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Reaching a Deal

Business Intelligence

Business Intelligence is an umbrella term for all the tools and practices for collecting, integrating, analyzing and presenting business information.  

Information is the key to success for all businesses operating in current business environment, big or small. The ability to obtain and generate meaningful data affects every single business—from Fortune 500 enterprises to mom and pop companies.  Knowing more about your operations, customers, vendors and business processes can give you the competitive edge you are striving to get.  What’s more, interpreting business data will highlight issues you did not know you had and show opportunities you did not know you could pursue.  

Sage Enterprise Intelligence
Better visibility, extraordinary decision support

Sage Enterprise Intelligence is the flagship Sage BI product.  It fully integrates with Sage 300 and Sage X3, plus it provides intuitive tools, so you can securely access and analyze enterprise data with ease.  Sage Enterprise Intelligence drastically reduces time spent on analysis and reporting and delivers the insight you need to support better-informed decisions.


Four Keys To Greater Visibility And Better Business Decisions


Real-time information access


Self-service & mobility




Interactive data visualization and analysis tools

  • Sage Enterprise Intelligence comes with more than 200 ready-to-use views, reports and dashboards that you can use from day one.  A lot of custom reports can be created by simply modifying the out-of-the-box views. 

  • Once you have your data ready and configured, no technical training is required to build your views.  Simple drag and drop is enough in most of the cases.

  • With Sage Enterprise Intelligence you can build and share Spreadsheets, Charts, Maps, Dashboards, Reports and other views.  It offers a rich choice of view types so that data can be presented in the most comprehensible way.

  • With Sage Enterprise Intelligence you will get Multi Data Source Access which means that you will be able to extract, analyze and visualize data coming from multiple databases. 

  • The application has role-level and user-level security.  Sage Enterprise Intelligence users do not have to be defined in Sage to get access to data in Sage Enterprise Intelligence. 


Intuitive Web, Mobile and
Excel User Interface




Multi Data Source Access  (ERP, CRM, etc.)


200+Out of the Box Templates


Spreadsheets, Charts, Maps,


Role-level and User-level Security

Sage 300 Intelligence Reporting

With data growing at an average rate of 56% per year, it’s simply impossible to manually sift through numerous data sources to collect relevant data. Sage 300 Intelligence Reporting is the answer to spreadsheet chaos and data fragmentation. Built for the needs of small and midsized businesses, it has tools to control, automate, and analyze your data across all areas of your business so you can make better decisions to help grow your business. Easily implemented, Intelligence Reporting requires minimal IT support. Sage 300 Intelligence Reporting has four modules for purchase dependent on your reporting requirements.


Features And Functionality

Report Viewer (13)
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Microsoft Power BI

Power BI is a business intelligence platform that provides non-technical business users with tools for aggregating, analyzing, visualizing, and sharing data. Power BI's user interface is fairly intuitive for users familiar with Excel and its deep integration with other Microsoft products makes it a very versatile self-service tool that requires little upfront training. It helps to find clarity when you need it most and to empower team members to discover insights hidden in your data with Microsoft Power BI.

Power BI

Stream analytics in real-time

Know what’s happening now, not just in the past. From factory sensors to social media sources, get access to real-time analytics so you’re always ready to make timely decisions.

Help protect your analytics data

Gain leading sensitivity classification and data loss prevention capabilities to help keep your data secure and compliant — even when it’s exported.

Use smart tools for strong results

Find and share meaningful insights with hundreds of data visualizations, built-in AI capabilities, tight Excel integration, and prebuilt and custom data connectors.

Get self-service analytics at enterprise scale

Reduce the added cost, complexity, and security risks of multiple solutions with an analytics platform that scales from individuals to the organization as a whole.

Tableau CRM

Tableau CRM (formerly Einstein Analytics) will empower your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow.


Fully part of Salesforce CRM

Tableau CRM is native to Salesforce so data can be seamlessly woven into every action and decision taken in Salesforce.

Make the right decision every time

Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow.

Know exactly what to do next

Use the action framework to take action on a record like collaborating in Chatter, updating records, and sharing visualizations with the team.

Visualize your entire business on a single screen

Avoid needing multiple systems and logins. Create complete visualizations, predictions, insights, and more by bringing all your data — even from external systems — onto a single platform.

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