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Tools to Visualize Your Business Data

BisTrack offers two main ways to see and analyze your business data.

Dashboards offer a high-level, graphical overview of key performance indicators for specific roles in your building supply business. These customizable interfaces act as role-specific homepages, using charts, graphs, and metrics to provide immediate insights into business health and performance, with drill-down capabilities for more detail. 

Smart Views present detailed, spreadsheet-like data in a grid format. An intuitive wizard allows any user to easily slice and dice information without technical expertise. While dashboards provide a visual summary, Smart Views enable in-depth examination of raw data, allowing users to sort, filter, and directly work with information for actionable insights. 

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Benefits

bistrack roled based dashboards

Dashboards

BisTrack offers a library of ready-to-use dashboards tailored to specific job functions within a building supply business.

  • Business Advisor Dashboard: 
      • Holistic view of overall company health. 
      • Insights into daily cash and sales charges. 
      • Sales performance analysis. 
      • Visibility into inventory health. 
      • Snapshot of accounts receivable aging. 
    • Sales Manager Dashboard: 
        • Focuses on metrics relevant to driving sales performance. 
        • Visualizations of sales team performance. 
        • Insights into sales trends by product category or customer segment. 
        • Metrics on sales pipeline and conversion rates. 
      • Accounts Receivable Dashboard: 
        • Designed for finance professionals to manage customer payments. 
        • Clear view of outstanding invoices, categorized by aging. 
        • Highlights customers with overdue balances. 
        • Metrics on collection efficiency and days sales outstanding (DSO). 

        Smart Views

        See a detailed, grid-based view of your data, enabling users to examine specific records and take direct action. You can save and reuse layouts to standardize complex analyses across teams.

        • Detailed Data Presentation: Provides a grid format for in-depth views of raw numbers.
        • Ideal for Granular Analysis: Suitable for tasks like analyzing sales order details, inventory transactions, and accounts receivable ledgers.
        • Flexibility: Users can easily filter, sort, and group data to focus on relevant information and work with it directly.
        • Practical Applications: Allows building suppliers to pinpoint profitability and track the movement of building supply materials across different job sites.
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        Drill-Down Capability

        Move from summary data to detailed records with a click.

        • Instant Access to Underlying Data: Clicking dashboard elements (data points, chart bars, metrics) opens the corresponding smart view. 
        • Root Cause Identification: Enables building suppliers to quickly understand the specifics behind trends observed in dashboards (e.g., investigating a sales dip). 
        • Informed Action: Empowers users to identify issues and take appropriate steps based on detailed insights (e.g., analyzing slow-moving insulation). 

        External Data Sharing

        Share data with stakeholders who may not have direct system access.

        • Export to Common Formats: Grid-style data (like smart views) can be exported to .xlsx (Excel), .csv, and .pdf.
        • Report Generation: Allows building suppliers to create reports on critical information such as inventory valuation and sales performance.
        • Facilitates External Collaboration: Enables sharing reports with external partners, remote management, and non-regular BisTrack users.
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        Data Management Beyond BisTrack

        Grow BI unlocks enhanced data management capabilities, letting you:

        • Connect to over 150 external platforms, not just BisTrack.
        • Handle everything from data extraction and warehousing to visualization, all in one place.
        • Utilize no-code ETL and enjoy unlimited user access for widespread data analysis.
        • Leverage advanced predictive analytics for smarter decisions, like inventory forecasting.
        Grow BI
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