valuations
Average Inventory Turns
Total Valuation by Product Group 1
Slow Moving Products based on Sales vs Current Valuation
Metrics for Stock Receipts, COGS, Transfers MTD
Supplier Performance Dashboard
Parameter for Branch and Supplier
Last 3 Years Purchases by Branch - Stock /Special
Top 8 Product Groups - Last 3 Years
Analysis of Purchases and Change % YOY
Key Metrics for PO Counts
Analysis of Product Group Purchases and Change % YOY
Supplier Return Metrics
Sales Rep Scorecard
Manager version with Sales Rep Parameter
Sales Analysis Month/Quarter/Year/Last 12 Months
Sales Graph Last 13 Months
Top 10 Customers - 12 Months
Sales Trends compared to Prior Year
Margin Chart YOY
Sales/Cost/Margin YOY
Product Group Sales YOY
AR Totals
Transaction Counts with Drill Down
Tickets Per Hour Dashboard
Branch and Company Version
Parameters for Date Range and Day(s) of Week
Count/Sales $ and GP $ By hour based on date range
Detailed Data per Hour
Data based on Sales Order Creation Date/Time
Transactions Not on a Delivery - Map
Parameters for Branch and Date Range - Date Required
Displays Orders and Credit Notes not yet on a Journey
Full Google Maps Interaction
Click Markers for Details on Transactions
Addresses with no coordinates can be geocoded with smart-click
Google Maps API Key used for Geocoding