Successfully managing your company requires access to in-depth, real-time data to help you improve decision making and understanding your company’s true profitability can require hours of manual number crunching but not anymore with ERP Business Intelligence.  In-depth business intelligence can lead to better business decisions as you will be able to mine your financial data with user-friendly, intuitive tools to help you review your current business performance.

Triumph BI, or Business Intelligence, is a Triumph module that allows you to analyse your company’s data from a top down perspective.  Thus making it easier for management, sales staff, and other users, to quickly and visually see important targets and company KPIs. 

Spreadsheet style reports, Graphical reports, Dashboards or a combination of all can be produced.  All reports and graphs start at a high level and allow you to drill down on any section, one level at a time, until ultimately you can see the raw transaction.

Reports and dashboards can be run from within Triumph, or optionally over the internet on devices such as an iPad or tablet.  In both cases, Triumph’s menu security, limits users to what they can see and get access to.

Reports can be printed, viewed in Excel, saved as an Adobe pdf documents, or emailed in any format.  Reports can also be scheduled to run autonomously overnight and emailed to selected staff.  In this way critical reports can be in someone’s inbox first thing in the morning.  What could be easier.

The example dashboard below presents month by month sales compared to last year, top 10 customer’s sales and year-to-date comparison for last year, pie chart of sales by stock category, and worst performing 10 customers compared to last year.  As well as being able to drill down into any of these graphs, you can select what year, quarter, month, stock category, sales person and customer to report on.




Power BI is a suite of business analytic tools that deliver insights throughout your organisation. Connect to hundreds of data sources, simplify data preparation, and dive ad-hoc analysis.  Produce beautiful reports, then publish them for your organisation to consume on the web and across mobile devices.  Everyone can create personalised dashboards with a unique, 360-degree view of their business and scale across the Enterprise, with governance and security built in.

Please Note: Don’t spend too much time studying the information contained within this website as your time would be better spent speaking directly with a qualified Consultant and/or having a demonstration, so that your requirements may be specifically addressed.

Contact CA Management Services for more information or to arrange an online or onsite demonstration.

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