01
Real-time control
Keep finance, KPIs and operational indicators together in a management dashboard, with refreshed data from connected sources.
DAX Analytics / Business intelligence
Know where
you stand.
See what’s next.
Connect ERP, CRM and operational data in one management view — with actuals, budgets, forecasts and what-if analysis.
Management reportingERP & CRM connectors
DAX / AnalyticsActuals → Outlook → Decisions
Management overviewSample year
Revenue · Jan–Sep€2.09M
Plan · Jan–Sep€2.18M
Plan attainment96.1%
Revenue performanceActuals to Sep · Forecast Oct–Dec
ActualForecastPlan
Year-end outlook: €2.99M against a €3.10M sample plan.
01Connected data02Shared metrics03Clearer decisions
01 / Core capabilities
One management view.
Every critical number.
Bring financial planning, sales performance and operational control into a consistent reporting environment.
02
Forecast vs actual
Compare the plan with actual results and the period-end outlook. See the gap while there is still time to respond.
03
What-if analysis
Model changes to price, cost, volume and cash flow. Compare alternatives before putting a decision into practice.
04
Any-device access
Use management dashboards from desktop, tablet or mobile, wherever the working day takes your team.
05
Data connectors
Collect information from ERP, CRM, accounting and other operational systems without replacing those platforms.
06
Secure data layer
Control access to management information through structured permissions and secure storage of connected data.
Data sources, refresh requirements, access permissions and the scope of integration are defined for each project.
02 / Interactive dashboard example
Read the result.
Understand the gap.
Choose a metric. Switch from months to quarters. See how actuals, plan and the outlook tell a different part of the same story.
Revenue performance
Sample year · Actuals Jan–Sep · Forecast Oct–Dec
Actual · Jan–Sep€2.09MCompleted sample periods
Plan · Jan–Sep€2.18MSame reporting window
Variance vs plan−€84k-3.9% vs YTD plan
Year-end outlook€2.99MActuals + sample forecast
Actuals, forecast & plan
Revenue (€)
ActualForecastPlan
Reading this example. Revenue is −€84,000 versus the January–September plan. Full-year sample outlook: €2,990,000, compared with €3,105,000 planned.
View the sample data & calculation notes
| Period | Plan | Value | Type |
|---|---|---|---|
| Jan | €200,000 | €190,000 | Actual |
| Feb | €210,000 | €205,000 | Actual |
| Mar | €225,000 | €218,000 | Actual |
| Apr | €230,000 | €212,000 | Actual |
| May | €240,000 | €236,000 | Actual |
| Jun | €250,000 | €248,000 | Actual |
| Jul | €262,000 | €259,000 | Actual |
| Aug | €275,000 | €254,000 | Actual |
| Sep | €285,000 | €271,000 | Actual |
| Oct | €295,000 | €282,000 | Forecast |
| Nov | €308,000 | €296,000 | Forecast |
| Dec | €325,000 | €319,000 | Forecast |
Quarterly values sum the monthly samples. The year-end outlook combines January–September actuals and October–December illustrative forecasts.
Illustrative interface, not a product screenshot. All figures are sample values. Forecasts are predefined examples, not live predictions or customer results.
03 / Budgeting & what-if analysis
Test the assumption.
See the impact.
Explore how changes in price, sales volume or cost affect a financial scenario. Compare alternatives alongside your budgeting and planning process.
This browser example starts with:
- Sample units
- 10,000
- Price per unit
- €25
- Cost per unit
- €16
- Change an assumption, not the baseline.
- Compare revenue, gross profit and margin.
- Return to “Base” to reset the example.
Illustrative arithmetic model, independent of the dashboard dataset above. It is not a forecast from the DAX Analytics engine. No data is sent or saved.
What-if workspace
Sample modelRevenue€250k€0 vs base
Gross profit€90k€0 vs base
Gross margin36.0%0.0 pp vs base
Gross profit comparison
Base€90,000
Scenario€90,000
Base gross profit is unchanged: €90,000, with a 36.0% margin.
How this example is calculated
10,000 units × €25.00 selling price, at €16.00 cost per unit.
Revenue = units × price.
Gross profit = units × (price − unit cost).
Gross margin = gross profit ÷ revenue.
Changes are applied independently. The model excludes fixed costs, tax, working capital and the effect of price on demand. It is not a cash-flow forecast.
04 / Connected reporting flow
From raw data
to a decision-ready view.
Bring sources, reporting logic and management questions together — from the first connection to the next decision.
Connect
Bring ERP, CRM, accounting and operational data together through automated connectors.
Transform
Clean, map and prepare information around consistent business definitions.
Visualise
Work with interactive reports, drill-downs, KPI relationships, forecasts and scenarios.
Act
Use the management view to review performance, allocate resources and assess the next step.
ERPCRMAccountingOperational data
DAX AnalyticsPrepare · Connect · Visualise
Management dashboardsAuthorised users. Multiple devices.
DAX Group · Independent Software Vendor for Zebra Technologies.
Discuss the available operational data, compatible systems and connector scope with our team. This diagram illustrates a reporting flow, not a guarantee of direct compatibility with every device.
05 / Management perspectives
The same data.
Different questions.
Support executive oversight, financial planning and analytical work without creating a separate reporting world for each team.
Executive management
Where are we now, and where are we heading?
Follow key indicators, emerging risks and forecast outcomes from a concise management view.
Finance leaders
How does the outlook compare with the plan?
Connect budgets, actuals and scenarios to examine profit and cash-flow objectives.
Analysts
What is driving the change in performance?
Explore prepared datasets, drill down into reports and use repeatable analytical models.
For organisations with ERP and CRM systems, growing businesses and distributed teams — with reporting access shaped around authorised users.
See DAX Analytics in context
Start with the questions
your data should answer.
Tell us about your systems, reports and key indicators. We’ll help you explore a DAX Analytics management view around your business.
Explore other operational tasks.
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