Interactive P&L – Two-Minute Demo

Customization Drill Down, Roll up and Slice and Dice these are some of the most advertised features of reporting solutions, yet they can often be quite confusing. The confusion is due to the degree to which these features are supported, the degree to which you can interact with the data presented. In the current PL dashboard, you're looking at a month by month breakdown of numbers. But what if you wanted to customize it to to look at 6 months as opposed to 4? Easy enough. Select the months you're interested in, click on Apply, and the results will appear instantly. You can also roll up these numbers by year, quarter, or any other time frame you require. Now let's talk Slice and dice. Note the selection criteria at the far right. You can select one or more companies, branches or segments, and the entire display will be updated each time in under 10 seconds. And note that although this display stops at segment two, it's a simple matter to add more segments to your selection criteria. So let's move on to talk about drill down. Suppose we wanted to drill down into our sales revenues. Data Cell's infinite drill down lets you go all the way to account level totals. But what if you wanted to see the details behind any of the numbers on this dashboard? Let's take a closer look at the salaries and wages for January, and note how the individual GL transactions are listed for you at the bottom of this window. You could also click on an entire line to see the transactions for a whole year or total a specific category, such as cost of goods sold. You could even click on a specific batch number and open that document in your ERP solution. Easy Customization Instantaneous Roll up, Infinite Drill down and Simplified Slice and Dice. That's Dataself Analytics.