An overview of Essatto
Essatto is a cloud based service that delivers a complete enterprise data management platform to small to medium businesses.
Users of Essatto range from accountants & advisors wanting to manage client data to small/medium businesses looking to improve their profitability through more accurate reporting and analysis.
Key features of Essatto include
Dynamic two-way Excel add-in
Connectors to multiple data sources
Dashboard Designer & Publisher
Budgeting and Forecasting management
Essatto Detailed Product Tour
Intro & Overview
Data Warehousing (0:36)
Fast Budgets (16:46)
Excel Add-In (21:19)
User Security (26:29)
Summary of essatto key functions
Analyse the Past & Visualise the Future : Manage the data that drives business decisions in the one place with Essatto...
Connect & combine data
Mashup and aggregate data from multiple sources over multiple years, companies, currencies, customers etc... Get started quickly with Fast-Connect.
dashboards & reporting
Comprehensive business intelligence functionality that supports data visualisation and data discovery as well as management & budget variance reporting.
budgets & forecasts
Create a budget or run what-if scenarios across the business in minutes with Fast-Budgets.
Easily build custom hierarchies to summarise and report group data.
user data access controls
Control user access rights and privileges including abilities to input data to Essatto.
essatto excel add-in
Retain existing spreadsheets and submit key data (such as budgets) back to Essatto for others to review results immediately via dashboards or reports.
Essatto business cases
A company imports product in containers and needs to plan future container orders taking into account; projected sales of specific products, expected lead times, minimum stock re-order points, and stock on hand.
Customer / Product Profitability
A company has many customers and product/SKU combinations and wants to determine which customer/product combinations are making the greatest contribution to gross profit so that resources can be prioritised accordingly.
A company wants to produce an actual/budget/re-forecast profit and loss by sales representative to evaluate performance and set bonuses.
Sales Planning & Tracking
A company wants to plan and track performance of sales campaigns/promotions it may be running into specific customers for specific products.
Geo-mapping / Market analysis
A company would like to identify and plot its entire target market on a map and then overlay its existing customers on the same map to focus their sales campaigns on specific geographic target areas.
Consolidation, Eliminations, FX
A company has multiple entities and would like to evaluate group financial performance on a regular basis (day, week, month). These entities may be running; the same or different accounting systems, the same or different chart of accounts and transactions for some of these entities being booked in foreign currency ledgers.
Load data from multiple sources
In addition to its Accounting System, a company may also have a desire to integrate data from other internal or external sources to gain key insights about its performance, sales opportunities etc... this may include data from a range of sources including; POS systems, appointment booking systems, operational systems, CRM, KPI data (external) etc..
Fully Integrated Excel
A company has complex spreadsheet models that it would like to seamlessly integrate and align against actuals on a regular basis, for example, manpower planning in a professional services company.