This document discusses how Sage Construction and Real Estate software provides business visibility through reporting, monitoring, analyzing, predicting, and mobilizing capabilities. It allows users to get the right information to the right people at the right time through customizable reports, dashboards, alerts and mobile access. The software integrates with Microsoft Excel and Outlook for easy data analysis and communication. This helps construction and real estate businesses stay ahead of project issues, understand financial data trends, forecast costs, and access real-time information from any location.

1. Sage Construction
and Real Estate
Business visibility:
Business without
blind spots

2. Sage Construction and Real Estate
Business visibility: Business without blind spots
Table of contents
Reporting 3
Are you getting the right information to the right people at the right time?
Find what you need—when you need it
View company health at a glance
Get instant alerts about critical issues and the information needed to take action
Create and analyze reports with ease using Microsoft Excel
Satisfy enterprise-level reporting needs
Monitoring 6
How can I stay ahead of project issues and costs?
Prevent issues before they arise
Get a new outlook on the information that matters to you
Analyzing 7
How can you cut through the noise and
understand what your financial data really means?
Understand what’s happening and why
Predicting 8
How can you spot trends and forecast costs?
Throw out the crystal ball
See the big picture
Take charge of your data
Mobilizing 9
Can you connect to the project information you need anytime, anywhere?
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3. Sage Construction and Real Estate
Business visibility: Business without blind spots
Do you know what’s around the corner? It can be a daunting task to stay up to date
with every project, job site, customer, and vendor. But missing the smallest detail could
make or break your profitability on a job. It’s critical that you have timely updates so
you can focus your attention on important events affecting your business. Here’s how
you can keep your finger on the pulse and stay ahead of problems before they become
serious issues.
Reporting
Are you getting the right
information to the right
people at the right time?
One of the top reasons contractors choose a construction-specific ERP solution is to
obtain clear, efficient, and effective reports on how their business is doing.
With Sage 300 Construction and Real Estate, you can select the reporting method that
best fits your needs:
• Create reports using over a thousand prebuilt, industry-tested report templates.
• Modify the prebuilt reports—no assistance needed—to satisfy
changing requirements.
• Build your own reports with minimal training using the Sage 300 Construction
Report Designer or SAP® Crystal Reports Designer.
• Consolidate organizational data, including multiple company datasets, and
easily run reports across your entire business using the Sage SQL Gateway.
Best of all, it’s easy to design customized reports on your own—with no special
expertise or extensive training required. You and your staff have the power to analyze
and create reports using intuitive tools that put you in complete command of the
information you present to others.
“We can all look at any
given time and see
what our expenses
are. We can see how
much we billed on a
job, if we underbilled,
if we overbilled and if
there is any profit. It’s
almost unlimited what
you can find in Sage
300 Construction and
Real Estate.”
Lisa Crowder
Dean Crowder Construction Inc.
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4. Find what you need—when you need it
If you need to find specific data, you can quickly search for the information using Sage
300 Construction Inquiries. Modify or create your own customized inquiries using the
Inquiry Designer to get the information you need quickly and efficiently. You can then
drill down to view details and link associated areas throughout your search.
View company health at a glance
Get immediate access to the business information you need to make informed
decisions with the Executive Dashboard. It is easy to monitor trends such as project
profitability, property occupancy, or cash flow using intuitive graphical reports to
identify potential issues before they arise. Customize your dashboard so you only see
the information you need.
Use the Sage 300 Construction and Real
Estate Executive Dashboard to drive the
decision-making process and deliver the
right information to the right people at the
right time.
Sage Construction and Real Estate
Business visibility: Business without blind spots
4

5. Get instant alerts about critical issues and the information needed to take action
Your employees spend a lot of time entering many details, documents, and data into
your business management system. How do you get this information out of the system
in a way that informs people what they need to do every day? MyAssistant
automatically generates reports, spreadsheets, documents, and email alerts,
proactively distributing information to those who need it so they can keep all phases
of a project or property on time and on budget.
Create and analyze reports with ease using Microsoft® Excel®
Microsoft Excel is an easy-to-use tool with which most of your office personnel will
have experience. Using Office Connector, you can create reports and analyze data in
Excel using real-time information from Sage 300 Construction and Real Estate. Office
Connector allows you to query, report, and move data back and forth between Excel
and Sage 300, ensuring you always have the most up-to-date information.
Satisfy enterprise-level reporting needs
If your business requires enterprise-level financial and construction business
intelligence, you can add a Sage third-party platform from Anterra Technology. This
solution provides mobile access to financial statements, dashboards, scorecards, and
analytic tools so you can quickly see where you stand across your project portfolio.
Anterra Technology delivers world class
reporting across your organization. anterraBI™
contains drill through financial statements,
dashboards, scorecards, and analytic tools to
quickly see where you are performing outside
of your plan.
Sage Construction and Real Estate
Business visibility: Business without blind spots
“ Before MyAssistant
these reports were
being printed out
and interofficed to
each manager. But
now we have a
better quality report
and each report is
emailed to individual
property managers
automatically by
MyAssistant at the
end of the month.”
Michael Pritchett
Merchandise mart Properties Inc.
5

