DataSights

DataSights At dataSights we passionately believe in the power of big data for SMBs. We help our clients transform the way they own and use their data.

Historically, for monthly management reporting, Waypoint had their Xero data automatically in their management reports b...
21/09/2021

Historically, for monthly management reporting, Waypoint had their Xero data automatically in their management reports but their non-financial data had to be manually exported from Accelo, calculations were done in Excel .....

Waypoint is a cloud integrator with operations in three countries. They have a fantastic reputation and are equally fantastic at what they do. Needless to say, we are ecstatic to have them onboard as a client! The reason Waypoint initially engaged us was to improve their management reporting. Histor...

Nolan has over 9k products in his business. He loves using DEAR to manage his inventory, however managing that many prod...
21/09/2021

Nolan has over 9k products in his business. He loves using DEAR to manage his inventory, however managing that many products is difficult without automation. And that’s where we step in!

How we helped Dalby General Steel maximise their invesment in DEAR Inventory. Pricing notifications and automations, forecasting and real-time dashboards.

"Datasight’s multi-currency consolidation of our xero entities via googleSheets and PowerBI has streamlined our month-en...
21/09/2021

"Datasight’s multi-currency consolidation of our xero entities via googleSheets and PowerBI has streamlined our month-end close and automated our financial reporting, enabling our whole management team to know where we stand and collaboratively plan & budget more effectively. I highly recommend dataSights. Their work has been instrumental in increasing the efficiency of our Finance department"

Want to do your own internal reporting in GoogleSheets but struggle with consolidating multiple Xero entities automagically? Well scroll right in!

Your dashboards need to achieve 2 things; be useful & drive engagement. When your staff look at them everyday, give feed...
21/09/2021

Your dashboards need to achieve 2 things; be useful & drive engagement. When your staff look at them everyday, give feedback & adjust them, THAT is when they will drive results continuously

Welcome to our best practices & KPI’s to get you a Sales dashboard that will drive results   “Your dashboards need to achieve 2 things; be useful & drive engagement. When your staff look at them everyday, give feedback & adjust them, THAT is when they will drive results continuously.” 1. Set ...

The benefits of the DEAR Inventory dashboard solution we came up with:1) Single source of Inventory, financial and goal ...
21/09/2021

The benefits of the DEAR Inventory dashboard solution we came up with:

1) Single source of Inventory, financial and goal data
2) Multiple sales reports with highly tailored goal requirements
3) Ability to update goals at any time in GoogleSheets
4) Flexible base reports that Anstel can create their own dashboards over
5) Pending Orders reports that help with Advanced sales part filled reporting
6) Data updated every 15 minutes
7) Fully automated solution

A fantastic example of creating dashboards over DEAR Inventory that guide team actions and create visibility by consolidating data to bespoke needs

What is Screenscraping?It’s programmatically gathering data from a website. A software developer writes a bit of code, t...
21/09/2021

What is Screenscraping?

It’s programmatically gathering data from a website. A software developer writes a bit of code, to;

1) Startup a browser
2) Click around the website as if its a normal user
3) Download html / download data dependent on the particular website

Screenscraping is a data gathering technique that is useful within certain conditions. Read on to find out more!

Noone likes change, simple. Especially when it comes to systems, tools, business data and producing information that gu...
21/09/2021

Noone likes change, simple.



Especially when it comes to systems, tools, business data and producing information that guides business decisions. It can be perceived as risky & incredibly painful.



However, what is also true is most SME’s are not taking advantage of basic data techniques that corporates have been using for years. And are available now for a fraction of the cost.

Noone likes change, simple.   Especially when it comes to systems, tools, business data and producing information that guides business decisions. It can be perceived as risky & incredibly painful.   However, what is also true is most SME’s are not taking advantage of basic data techniques that c...

When it comes to effective consolidation that an SME will actually use, there are four rules; don’t force a particula...
21/09/2021

When it comes to effective consolidation that an SME will actually use, there are four rules;


don’t force a particular tool on the SME’s various functions, let them use what they want
automate the data into all the SME’s reporting tools via a single cloud database
always include non-financial data, targets, budgets, mappings, adjustments in the cloud database, don’t have multiple copies of things, one source of truth
Use SQL Views to join data, so both PowerBI & Excel users get the same consolidated views the business wants each department to see

DataSights enables you to automate Xero consolidation INTO Excel & PowerBI Which Eliminates manual working and helps you get your data easily in Excel & PowerBI.

Possibly 5% of businesses we help already have their budgets, mappings, targets, staff capacities, all the data they nee...
21/09/2021

Possibly 5% of businesses we help already have their budgets, mappings, targets, staff capacities, all the data they need for truly automated reporting already in cloud spreadsheets.

Once we help our clients move whatever they have locally into the cloud do they look back? Not a chance. Fact.

It’s 2020 and if people are asking “is the cloud secure”, well, at least they aren’t asking it to my face. I digress, it’s 2020 and all across the land, from solopreneurs to corporates, Excel spreadsheets are getting emailed around at this very instant. Did you get my latest email with the...

In every SME, manual tasks such as invoicing far too often become the norm.Let’s take more complex Xero invoicing for ex...
21/09/2021

In every SME, manual tasks such as invoicing far too often become the norm.

Let’s take more complex Xero invoicing for example

Multiple systems of input data
Static data for commissions / contracts
Rules for splitting freight, mapping to Xero Contacts
Currency conversions / splits
Producing the Xero Invoice Template csv
Then manually uploading
Yes, there is talk of RPA, but in actuality, there is usually a need for a human eyeball in order to get things right.

So what are you banging on about Kev?

ExcelAddIns

They are customisable apps that run as Ribbons in Excel

So what are they good for?

In every SME, manual tasks such as invoicing far too often become the norm. Let’s take more complex Xero invoicing for example Multiple systems of input data Static data for commissions / contracts Rules for splitting freight, mapping to Xero Contacts Currency conversions / splits Producing the Xe...

The start of our free training on how to create killer Sales Dashboards in your business!
06/03/2019

The start of our free training on how to create killer Sales Dashboards in your business!

Welcome to our best practices & KPI’s to get you a Sales dashboard that will drive results “Your sales dashboards need to achieve 2 things; be useful & drive engagement. When your staff look at them everyday, give feedback & adjust them, THAT is when they will drive results continuously.

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