incadea.bi

A full overview of your business, at a glance

Business Intelligence (BI) refers to skills, technologies, applications and practices used to help a business acquire a better understanding of its commercial context. Business Intelligence may also refer to the collected information itself. BI applications provide historical, current and forecasting views on business operations. The goal is to gain insights into business operations.

BI is not only reporting but also gathering, storing, providing and analyzing data. Business Intelligence often aims to support better business decision-making. Thus, a BI system can also be called a decision support system (DSS).

incadea.engine can handle multiple data from many different sources. The knowledge of your dealerships' data is verry important for business steering. For this reason, incadea has developed a tool for user-friendly presentations of important organizational data.

The focus is clearly on automotive market requirements:

  • Transparent reporting including graphical display opportunities
  • An easy-to-use and flexible all-inclusive solution based on standard automotive cubes and reports
  • Solution with integration in Microsoft Office system
  • Consolidation of data from different sources

The integrated incadea.bi solution is based on Microsoft standard technology that is using Microsoft SQL server with SQL server integrated services (SQL server, SQL server reporting services, SQL server analysis services and SQL server integration services) and, as client application "incadea Management Cockpit". The processes to build are delivered by the data warehouse (staging database) and the basic cubes for analyses are designed by incadea and covers the needs of the automotive business. 

Levels of Business Intelligence

incadea.bi delivers ad hoc information on different business levels in a company. This can be the operational, the tactical or the strategic level so BI covers every single stage in an organization. incadea.bi enables the user to conduct ad hoc analysis and reports on the operational level. Trends and dashboards for branch or make/department comprise the tactical level and finally incadea.bi covers the strategic level with KPI and score cards for groups and companies.

Features & Benefits of incadea.bi

  • Transparency - get to know your daily business (revenues, gross profits, resource utilization etc.)
  • Comprehensiveness - easily find detailed information in your reports (control your vehicle sales department gross profit and drill through the single vehicle sales on demand)
  • Customization - adjust your analysis yourself (add, place or remove the service advisor name in your sales invoice overview)
  • Compatibility - utilize your analysis in MS Office (highlight the most profitable items in your monthly parts sales statistic with the conditional formatting opportunities of MS Excel)
  • Visibility - use graphical displays instead of figures (show the most powerful vehicle sales person of the month in the chart)


Opportunities for your business

  • Enables sophisticated reporting for all functional areas of your business
  • Provides in-depth knowledge about company operations
  • Reduces costs by minimizing the time required to collect relevant business data
  • Responds faster to new opportunities and changing demands of the market
  • Simplifies graphical presentation of KPIs and metrics
  • Enables much quicker and fact-based decision making - DSS
  • Optimizes performance for fast retrievals of relatively large volumes of data
  • Supports economical requirements of an organization in-depth
  • Eases organizational information management by its central and integrated BI environment

incadea.bi consists of the Management Cockpit including dashboards based on pivot tables, grid and line reports - comprising more than 50 carefully designed predefined standard analysis objects which will be described subsequently - and the administration.

incadea.bi offers powerful analysis and reports of the following core areas:

  • General Ledger
  • Bank Ledger
  • Vendor Ledger
  • Customer Ledger
  • Fixed Assets
  • Parts
  • Vehicles
  • Service

Management Cockpit

The Management Cockpit is a user-friendly, multilingual BI tool developed by incadea having the following core features:

  • User-friendly, Outlook like interface
  • Microsoft Office oriented platform
  • 3 types of provided objects: Dashboards based on pivot tables, grid reports, line reports
  • Easy implementation, quick user training and quick user acceptance
  • All types of objects can be easily customized
  • Scalable from small to big companies
  • Combination and consolidation of data from different data sources
  • Pre-defined simplified data model for all supported incadea versions suitable for automotive standard processes
  • Free definition of groups and subgroups, user and user templates with permissions
  • Supported incadea databases: SQL Server and C/Side

Dashboard based on Pivot tables

   

Highlights

 

