Halo Business Intelligence
MYOB EXO
SERIOUS REPORTING AND ANALYTICS
Traditional business intelligence solutions are costly, require
many months to implement, and are difficult to modify as
business requirements change. In contrast, Halo BI’s EXO is
designed to seamlessly integrate with MYOB EXO and
additionally embrace any other data source your company
has to deliver a single, complete view of up-to-date data,
enabling all people to ask and answer their own questions
using a common set of numbers.
Over a decade of R&D and cutting edge data visualisation has gone into developing an interface that effectively will
match how the user thinks about their business, making it instinctively easy to use. Halo BI is all about visualising data,
its context, relationships, trends and variances - this is what business users are ultimately looking for in their business
data.
Designed for rapid deployment and cost efficiency, Halo BI for EXO includes four pre-built analysis modules
Halo BI for EXO - Sales/Revenue Reporting Deliverables
• Gross Revenue and Net Sales by Period, MTD, QTD, YTD • Year over Year Analysis - Net Sales Variance and Variance % • Top 20 Customers, Current Year to Last Year
• Margin and Margin %
• % of Total Revenue vs. Margin • Sales Discounts
• Cross Sell Analysis of Products
• Customer Analytics by Geography, Customer Dimensions, Customer Group, Customer Segments
Customer Analysis
• Pricing and Cost Trends by Product Groups and SKU • Top xx Products by Revenue and Margin
• Slow moving product • Sales Discounts • Quantity Sold
• Product Sales Trends over Time
• % of Total Contribution to Gross Revenue, Net Sales, Margin, and Margin %
• Product COGS Analytics
• Product Analytics by Item Groups, Item Dimensions, Primary Vendors, Production Groups, Production Pools
Product Analysis
• Top Sales Reps by Revenue and Margin YTD, QTD, Month, Year
• % of Total Sales Rep Contribution to Gross Revenue, Net Sales, Margin, and Margin % • Sales Discounts Given by Customer and Product
• Sales Discount Trends by Sales Rep • Product Sales Analysis
• COGS
Sales Rep Analysis
• Gross Revenue, Net Sales and Margin, Year over Year, Variance and Variance % to Prior Years, To Budget and Forecast
• Sales and Margin Trends by Company
Overall Company Analysis Drill Through Capabilities
• Inventory Movements in Quantity Trends • Inventory Movements in Currency Trends • Beginning Inventory Balances in Quantity • Beginning Inventory Balances in Currency • Ending Inventory Balances in Quantity • Ending Inventory Balances in Currency • Average Inventory in Quantity
• Average Inventory in Currency • Inventory Turns
Finished Good Stock Analysis
• Inventory Movements in Quantity • Inventory Movements in Currency
• Beginning Inventory Balances in Quantity • Beginning Inventory Balances in Currency • Ending Inventory Balances in Quantity • Ending Inventory Balances in Currency • Average Inventory in Quantity
• Average Inventory in Currency
Raw Material Stock Analysis
• Stock on Hand for Finished Goods and Raw Materials across company
Stock Location Analysis
• Drill to transaction level detail for inventory movements including all product details, transaction types
Drill Through Capabilities
Halo BI for EXO - Financials Reporting Deliverables
• Consolidated Income Statements • Consolidated Balance Sheets • Revenue Analysis
• COGS Analysis • Expense Analysis • Asset Analysis • Liability Analysis
• Actuals to Budget and Forecast, MTD, YTD • Achievement Percent to Budget
Overall Enterprise Financials
• Business Unit/Company Income Statements • Business Unit/Company Balance Sheets • Business Unit/Company P&L Analysis • Business Unit/Company Asset Analysis • Business Unit/Company Liability Analysis
• Business Unit/Company Budgets and Forecasts to Actuals, MTD, YTD
Company and Business Unit Financials
• Allow financial analysts to build multiple hierarchical reporting structures through Halo Rays Hierarchy Builder
Chart of Account Management
• Drill to transaction GL transactions including all account details, dates, transaction information
Drill Through Capabilities Departmental/Cost Centre Financial Analysis
• Expense Trends by Department and/or Cost Centre
Halo BI for EXO - Purchases Reporting Deliverables
• Purchase Order Cost • Purchase Order Quantity • Outstanding Cost
• Outstanding Quantity
• Purchases by Product Group • Purchases by Supplier
• Top xx Purchased Items
Purchases Analysis
• Drill to transaction level detail for purchase orders including product details, suppliers, quantities and values purchased
Drill Through Capabilities
• Analyse purchasing patterns by suppliers or products at a consolidated or company level
Halo BI for EXO - Financial Report Writer
• Easy-to-use Financial Report writer
• Financial reporting based on Account Codes or Report Codes
• Allows row styles formatting and subtotal calculations
