A ready-shaped executive dashboard pack for SAP Business One covering sales, margin, cash, AR ageing and stock turn. Built to order against your company database and installed per tenant after a fixed quote. Built to order by ECOSIRE for SAP Business One (build-to-order) — indicative price from $599.00 USD; request a quote for a scoped proposal.
A ready-shaped executive dashboard pack for SAP Business One covering sales, margin, cash, AR ageing and stock turn. Built to order against your company database and installed per tenant after a fixed quote.
Built to order
Most SAP Business One implementations go live with the transactions working and the reporting unfinished. The data is complete and correct, but the owner still opens a spreadsheet on Monday, the finance manager still exports ageing to Excel, and the question of what this month's gross margin actually is takes half a day and produces two different answers. Commissioning a custom report set solves it eventually, but every report is scoped, built and argued about individually, and the first version rarely survives contact with how the business really measures itself.
This pack starts from the other end. It is a defined set of executive dashboards — sales, margin, cash, A/R ageing and stock turn — built to order against your company database, with the metric definitions agreed with your finance team before anything is built, so the numbers on screen are the numbers your accountant will defend.
This is a build-to-order engagement. There is no instant download. We build the pack against your chart of accounts, your document flow, your UDFs and your posting conventions, and install it into your test company before production.
The standard scope covers five dashboard areas.
Sales. Revenue by period, customer, item group, sales employee, branch and warehouse, sourced from A/R Invoices (OINV/INV1) net of A/R Credit Memos, with open Sales Order (ORDR/RDR1) backlog shown separately so booked and billed are never conflated. Period-on-period and year-on-year comparison, plus top and bottom N ranking.
Margin. Gross margin by the same dimensions, calculated against the costing method configured on your item master, with an explicit statement of whether the figure uses moving average, standard or FIFO cost. Margin trend and margin erosion by customer are the two views most owners ask for first.
Cash. Bank and cash account balances from the General Ledger (OJDT/JDT1 against your chart of accounts), incoming and outgoing payments, and a forward view built from open A/R and A/P documents by due date. This is a cash position view built from posted data, not a forecasting model.
A/R ageing. Open receivables bucketed by your ageing bands, by business partner and by sales employee, with credit limit context from OCRD and drill-through to the individual invoices and their due dates.
Stock. Stock value and quantity by warehouse from OITW, stock turn over a configurable window, slow-moving and non-moving item identification, and stock on hand versus committed and ordered.
The hard part of a dashboard is never the chart. It is agreeing what revenue means when a credit memo lands in a later period, whether margin includes freight, and whether ageing runs on due date or document date. During scoping we write each KPI definition down — the source objects, the date basis, the inclusions and exclusions, the currency treatment for foreign currency documents — and that written definition ships with the build and is visible from the dashboard itself. Where a metric legitimately has two readings, we build both and label them.
Every tile drills through to the underlying document list and from there to the document in SAP Business One, so a figure can always be traced rather than trusted.
Data is read through the SAP Business One Service Layer and through read-only, parameterised queries and views against your company database, with the SQL dialect built for your platform — Microsoft SQL Server or SAP HANA. Aggregations that are expensive to compute live are materialised on a schedule you choose, with the refresh time shown on screen so nobody mistakes a cached figure for a live one. Dashboards render in the browser and are usable on a phone, and can also be surfaced inside the SAP Business One client where that suits your users. An optional scheduled digest emails a defined set of figures each morning. Where you already rely on Crystal Reports for a formal document, the dashboard links to it rather than duplicating it.
Access follows your SAP Business One authorisation model. During scoping we map which user groups see cost and margin, which see revenue only, and whether a sales employee sees only their own accounts. The deployment is per tenant; your data stays in your company database.
Owner-managers who want the state of the business on one screen. Finance managers who are tired of rebuilding the same ageing export. Sales directors who need margin by customer without asking for it. Operations managers watching stock turn and slow movers. Businesses running more than one company database can have a consolidated view built as an agreed extension of scope.
1. Scoping call. We review your chart of accounts, costing method, ageing bands, document flow, currencies and the specific KPI definitions your finance team uses today. We confirm your SAP Business One version, database platform and hosting model. 2. Fixed quote. A written scope and fixed price are issued before any build work begins. Extra dashboards or a consolidated multi-company view are quoted openly. 3. Build. We develop the queries, views, KPI definitions and dashboards against a copy of your data or a representative test company. 4. Install into test. The pack is installed into your test company database and reconciled line by line against your existing month-end numbers until finance signs off that the figures agree. 5. Production. After sign-off we install into production, configure the refresh schedule and authorisations, and hand over documentation. 6. Support window. A defined support period follows go-live for defect fixes and KPI definition adjustments, with an optional ongoing agreement afterwards.
Typical lead time from signed quote to production install is two to four weeks, driven mainly by how many KPI definitions need reconciling against your existing month-end reporting.
It is not a data warehouse or a general-purpose BI platform, and it does not replace statutory or audited reporting. It does not forecast; the cash view is built from posted documents and open items, not from a model. And it does not invent a number when the underlying data is incomplete — where a figure cannot be derived reliably from your company database, we say so during scoping rather than after go-live.
A short call to confirm the workflow, your platform version and where the integration boundaries sit.
You receive a written scope and a fixed price. Nothing is built until you approve it.
We develop against a copy of your configuration and test it there. Typically two to four weeks.
We install on your instance, hand over the source, and support it for twelve months.
Runs the business off a weekly spreadsheet assembled by someone else and never quite trusts the margin figure. One screen with agreed definitions and drill-through to the actual invoices replaces the spreadsheet and ends the argument about whose number is right.
Rebuilds the same ageing and cash exports every week and spends month end reconciling versions of the truth. Having the ageing bands, currency treatment and date basis defined once and enforced everywhere removes the rework and the reconciliation.
Sees revenue but not margin, and only learns about erosion on a specific account when it has been running for a quarter. Margin by customer and item group, with period comparison and drill-through, makes the decline visible while it can still be acted on.
| Criterion | ECOSIRE | Custom Build | Competitor |
|---|---|---|---|
| Sales, margin, cash, A/R ageing and stock turn dashboards defined up front | Included | Partial support | Included |
| KPI definitions written, agreed with finance and visible from the dashboard | Included |
From $599.00
Starting point — quoted to your scope
| Not included |
| Reconciled line by line against your existing month-end numbers before production | Included | Partial support | Not included |
|---|
| Drill-through from every tile to the source documents in SAP Business One | Included | Partial support | Partial support |
|---|
| SQL built for your platform, on SQL Server or SAP HANA, with scheduled materialisation | Included | Included | Partial support |
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| Cost and margin visibility mapped to your existing user groups | Included | Partial support | Partial support |
|---|
| Full source code, including queries and views, handed over | Included | Included | Not included |
|---|
| Fixed written quote agreed before any build work begins | Included | Partial support | Included |
|---|
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