How to use SYSPRO insight tiles for data-driven decision making

25 February, 2025

Did you know that businesses leveraging real-time analytics are five times more likely to make timely and profitable decisions? Staying competitive in an increasingly dynamic market requires quick access to key performance indicators (KPIs). Within SYSPRO, businesses can use Insight Tiles—a simple yet powerful tool that enables real-time tracking of essential business data.

Unlike traditional reports, which require manual effort to generate, Insight Tiles provide instant KPI visualisation, helping users quickly identify areas that are on track and those that need improvement. These tiles update automatically with live data, allowing businesses to react to trends, mitigate potential issues, and seize new opportunities before their competitors.

Using Insight Tiles allows businesses to shift from a reactive to proactive decision-making, reducing delays and improving efficiency to stay competitive and achieve business objectives.

If you manage a fast-moving business whether in manufacturing or distribution, you know how challenging it can be to keep up with fluctuating stock levels, shifting customer demands, or delayed financial reports. Are you constantly running reports to check performance? Struggling with outdated data when making critical decisions? Insight Tiles may be the missing piece in streamlining your operations.

What are Insight Tiles?

Insight Tiles are small data displays within SYSPRO, appearing as a dashboard, that show essential business performance metrics in a visual, easy-to-read format. Each tile can be customised to show text, numbers, bar charts, line charts, and much more; this is dependent entirely on what data needs to be tracked for your business.

There are two primary types of Insight Tiles:

  1. Summary Tiles – Show high-level business metrics, such as "Total Sales This Month."
  2. Context-Driven Tiles – Display detailed insights into specific areas, like inventory levels for a particular product or overdue payments for a specific customer.

Each of these tiles is interactive so users can click on them to drill down into a more detailed report. Unlike traditional reporting, these tiles refresh automatically with real-time data, ensuring businesses always have up-to-date information.

Key Business Metrics to Track with Insight Tiles

Using Insight Tiles, users can track a variety of important business metrics depending on what each business needs. Below are some of the most important metrics to be tracking:

Sales Performance

Sales drive revenue, so businesses must track how much they’re selling, what’s performing well, and where opportunities are being lost.

  • Total Revenue this Month vs. Last Month: This helps spot growth or declines early to adjust sales strategies accordingly.
  • Open Sales and their Status: This ensures orders are being processed efficiently and highlights delays.
  • Top Performing Products by Sales: This identifies what’s selling best so businesses can focus on high-demand items, adjust stock levels, and refine marketing efforts.

Inventory Management

Stock control is essential for avoiding shortages, which lead to lost sales, or overstocking, which ties up capital and warehouse space.

  • Stock Levels and Reorder Alerts: Businesses can use this to prevent running out of essential products and ensure timely restocking.
  • Inventory Turnover Rates: By showing how quick stock is moving, businesses can track turnover; low turnover means slow sales or lack of demand for a product or excessive inventory, whereas high turnover may indicate strong demand.
  • Warehouse Efficiency: This tracks how quickly products move from storage to shipping, helping to improve fulfilment speed.

Financial Health

Cash flow is the blood running through the veins of any business. Without enough cash, companies struggle to pay for supplies, employees, and operational expenses.

  • Outstanding Invoices and Overdue Payments: This can help businesses monitor and chase up payments to avoid cash shortages.
  • Cash Flow Monitoring: Tracking cash flow means businesses have enough liquidity to cover expenses.
  • Profitability Trends: Businesses can use this to show whether the company is growing sustainably or needs to cut costs.

Production and Operations

Businesses can’t fulfil customer orders on time if their production and supply chains aren’t running smoothly.

  • Work-in-progress Levels: This ensures production is moving at the right pace and identifies bottlenecks.
  • Production Delays and Bottlenecks: Tracking delays helps management address inefficiencies before they affect customer delivery times.
  • Order Fulfilment Rates: This tracks how quickly orders are being processed and shipped, which directly impacts customer satisfaction.

Interpreting Data for Decision Making

Insight Tiles aren’t just a display of numbers; they’re key indicators that help businesses take action. An incredible feature is the ability to configure tiles to change colour based on data thresholds, making it easy to spot issues. For example, a tile for tracking stock levels can be configured to turn yellow if stock levels fall below 500 units as an initial warning; if stock was to drop below 200 units, the tile could then turn red, signalling an urgent reorder.

The drill-down features allow for further investigation into each metric. Clicking on a tile for overdue invoices can show which customers haven’t paid and how long payments have been outstanding. A tile for tracking production delay can reveal which orders are being impacted and why. Analysing these trends helps businesses make smarter decisions. For example, a warehouse stock turnover tile showing slow-moving inventory could help businesses adjust purchasing strategies. With real-time data at their fingertips, businesses can respond to changes instantly to avoid costly delays.

Best practices for using Insight Tiles effectively

When using Insight Tiles, it's vital businesses choose the KPIs most relevant to their business objectives instead of overloading the dashboard with unnecessary data. Regularly reviewing and updating tiles should become common practice to ensure the KPIs or data being tracked are still relevant. Different departments across the business should be encouraged to utilise Insight Tiles for their unique processes; this allows organisations a holistic view of business performance while providing detailed insights into each department.

Conclusion

Insight Tiles is a powerful tool that businesses must start taking advantage of to stay competitive in a growing market. SYSPRO users failing to utilise Insight Tiles aren’t getting the full potential out of their systems, stunting business growth and holding the business back from achieving its objectives.

At HIT Technology we have the expertise and experience you need to take advantage of the endless benefits Insight Tiles have to offer. Act now and bring yourself several steps closer to achieving your business goals. Get in touch with one of our skilled ERP Consultants: https://www.hit-tech.co.uk/contact-us/

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