Category: Updates

PBS Business Intel Workshop

The Business Intel team at PBS Systems would like to announce that we will be hosting a BI workshop on Wednesday September 20th 2017.  If you are already attending the PBS User Conference in Calgary, the BI workshop will be the same week and a great chance to learn more about the capabilities of PBS Business Intel.  For more information about the workshop and to register, please Click Here .

For any additional questions please contact the PBS Business Intel team at businessintel@pbssystems.com, or call us at 1 (800) 665-6304 ext 779.  Hope to see you there.

Updates & Changes- March 2017

Link to BI Newsletter March 2017 

Below is an update on some changes you may have noticed within Business Intel:

• Added chart showing parts kit frequency.
• Created Top Selling Parts pivot table visualization.
• Created Top Selling Parts Details table visualization.
• Added CSR Management sheet to service app.
• Created added operations sheet in service app.
• Added line charts showing year over year sales & Gross by month to parts, service, sales, accounting applications.
• Added Deal Banking Sheet to accounting Application.
• Added Sales Summary sheet to accounting application.

Updates and Changes – Feb 2017

Link to BI Newsletter Feb 2017

Below is an update on some changes you may have noticed within Business Intel:

  • Created Service consultant performance sheet in service application.
  • Added technician performance 2 sheet to service application.
  • Added shop booking efficiency sheet to service application.
  • Added tech payroll data into the service application data model (requires connection to evolution database).
  • Added RO age as a field in RO table vs as calculated measure.
  • Added pivot table showing total clocked hours by day by technician.
  • Added pivot table showing technician actual hours and booked hours.
  • Added parts and repair order data to the accounting data model to link posting in the general ledger to the repair order.
  • Added visualization for deal gross profit using GL postings to accounting application.
  • Added Time Clock application (connection to evolution database is required).
  • Added visualizations, measures, dimensions to master library in timeclock applications.
  • Created sheets showing dispatch, tech payroll and aristo timeclock details and overview to timeclock application.
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