UPAXENTERPRISE ERP
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Analytics & BI

Decisions on one version of the truth.

UPAX builds analytics straight from posted ledgers — revenue, spend, project performance and service levels — and serves them in dashboards, Excel or your own Power BI.

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What changes

Analytics & BI with UPAX.

Executive dashboards, data explorer, Power BI feeds and Power BI Embedded.

01

One version of the truth

Analytics come from the same posted ledgers as the financial statements.

02

Self-service without risk

Users explore within the permissions they already have.

03

Keep your BI investment

Bring your Power BI reports into the platform.

The controlled flow

Every step approved, recorded and connected.

  1. Posted ledgers
  2. Nightly marts
  3. Dashboard
  4. Explorer
  5. Excel / Power BI
  6. Embedded reports

Each step runs on the UPAX workflow engine: the approver is resolved from your approval matrix, the action is written to the hash-chained audit trail, and the next step starts automatically.

Features

What Analytics & BI includes.

Marts from the ledgers

Monthly marts for the GL, net sales, supplier spend, project cost reports and maintenance SLAs, rebuilt nightly or on demand.

Executive dashboard

Revenue versus expenses, spend by category, project CPI and SPI, SLA trend and top customers.

Governed data explorer

Whitelisted group-bys, measures and ratios with CSV export — powerful without exposing raw tables.

Feeds for Power BI and Excel

Read-only feed tokens that carry the user's own permissions.

Power BI Embedded

Your own Power BI workspace inside UPAX, gated by UPAX permissions, with optional row-level security.

Command centre KPIs

Each KPI shows current value, trend, variance and status — never colour alone.

Industries

Where it matters most.

All industries
Handshake over a building model in a boardroom overlooking the city Real Estate & DevelopmentDevelopment budgets, contractors and handover in one portfolio.
Clients and sales staff in a premium trading showroom with a skyline view Industry pack General Trading & DistributionPurchasing, stock, pricing, credit control and e-invoiced sales.
High-rise tower under construction against a city skyline at sunset Industry pack ConstructionTenders, subcontracts, site materials and progress billing.
Guests welcomed at a luxury hotel reception desk Hospitality & TourismProperty purchasing, F&B stores and guest-facing CRM.

Works with

All ERP modules

Finance & Accounting

General ledger, payables, receivables, bank, VAT, fixed assets, cash forecasting and month-end close.

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Project Control & Cost Management

BOQs, variations, interim payment certificates, subcontracts, retention, earned value and IFRS 15 revenue.

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Governance, Risk & Compliance

Risk register, automated control tests, KRIs, findings and a verifiable audit trail.

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FAQ

Analytics & BI, answered.

Can't find your answer? Talk to a UPAX specialist.

Can I use Power BI with UPAX?

Yes. Read-only feeds connect Power BI or Excel to UPAX analytics with the user's permissions, and Power BI Embedded shows your own reports inside UPAX with optional row-level security.

Where does the analytics data come from?

Analytics marts are rebuilt from posted ledgers, so dashboards always agree with the accounts.

Can users export data?

Yes. The data explorer exports to CSV, within the dimensions, measures and permissions the user is allowed.

See Analytics & BI run on your data.

A guided walkthrough built on your own procurement, finance and project scenarios.

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