PlanMill

BI Book automates modern and dynamic BI reporting on PlanMill - no more wasting time retrieving numbers and monthly reporting!

PlanMill Power BI integration

BI Book in a nutshell

  • Automates reporting - makes real-time, up-to-date Power BI reports easy and cost-effectively from PlanMill data
  • Allows you to present dynamic reports in visual form and drill down to figures down to the document level
  • Makes it easy to share reports with different user rights - share viewing and editing rights for different users and groups

Boost your PlanMill reporting with BI Book

PlanMill is a versatile ERP system that provides a lot of valuable data from e.g. customers, projects, expenses, and finance. BI Book reporting tool provides an efficient way to process this large amount of PlanMill data and changing it into dynamic reports. With BI Book, you can automate your PlanMill reporting and get effectively depth to your data.

In addition to dynamic and visually clear reports, BI Book makes it easy to share and manage reports. In BI Book, you can seamlessly edit the views and contents of your reports with one click.

Benefits of BI Book in PlanMill

1. Enables modern and automated PlanMill reporting

2. Report data from PlanMill is updated in near real-time, enabling, for example, accurate monitoring of invoicing and operational productivity

3. Get visually clear and dynamic reports whose views can be customized exactly the way you want at one click

4. Makes it easier to manage and share reports with others with different permissions - you can limit which part of the report others will see

5. Saves time - instead of running reports, you can focus entirely on analyzing them

6. Visualized sales and CRM data helps you to identify sales opportunities and bottlenecks, as well as the effectiveness of various campaigns

7. Facilitates project progress monitoring and forecasting of resource needs. BI Book also enables efficient tracking of billable hours.

8. New metrics can be built easily and reports customized based on your needs

9. Power BI licenses for as many users as needed

BI Book onboarding (PlanMill)

If you are interested in modern and more efficient PlanMill reporting, please contact us bibook@renance.com! You can also book a free demo from the link below. In the demo, we show how BI Book works.

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