The age of mobility, cloud computing and social media have led the analytics industry towards making snippets of information available on mobile devices, and away from the traditional columns and rows reporting that is so familiar to the baby boom generations.
Let's face it, a pivot table containing several hundred thousands rows of information, is not very practical on a cell phone.
Conversely, dashboards are great for graphical representations of data, but showing pretty pictures doesn't necessarily prompt you to take action. The idea is to create visualizations which allow you to quickly glean information and influence your decision making process.
QQube eliminates the need for reverse engineering, and dealing with tables and relationships - which is about 80% of any report or visualization project. But tools like Power BI and Tableau - which are needed for the last 20% - are not as easy to use as Microsoft and Salesforce would have you believe.
Since everybody uses QuickBooks differently, and everybody looks at their data differently, it is fair to say that no matter what examples we provide out-of-the-box (we provide over 220 individual metrics in Power BI alone), will never be 100% complete and satisfactory to the end-user. Even if the metric IS available, a customer may not like the colors, or placement, or font, or any part of the default formatting..
Further, Power BI uses a language called DAX (which originated from Excel PowerPivot) to create calculated columns, and it can be rather daunting, if you don't work with it every day. QQube provides several hundred of these to help the average user; but again customers will always have differing needs than what we can provide.
The number one thing you should do, is to layout your request metric by metric. It would be very helpful for you to look at the examples that QQube provides out-of-the-box, so you can have a frame of reference in your communications or meetings. Sending an example of each - no matter how rough - before any meeting would be a smart move.
The Solution Provider will go over your requests, metric by metric, to determine how the information ties to QuickBooks - before any quotes - or even ball park quotes, are given.
Pictures and agreements will eliminate scope creep.
Practical visual solutions on any device