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Why InetSoft?

InetSoft's web-based dashboard product is easy enough to be:
  • Deployed in just weeks
  • Learned by end users with minimal training
  • Used by any executive without the aid of IT
agile enough to be:
  • Adaptable to changing data and business needs
  • Used for data exploration through visualization
  • Capable of maximum self-service
and robust enough to:
  • Attract the attention of executives
  • Meet the demands of power users
  • Scale up for organizations of any size

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How Does a Benefits Manager Use Dashboards?

  1. Benefits Program Performance Monitoring: Dashboards help benefits managers track the performance of the organization's benefits programs. Key metrics such as enrollment rates, employee participation, usage of different benefits (e.g., healthcare, retirement plans, wellness programs), and costs can be displayed in real-time, allowing the manager to identify trends, successes, and areas for improvement.

  2. Cost Analysis: Benefit managers can utilize dashboards to assess the financial impact of various benefits offerings. The dashboard may display the total costs of each benefit, cost per employee, and year-on-year changes. Analyzing this data helps in making informed decisions about which benefits are most valuable to employees and cost-effective for the organization.

  3. Employee Engagement and Satisfaction: Dashboards can be used to measure employee satisfaction and engagement with different benefits programs. Managers can use data on employee feedback, utilization rates, and survey results to gauge the effectiveness of benefits offerings and tailor them to better meet employee needs.

  4. Compliance Monitoring: Dashboards can help benefits managers keep track of regulatory compliance requirements related to employee benefits. This includes monitoring adherence to labor laws, healthcare regulations, retirement plan rules, and reporting obligations.

  5. Benchmarking: Benefits managers can use dashboards to compare their organization's benefits offerings against industry benchmarks or competitors. This enables them to identify gaps and areas where their benefits package might need adjustments to remain competitive in the job market.

  6. Wellness Program Evaluation: For organizations with wellness programs, dashboards can be used to assess the effectiveness of these initiatives. Data on participation rates, health outcomes, and associated costs can help in refining and optimizing wellness offerings.

  7. Data Visualization for Decision-Making: Dashboards provide a visual and intuitive way to present complex data, making it easier for benefits managers to understand trends and patterns. This enhances their decision-making process and enables them to communicate effectively with other stakeholders within the organization.

  8. Forecasting and Planning: By analyzing historical data and trends displayed on dashboards, benefits managers can make more accurate predictions about future benefit program costs and participation rates. This information helps in budgeting and planning for the organization's benefits strategy.

Learn about the top 10 features of embedded business intelligence.

How Does a Bookkeeper Use Dashboards?

  1. Financial Data Visualization: Dashboards offer a clear and concise display of financial data, such as income, expenses, cash flow, accounts payable, accounts receivable, and bank balances. This visualization helps bookkeepers quickly grasp the financial status of the business at a glance.

  2. Expense Tracking: Bookkeepers can use dashboards to track and categorize expenses, allowing them to identify cost patterns and areas where expenses can be optimized or reduced.

  3. Budget Monitoring: Dashboards enable bookkeepers to compare actual financial results against budgeted amounts. By monitoring these variances, bookkeepers can identify potential overspending or underspending in different areas of the business.

  4. Accounts Receivable and Payable Management: Dashboards can display information on outstanding customer invoices (accounts receivable) and outstanding vendor bills (accounts payable). This helps bookkeepers stay on top of collections and payments, improving cash flow management.

  5. Profit and Loss Analysis: Bookkeepers can use dashboards to analyze the company's profit and loss (P&L) statement, identifying revenue sources and cost centers that impact profitability. This analysis guides financial decision-making and helps in setting financial goals.

  6. Cash Flow Analysis: Dashboards can include cash flow statements that show the movement of cash in and out of the business. Bookkeepers can use this information to ensure there is enough liquidity to meet financial obligations.

  7. Financial Ratios and Key Performance Indicators (KPIs): Dashboards can display important financial ratios and KPIs, such as current ratio, debt-to-equity ratio, gross margin, and net profit margin. These metrics help bookkeepers assess the overall financial health and performance of the business.

  8. Data Accuracy and Reconciliation: Bookkeepers can use dashboards to reconcile financial data from various sources, such as bank statements and accounting software. This helps in ensuring the accuracy of financial records.

