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Managing COVID-19 with simPRO BI Reporting

9th Apr 2020

Following our recent webinar The Field Service Industry Guide to Managing COVID-19, we received a lot of questions from our user community about using simPRO’s BI Reporting functionality to review and manage business processes during the current crisis.

BI Reporting is a wonderful tool for businesses wanting to extract specific information from their simPRO build. It allows you to create your own customised reports, dashboards and data visualisations to make more informed business decisions.

By simply creating your own custom BI Reporting dashboards, you can easily monitor current trends on sales and costs in jobs and quotes. You can also identify areas to focus on and potential workflows that can be optimised. Then, you can use this data to plan and adapt to the current economic climate.

Our Help Guide has a step-by-step approach to setting up your BI Reporting including:

  • How to enable BI Reporting in your simPRO build
  • How to create quote questions
  • How to create invoice questions
  • How to assemble the quote and job dashboards
  • And links to the simPRO Learning Toolbox to help you

Get started today by visiting the simPRO Help Guide for instructions and links to the simPRO Learning Toolbox.

You can also visit our COVID-19 Crisis Management Hub for more resources, mental health information and a list of upcoming webinars.