SAAPRO Logo

Pronto data your team actually uses

Pronto Xi Analytics

Turn Pronto Xi data into dashboards, board packs and operational reporting your team actually trusts and uses.

Overview

How to make Pronto Xi reporting more reliable and easier to use

Most Pronto Xi sites already hold the data needed for stronger reporting, but the reporting layer has grown organically: spreadsheet extracts, one-off month-end packs, duplicated KPI logic, and dashboards that nobody fully trusts. We help clients turn Pronto Xi into a reliable reporting foundation for finance, sales, supply chain and leadership teams by designing KPI definitions first, then building the right delivery layer with Pronto Xi Analytics, Phocas, IBM Cognos or a semantic model on Pronto PostgreSQL for Power BI and Tableau.

What we can do

What we deliver across dashboards, board packs and reporting models

  • Pronto Xi Analytics dashboard and cube design
  • Phocas cube modelling for sales, inventory, purchasing and finance
  • IBM Cognos report and dashboard development
  • Executive board packs automated from Pronto
  • Semantic data model on Pronto PostgreSQL for BI tools (Power BI, Tableau)
  • Data quality remediation to make BI trustworthy

When this applies

Signs your Pronto Xi reporting setup needs attention

  • Month-end and board reporting still depends on manual Excel collation
  • Sales, ops and finance teams are using different KPI definitions for the same metric
  • Finance wants self-serve dashboards instead of ad-hoc report requests through IT
  • Migrating from home-grown Excel reporting to Phocas, Cognos or a modern BI layer

What matters in practice

Detail that helps teams make a better decision

01

Choose the reporting layer that matches the decision you need to make

Analytics projects stall when every reporting problem is treated as the same problem. Board reporting, sales performance review, replenishment planning and daily operational exceptions all have different cadence, audience and drill-down requirements. We help clients decide when Pronto Xi Analytics is enough, when Phocas is the better fit for self-service analysis, when Cognos is the right tool for governed enterprise reporting, and when a semantic model on Pronto PostgreSQL makes more sense for Power BI or Tableau.

  • Executive packs and governed reports need stable definitions, version control and handover discipline
  • Operational dashboards need timely refreshes, simple drill paths and clear ownership
  • Self-service analysis only works when dimensions, hierarchies and KPI logic are agreed upfront
02

Fix KPI definitions and data quality before scaling dashboards

Most trust issues in reporting are not caused by the visual layer. They come from mismatched item masters, inconsistent customer groupings, unclear gross margin logic, missing dimensional fields, or business rules that live only in one analyst's spreadsheet. We surface those issues early, document the reporting logic, and design the model around definitions the business is prepared to own.

  • Common remediation work includes customer hierarchy clean-up, product categorisation and GL mapping review
  • We document calculation logic so finance, sales and operations can validate the same numbers from the same source
  • We design exception reporting as well as dashboards, so teams can act on problems instead of only seeing them
03

Deliver something the business can maintain after go-live

A dashboard project is only useful if the internal team can keep it current. We build with handover in mind: refresh logic, security, naming standards, documentation and user training are part of the engagement, not afterthoughts. That makes it easier to extend the model later without rebuilding the reporting stack every time a new KPI or business unit is added.

  • User training focuses on how to interpret metrics, not only where to click
  • Documentation covers data sources, refresh timing, definitions and ownership
  • Phased rollout is often safer than a single large BI release because teams can validate logic incrementally

How we deliver

How we deliver a Pronto Xi analytics engagement

01

Define

Agree the questions the business needs answered and the KPIs behind them.

02

Model

Build the underlying data model, cubes, views, semantic layer, from Pronto.

03

Deliver

Ship dashboards, train users and hand over documentation your team can maintain.

Outcomes

What better Pronto Xi reporting looks like

  • Faster reporting cycles with fewer manual extracts and reconciliations
  • More consistent KPI definitions across dashboards, board packs and exception reports
  • Higher confidence in management reporting because the logic is documented and repeatable
  • Better day-to-day visibility into operational performance for finance, sales and operations leaders

Common questions

Frequently Asked Questions

Yes. We can review current reporting, identify gaps in logic or process, and redesign the reporting approach so users get more consistent and usable outputs.

No. We support finance, supply chain, operations, customer, and management reporting wherever Pronto Xi data needs to be turned into clearer decision support.

Usually when reporting depends on repeated manual extracts, departments are arguing over KPI definitions, or leaders need drill-down and self-service capability. At that point the issue is not another spreadsheet template; it is the reporting model and governance underneath it.

We start with metric definitions, source tables, refresh timing, security rules, and known data quality issues. That avoids publishing dashboards quickly but locking in inconsistent logic that users stop trusting a few weeks later.

Yes. Analytics work often exposes duplicate master data, inconsistent customer hierarchies, missing dimensions, or reporting logic that has drifted over time. We address those issues as part of the reporting design so the BI layer is trustworthy.

It depends on scope, but many engagements are staged: define the KPI set, stand up the first model or dashboard pack, then expand by function. That gives leadership useful reporting sooner without waiting for a large all-at-once BI project.

Need help with Analytics?

Book a free 30-minute discussion and we'll work through the challenge, the likely scope, and the most practical next step.