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Modern reporting with Customer BI and Reporting Portal at getsix® – Optimizing results for international companies

Modern reporting with Customer BI and Reporting Portal at getsix® – Optimizing results for international companies

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Date25 Oct 2024

Modern business, especially for companies operating in multiple international markets, requires access to precise real-time data. Our new Customer BI and Reporting Portal service leverages cutting-edge Business Intelligence technologies such as Power BI to ensure effective management, data analysis, and reporting automation. The solution offered by getsix® enables international companies to compare their financial and operational results across different countries, significantly improving strategic decision-making process.


BI solutions tailored to the specific needs of international companies

Our BI solutions are based on the integration of data from various accounting, ERP, and CRM systems, allowing for complete financial and operational analysis. With the Customer BI and Reporting Portal provided by getsix®, companies can monitor performance indicators, analyze profitability, and control operational costs in real-time, as well as compare results from different markets. For international capital groups, this is a particularly valuable tool that allows data analysis at local, regional, and global levels.
Screen Customer BI and Reporting Portal getsix


Advantages of the getsix® solution based on Power BI

  • Reporting automation: Reports are generated automatically, eliminating the need for manual data processing and minimizing the risk of errors. This allows executives to focus on analyzing results rather than sourcing them.
  • Comprehensive financial analysis: With Power BI, all key financial indicators, such as profit, cost, assets, and liabilities are available in real-time, enabling full control over the operations of the company.
  • Customization of reports: getsix® offers the ability to fully customize reports, making BI solutions tailored to the specific needs of each company. Tools can be configured to generate financial, management, sales, or operational reports according to client requirements.
  • Integration with various data sources: Power BI at getsix® integrates data from multiple systems: accounting, CRM, ERP, and HR, providing a comprehensive view of your company’s operations.

Sample financial and management reports

With Power BI, getsix® offers international companies a full range of customized reports. Examples of reports that can be generated include:

  • Comparison of financial performance of companies in different countries – enables analysis and comparison of profits, costs, and profitability in different markets.
  • Operational costs analysis – monitoring the costs of production, logistics, sales, and other aspects of operations.
  • Management control – support in decision-making through ongoing analysis of financial and operational performance indicators.

Management control and performance comparison of several companies operating in different countries – Case study

In collaboration with a client from the forestry industry, getsix® implemented an advanced reporting system for management control and comparison of performance of several companies operating in different European countries. The client placed particular emphasis on real-time access to data and its automatic processing. Our solution, based on Power BI and Microsoft Dynamics 365 Business Central, makes it possible to download current data from the accounting system, which is then transformed into detailed reports. This online reporting system provided the client with the ability to quickly analyze key indicators such as costs, revenues, assets, and liabilities, replacing the previous manual process.

If you would like to learn more, please download the full case study in PDF format. Examples of other reports and detailed information about the Customer BI and Reporting Portal service can be found on our website.


Source data – A comprehensive view of company operations

At getsix®, we recognize that data can come from various systems and formats. That is why we offer integration of Power BI with different data sources, including:

  • Accounting systems – such as Microsoft Dynamics 365 Business Central, enabling precise financial analysis.
  • ERP and CRM systems – integrated solutions for complete operational control and customer relationship management.
  • HR data – analysis of human resource management metrics.
  • Sales and marketing data – allowing for the monitoring of marketing campaign results and the effectiveness of sales activities.

Trust in getsix® experts

The services provided by getsix® are carried out by Microsoft Certified: Power BI Data Analyst Associate specialists, which guarantees the highest quality and security of processed data. Working with getsix® ensures that data is analyzed professionally and the reports generated provide accurate and reliable information that supports the strategic decision-making process.


Contact us

If your company needs modern tools for data analysis, we invite you to contact getsix®. Our experts will advise on the best solutions tailored to your business needs and help you implement them for maximum benefit.

If you have any questions regarding this topic or if you are in need for any additional information – please do not hesitate to contact us:

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CUSTOMER RELATIONSHIPS DEPARTMENT

Elżbieta Naron

ELŻBIETA NARON
Head of Customer Relationships
Department / Senior Manager
getsix® Group
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This publication is non-binding information and serves for general information purposes. The information provided does not constitute legal, tax or management advice and does not replace individual advice. Despite careful processing, all information in this publication is provided without any guarantee for the accuracy, up-to-date nature or completeness of the information. The information in this publication is not suitable as the sole basis for action and cannot replace actual advice in individual cases. The liability of the authors or getsix® are excluded. We kindly ask you to contact us directly for a binding consultation if required. The content of this publication iis the intellectual property of getsix® or its partner companies and is protected by copyright. Users of this information may download, print and copy the contents of the publication exclusively for their own purposes.