Info-Explorer Writeback

Turn your BI analysis tool into an affordable, fully integrated Sage 300 budgeting solution

"Our virtual team can collaborate efficiently to create granular budgets"

All the benefits of Info-Explorer Standard...plus Writeback

Analyze business performance or prepare detailed budgets and forecasts, using the same tool
Budget with greater insight & detail, combining both actual and budget data

The familiarity of a spreadsheet-type layout, but without the limitations of spreadsheets
Collaborative budgeting: distribute spreadsheets to gather data, then write the results back to your Sage 300 database

Info-Explorer Writeback Features

Includes all Standard Edition Features

Create your own cubes, or modify the Sample Cube queries.
Slice & dice analysis, drill through to Sage 300.
Export cube data to Microsoft Excel®, CSV or HTML
Create traffic lights, charts, dashboards etc.
See the Edition Overview for more features.

Writeback to Sage 300

Save cube data back to your Sage 300 company database.
Ideally suited to managing budgets and forecasts.

Integrated Budgeting

Budget bottom-up or top-down.
Update budget data through Analysis Interface
Insert a budget total and let Info-Explorer populate the build-up
Maintain multiple budget versions
Supports multiple spread methods
Combine with Optional Tables to budget beyond GL level.

Info-Explorer Edition Overview

Budgeting:
Scenario Example

Use the Optional Tables Spreadsheet Add-in to build a detailed bottom-up budget at the level you need (e.g. Customer & Item rather than just GL level). Store it in an Optional Table 'Infoset' within the Sage 300 database.
Pull both the Optional Tables budget data and Sage 300 actual sales data into an Info-Explorer cube. Perform slice and dice analysis.
Within the cube, make a top-down budget adjustment, using a spread formula to apply the change to Customer and Item budgets.
Use Info-Explorer’s write-back feature to update both the Sage 300 GL budget and the Optional Tables detailed budget fields.

Minimum
Requirements

Info-Explorer requires Microsoft.NET Framework 4 and a supported version of Windows.
Info-Explorer is licensed per PC.
Users do not need to be logged into Sage 300 or need LanPaks unless they drill through to Sage 300 data-entry screens from the cube.
Optional Tables is sold and licenced separately to Info-Explorer (as part of Orchid's Information Manager suite).
Features relate to the latest supported version.

How to buy

Talk to your local Sage partner Send message

Please contact us directly if your business is in the UK, Europe or other regions not listed here.

North/South/Central America and the Caribbean

Robert Lavery

Phone: (416) 453-7876
Email: Robert.lavery@sympatico.ca

Address:
Robert Lavery & Associates
14 Woodway Trail
Toronto, Ontario CANADA M8Y 2B8

Asia Region

A-Plus Software Limited (ID#82011633)

Phone: + 852-2366 8392
Email: info@a-plussoft.com
Website: www.a-plussoft.com/en/orchid.php

Address:
5/F Goldsland Building
22 Minden Avenue, Tsim Sha Tsui,
Kowloon Hong Kong

Australia and New Zealand Region

Sage Software Australia - Business Management Solutions (ERP & CRM)

Phone: 137 243 (13 SAGE)
Website: https://www.sage.com/au

Level 11, Zenith Tower B,
821 Pacific Hwy,
Chatswood NSW 2067

Africa Region

Sage South Africa (Pty) Ltd

Phone: +27 11 304 3000
Website: https://www.sage.com/za

6th Floor, Gateway West
22 Magwa Crescent
Waterfall 5-lr, Midrand, 2066

Middle East Region

Sage Middle East

Phone: +971 43900180
Website: https://www.sage.com/en-ae/support/contact-us

Office No. 118 Building No.11
Dubai Internet City (DIC)
Dubai, PO Box 500198
United Arab Emirates (UAE)

Learn More

Budgeting with Info-Explorer Writeback

Nathalie shows how the Writeback feature of Orchid's Info-Explorer can be used to support detailed budgeting in Sage 300.

0:00 Overview
2:52 Scenario 1 - Top down budgeting, copy Actual to Budget Set 1
12:18 Scenario 2 - Reduce all costs in a division
21:00 Scenario 3 - Budget by Customer and Item
31:00 Scenario 4: Rolling forecast, copy Budget set 1 to Set 2 and adjust
40:00 Summary

Top-Down & Bottom-Up Budgeting in Sage 300 - Demo

Anne demonstrates budgeting in Sage 300 using Orchid's Optional Tables Spreadsheet Add-in for Microsoft Excel, plus Info-Explorer Writeback.
(Jan-2020)

Budgeting & Forecasting - Demo/Training

Anne shows in detail how Orchid's Optional Tables and Info-Explorer (with Writeback) can be used in partnership to easily create and maintain detailed budgets and forecasts within Sage 300.