  9. Tax Compliance: Dashboards can help bookkeepers keep track of tax-related information, such as tax liabilities, deductions, and filing deadlines. This aids in ensuring that the business remains compliant with tax regulations.

  10. Customization and Alerts: Dashboards can be customized to meet the specific needs of the business and bookkeeper. Alerts can be set up to notify the bookkeeper about unusual financial activities or when certain thresholds are exceeded.

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View live interactive examples in InetSoft's dashboard and visualization gallery.

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Analytics for a Project Operations Analyst - The use of data-driven decision-making is important for effective project management. Through the use of different analytics tools and the monitoring of key performance indicators (KPIs), project operations analysts play a critical role in ensuring that projects function successfully. This article examines the top KPIs and analytics that project operations analysts use to boost productivity and provide effective results...

Collection of Departmental Business Intelligence Examples - Looking for departmental business intelligence examples? InetSoft's industry pioneering BI platform can support any department's dashboard needs. Interact with examples in the library, read articles about its capabilities below, and request a personalized demo. Finance departments are challenged everyday with more reporting demands by executives, boards and external agencies. This diverse audience also increasingly wants more transparent and quicker responses. On the other hand, CFOs want more analysis to discover opportunities and insights. Visualization dashboards...

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Read the top 10 reasons for selecting InetSoft as your BI partner.

Evaluate InetSoft's PMO Reporting Dashboard Solution - Are you looking for a good PMO reporting dashboard application? InetSoft is a pioneer in self-service dashboarding and offers an easy tool for project management. View a demo and try interactive examples. Used by government agencies, regulators, financial service providers, fund managers, entertainment and retail companies...

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How to Make the Digital Business Observable - Monitoring and analyzing the behavior of digital systems in order to find problems that affect performance, user experience, and business consequences is known as "digital business observability." This entails monitoring the behavior of software, networks, physical systems, and other digital assets to spot possible bottlenecks, flaws, and optimization possibilities. The objective of observability is to provide...

Empower Business Users - InetSoft offers dashboards that empowers business users with an intuitive monitoring and analytic environment resulting in enhanced business performance, using the information stored within their performance management system...

why select InetSoft
“Flexible product with great training and support. The product has been very useful for quickly creating dashboards and data views. Support and training has always been available to us and quick to respond.
- George R, Information Technology Specialist at Sonepar USA

How the Performance Management Process is Implemented - There are several stages of the performance management process. First, the company needs to set its goals. Secondly, it needs to plan and execute the strategies for achieving those goals. Finally, it needs to evaluate the efficiency of the goals and the strategy it has used to get there. Key figures who set the goals and assign tasks to employees are the one who are responsible for performance management...

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Key Indicators for Procurement Operations Analysts - Organizations are realizing more and more how important procurement operations are for reducing costs, preserving relationships with suppliers, and streamlining supply chain operations. Businesses depend on procurement operations analysts to guarantee that procurement activities are operating at peak efficiency. These experts evaluate and enhance the efficacy and efficiency of procurement processes using analytics and Key Performance Indicators (KPIs)...

Metrics for Quality Operations Analysts - Keeping operations at a high standard is essential for success and guaranteeing client happiness. The efficiency and efficacy of numerous processes inside a company are closely monitored and improved by a Quality Operations Analyst. To do this, they use analytics and key performance indicators (KPIs) to evaluate performance, identify areas for development, and inform decision-making...

top ranked BI
Read how InetSoft was rated as a top BI vendor in G2 Crowd's user survey-based index.

Resources on the Business Intelligence Roadmap - Want to learn what is on the business intelligence roadmap? Read articles from InetSoft about BI technology trends generally and InetSoft's BI software development plans specifically. This collaboration can help the CFO identify operational inefficiencies and opportunities for improvement. Conducting Financial Analysis: CFOs can conduct financial analysis to gain insight into the financial health of the business. This analysis can help the CFO identify areas where the business is spending too much money or where revenue could be increased...

What Are the Main Advantages of KPI Reporting Dashboards? - Let's examine some of the most important advantages of KPI reporting dashboards. 1. They Aid in Results Evaluation Reporting on KPIs must include outcomes evaluation. Only when you measure can you determine if your company is succeeding or failing. Therefore, it is essential that you engage with a business intelligence support company that will not only assist you in learning more about KPIs but also in evaluating the progress you have achieved in relation to the KPIs for your company...

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