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Windward Intelligence Sales Analysis is available for our System Five on Cloud customers. It enables blazing-fast sales reporting on sales related information. By using Windward Intelligence Sales Analysis, owners and managers will gain valuable insight into both high performing aspects of their business, along with low-performance areas that can be improved. Windward Intelligence will sync with your data up to 8 times a day which you can set the intervals.
Reporting speed on years worth of data will refresh in seconds in Windward Intelligence compared to running reports in System Five that can take hours.
Any customer choosing to have Windward Intelligence enabled will need the following.
Watch the short Sneek Peek Video for an overview. Navigation is through a web browser and accessed by signing into your Microsoft Power BI account.
Sign in to https://app.powerbi.com/home to access Windward Intelligence. This will let you select tabs at the bottom of the page to see different views of your sales data.
Use of the Date, Department, Salesperson or Invoice Type filters will limit the sales data being displayed.
If you have reporting requirements that Windward Intelligence Sales Analysis does not display. Contact your account manager to get a custom quote on how we could provide the information you require.