  • Apply filters on dimensions
  • Sort ascending or descending
  • Drag and drop fields
  • Add fields from a field list
  • Add calculated fields
  • Drill through function (display table data of measures)
  • Display measures as value or percentage
  • Customize views
  • Export data to Excel
  • Change chart type

Predefined Pivot Tables - General Ledger*

Bank Transactions
Customer Balance
Customer Balance by Invoice amount
Vendor Balance
Vendor Balance by Invoice amount
Fixed Assets
General ledger entries

Predefined Pivot Tables - Service*

Service Sales
Service Sales by charging group

 

Predefined Pivot Tables - Parts*

Inventory
Inventory by Location
Parts Purchase
Parts Sales
Parts Sales by Customer
Parts Sales by Make

Predefined Pivot Tables - Vehicles*

Vehicle Sales by Days Carried
Vehicle Sales by Product Posting Group
Vehicle Stock

 

 


Grid Reports

 
 

Highlights

 

  • Apply different parameters
  • Group grids by different fields
  • Expand and collapse grid view
  • Change grid view for card view
  • Export grids to Excel or pdf
  • Zoom-in, zoom-out
    Freeze and unfreeze columns
  • Display number of records currently in the grid
  • Sort all columns ascending or descending
  • Apply filters on all columns
  • Delete and restore fields
  • Define various totals (average, count, minimum, maximum, sum)

 

Predefined Grids - General Ledger*

Bank Transactions
Customer Ledger Entry
Customer Ledger Entry by Customer
Open Customer Ledger Entry by Customer
Vendor Ledger Entry
Vendor Ledger Entry by Vendor
Open Vendor Ledger Entry by Vendor
Fixed Assets
General Ledger Entry

Predefined Grids - Service*

Service revenue

 

Predefined Grids - Parts*

Parts
Parts Inventory
Parts Sales by Item

Predefined Grids - Vehicles*

Vehicle Sales
Vehicle Stock

* Release 1

 


Line Reports

   

Highlights

 

  • Definable parameters
  • Zoom-in and zoom-out
  • Refresh report views without restarting report
  • Save reports as html, XML, PDF
  • Export reports to excel 

 

Predefined Line Reports - General Ledger*

Customer Balance Sheet
Customer Detail Trial Balance
Customer Open Entries
Fixed Assets - Book Value
General Ledger Balance Sheet
General Ledger Balance Sheet Year-To-Year
General Ledger Detail Trial Balance
Vendor Balance Sheet
Vendor Detail Trial Balance
Vendor Open Entries

Predefined Line Reports - Service*

Labor Variance Analysis
Service Sold Hours by Month
Service Statistics by Service Advisor

 

Predefined Line Reports - Parts*

Parts Inventory
Parts Purchase Statistics by Vendor
Parts Sales Statistics by Make

Predefined Line Reports - Vehicles*

Vehicle Annual Sales
Vehicle Annual Sales/Quantity
Vehicle Purchase Orders
Vehicle Sales by days Carried
Vehicle Sales by Salesperson
Vehicle Stock

* Release 1


Delivery Package

Management Cockpit (Cockpit application)

Cockpit Admin Toolkit (managing translations, script editor for adding fields)

Cockpit Daemon (first database implementation, scheduling of ETL, Native data load, processing cubes)

Setup Files

Staging Scripts* for building data warehouse for incadea.engine BMW version, 2.30 and 3.x.

Analysis Database*for SQL versions 2000, 2005 and 2008

56 Standard Analysis Objects (Pivot Tables, Grids, Line Reports)

Management Cockpit Users Manual English and German

Initial Translations*English and German

incadea.engine Documentation for Native data load

Microsoft Office Web Components English and German

Microsoft .NET Framework 3.5 SP1 English and German

Installation Files for Management Cockpit Daemon Shared Management Objects, CLR Types, SQL 2008 Native Client

Management Cockpit Implementation Manual English only

 

IMPORTANT NOTICE: The data model in the data warehouse is the same for all supported incadea.engine versions!
incadea delivers different versions of ETL scripts only.

 

* goes initially to the incadea VAR Partner for localization purposes

* Release 1 as of August 2009


Related Content

Twitter Facebook linkedin