6. Sage Construction and Real Estate
Business visibility: Business without blind spots
Monitoring
How can I stay ahead of
project issues and costs?
Prevent issues before they arise
Monitor your key performance indicators (KPIs), get instant alerts when issues need
your attention, and take corrective action with MyAssistant. Set alerts to appear
where you work the most—on your Sage Desktop, on your Windows desktop, or in
Microsoft® Outlook®—so you stay in the loop.
Get a new outlook on the information that matters to you
Sage 300 Construction and Real Estate MyCommunicator for Outlook is a powerful
add-on module to MyAssistant. It uses the familiarity and ease of Outlook to directly
access, track, and update your Sage 300 Construction and Real Estate data in real
time. Sage 300 Construction data is embedded directly within your email, providing
drill-down access to additional details as needed, so you can proactively make
decisions, assign and monitor actionable tasks for employees and vendors, and
improve communication both inside and outside your company.
Keep your company and projects on track
when you use MyCommunicator to proactively
handle potential problems, such as vendor
insurance certificates about to expire
(highlighted in red).
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7. Sage Construction and Real Estate
Business visibility: Business without blind spots
Analyzing
How can you cut through
the noise and understand
what your financial data
really means?
Knowing what’s happening across all your projects can help you assess your
company’s performance and plan future business strategy. But it can be challenging
to sort through all the financial data you have and analyze what’s going on as projects
continue to progress.
Understand what’s happening and why
Using Office Connector, you can create and analyze data and financials in Excel
using real-time information from Sage 300 Construction and Real Estate. Data is
automatically transferred between Sage 300 and Excel so you can analyze and
manipulate data using familiar Excel reports, worksheets, graphs, and more.
With Office Connector, you can quickly see
and analyze job-level values see job-level
values such as contract, estimate, job-to-date
billed, and job-to-date cost. The forecasted
values can be stored in Job Cost as job-level
miscellaneous worksheet amounts.
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8. Sage Construction and Real Estate
Business visibility: Business without blind spots
Predicting
How can you spot trends
and forecast costs?
Throw out the crystal ball
It’s essential to know what’s coming to stay profitable in the construction industry
today. And you must be able to identify the jobs where you can maximize your margins.
To evaluate future projects and buyouts, you need to look at past performance and
adjust based on shifting variables—such as material costs, labor costs, and interest
rates. With Sage 300 Construction and Real Estate Job Cost and General Ledger,
Reports, and Inquiries, you can stay informed about your business’s past, present,
and future.
See the big picture
Get immediate access to the business information you need to make informed
decisions. The Executive Dashboard offers the unique capability to view and monitor
trends at a glance including project profitability, property occupancy, or cash flow.
Plus, you have the ability to drill down to details and initiate action to remedy potential
issues before they arise. Customize your dashboard to view data that’s most
meaningful to you. You can even share the information inside or outside of your
company so others can see your business health.
Take charge of your data
Use real-time information from Sage 300 Construction to ensure your forecast is still
accurate using Sage 300 Office Connector. You can maintain a “living” two-year cost
forecast with revenue projected cost changes using actual cost from Sage 300
Construction Job Cost and General Ledger. You can also increase your surety’s
confidence by keeping your work in progress and general ledger accounts clear and
up to date.
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9. Sage Construction and Real Estate
Business visibility: Business without blind spots
Mobilizing
Can you connect to the
project information you
need anytime, anywhere?
Much of what you need to know happens outside of the office and on the jobsite.
How do you ensure your field employees and office staff are working together with
the same information?
By using Sage Construction Anywhere Project Files, you and your team members
can instantly share the latest and most accurate project information on a secured
centralized hub—documents, drawings, and photos—so that decisions are solid and
projects move forward. Each team member, employees or subcontractors, see only
those documents they need for their job.
Discover how we can help you gain more visibility into your
business. Contact your Sage business partner or call your
customer account manager at 800-858-7095.
“ On the job site, If cost
issues come up with a
subcontractor, I can
check my budgets, I
can see where my
spending is going and
I can do it instantly.”
Maggie Anderson
Pinnacle Construction
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10. Sage
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800-628-6583
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