The document outlines features of Fusebill's business intelligence and reporting tools as of 2014, highlighting various types of financial reports such as ledger balance sheets and cash reports. It describes the functionality of the Fusebill BI suite, including customizable dashboards, extensive reporting options with drill down capabilities, and the ability to create custom reports integrating external data. The presentation emphasizes how these tools transform data into meaningful insights for business decision-making.

1. Fusebill 2014 – Business Intelligence
and Reporting
January 23rd, 2014
Chad Veinotte
Sales Engineer

2. Agenda
• Fusebill Reporting
• Fusebill Business Intelligence Suite
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The Dashboard
Reports
Drilling down and across
Custom Reports
Building a Custom Report
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3. Fusbill 2014 - Reporting
• Fusebill 2014 features a collection of closing reports to help
financial team members close books each month.
• A Ledger Balance sheet provides a quick overview and individual
reports for each ledger element let you dive into your financial
data easily.
• The AR Balance report lets you dive into who and where your
money is coming from and allows you to reach down to an
individual invoice to fully understand the cash flow.
• The Cash Report provides a detailed download of every
transaction so you can even import the data into an accounting
suite if required.
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4. What is Business Intelligence?
• Business Intelligence is:
“… a set of theories, methodologies, processes, architectures, and technologies
that transform raw data into meaningful and useful information for business
purposes.”
• How do we develop Business Intelligence?
– By analyzing the data and discovering relationships between elements
of our business.
• How does Fusebill serve your Business Intelligence needs?
– With a comprehensive BI suite featuring custom reporting tools.
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5. The Fusebill BI Suite – The Dashboard
• The Dashboard…
– Collects your most important data in one place to review quickly.
– Customizable so you only see the top-level data that‟s most important
to you and your business.
– Provides a „jumping off‟ point for drilling into your data
• Multiple Dashboards can be configured so your Executive Team
and your Marketing/Sales Team can see what matters to their
departments.
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6. The Fusebill BI Suite – Reports
• The Fusebill BI Suite allows you to view a wide range of reports in
one location.
• Reports can be categorized into Folders allowing you to organize
your knowledge and making it easier to find the data you want.
• The Report can be viewed in a variety of ways so you can see the
data in a way that makes sense to you.
• You can edit the report here or add comments to help you and
your team more easily understand the data.
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7. The Fusebill BI Suite – Drilling Down
• Every Report has drill down features.
• You can drill down to a more specific date, a more specific
product, a sales rep or any other filterable data field.
• Drilling down on a Report lets you see the data over a broad range
of filters without needing to build extra reports.
• Reports can be configured with additional options. You can
configure the sorting, change the axis for the data, configure chart
colors and set up drill down options.
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8. The Fusebill BI Suite – Custom Reports
• The Fusebill BI Suite gives you the tools to create a report on any
piece of data in the system.
• You can create reports that show relationships between any piece
of data and then customize the look and feel as well as how you
can drill down on the data.
• The Fusebill BI Suite even allows for integrating external data
sources so your Custom Reports can be even smarter and show
real-time data from all of your analytics systems.
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9. The Fusebill BI Suite – Creating Custom Reports
• Lets make a Report!
• Reports are built on three elements:
– What are you reporting on.
– How do you want to organize the data.
– Which elements should be included or filtered out
• Our report will include:
– Active Subscriptions, Average Revenue and Number of Products.
– Drill in settings letting us see the customers buying from us and which
products we are making money from.
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10. Business Intelligence and Reporting
Thank you for your time and attention.
Questions?
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