Budgeting, Reporting & Business Intelligence

Manage custom data, take control of your key reports, analyse business performance, and integrate granular budgeting & forecasting into Sage 300

These Orchid modules empower you to take control of your business-critical data

Budgeting with Info-Explorer & Optional Tables

Use them together for feature-rich budgeting & forecasting capabilities

Optional Tables is particularly well suited to holding financial and non-financial data needed to support more granular, sophisticated budgets and forecasts.

  • Optional Tables budget data is stored in the Sage 300 database and backed up with your other financial data
  • Manipulate data in an Excel spreadsheet and write directly back to the Sage 300 database using the Optional Tables Spreadsheet Add-in.

Info-Explorer lets you pull data from multiple sources, including Optional Tables, into a cube.

You can then do detailed ‘slice & dice’ analysis, perform instant roll-up for a high-level view, or drill down into Sage 300 to see the detail.

  • You can perform top-down adjustments using a variety of spread methods
  • Use Info-Explorer’s Writeback feature to push data back into the Sage 300 database (or other compatible SQL/ODBC database)
  1. 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, and store it in an Optional Table 'Infoset' within the Sage 300 database.
  2. Pull both the Optional Tables budget data and Sage 300 actual sales data into an Info-Explorer cube, and perform slice and dice analysis.
  3. Within the cube make a top-down budget adjustment, using a spread formula to apply the change to Customer and Item budgets.
  4. Use Info-Explorer’s write-back feature to update both the Sage 300 GL budget and the Optional Tables detailed budget fields.

Read more →

Testimonials

My client loves Orchid Info-Explorer. In their words, it has them ‘purring like a kitten'.

MARK BINKLEY, DATAQUEST INC., KNOX, INDIANA, USA

Within 2 days of purchasing Orchid Info-Explorer, every department was able to monitor the sales performance of more than 300 items to over 900 customers. We needed a system that sales reps could use easily, as well as provide the financial analytics for management to continually deliver shareholder value. Orchid Info-Explorer delivered on this...

CUSTOMER OF ACACIA BUSINESS SYSTEMS, SYDNEY, AUSTRALIA

In the words of my client, Orchid Info-Explorer is 'a game changer.' Since implementing it he is able to analyze more meaningful data in Sage 300 ERP on his own. Info-Explorer is now used in almost every department of the company with measurable results.

KEVIN GARTLY, SOLIDBIZ SOLUTIONS, EDMONTON, ALBERTA, CANADA

We will be getting more clients on Orchid's Information Manager, it is really fantastic...

PERCY MANGOZHO, ENVISAGE BUSINESS SOLUTIONS, ADELAIDE, AUSTRALIA

I love the control and flexibility that Orchid’s Report Runner gives my customers. My only regret is that I hadn’t taken the time to have a play with it sooner!

PAUL FIELD, NET@WORK, WINDSOR, ONTARIO, CANADA

Orchid Info-Explorer is the most rewarding query-based analytical tool for today's business controllers.

MARK CARSAN (CGA,CPA), BAASS BUSINESS SOLUTIONS, THORNHILL, ON, CANADA

Orchid's Extender, Info-Explorer and Information Manager Suite add-ons have taken Sage 300 to the next level. It's like Sage 300 on steroids!

NKOSIYABO SIBANDA, CCMA (THE COMMISSION FOR CONCILIATION, MEDIATION & ARBITRATION), SOUTH AFRICA

This is an impressive BI tool. I was pleasantly surprised by the automatic captions of raw Sage 300 fields. That alone was an instant time saver.

DANNY KOCISKO, KOCISCO INFO-SOLUTIONS INC., MONTREAL, CANADA

Learn More

Worried Woman at Laptop
Budgeting in the new Age of Uncertainty
Fri, 15 Nov 2019
In today's world it sometimes seems the only certainty is constant and unsettling change. We look at the implications this has for the future of budgeting and forecasting, and Orchid products that can help.
 
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When the measure of success isn't found on the bottom line
Thu, 15 Nov 2018
Orchid loves contributing to the success of our end users. That’s especially so when their reason for being, and their measure of success, is about purpose rather than profit.