Sage Business Visibility

Sage 300 Construction and Real Estate: Business without blind spots

Can’t see the forest for the trees? All too often, construction firms get wrapped up in the day-to-day management of projects and punch lists — and forget to watch how it’s affecting the overall schedule or budget. Looking at your financial information is a good place to start. But you have to do much more than that if you want to stay ahead of potential issues.

You can put an end to scope creep and minimize risk. Look below to see how the tools available for Sage 300 Construction and Real Estate will enhance your visibility and give you the insight you need. Or you can click here to request more information or a demonstration.

You face issues that impact your company’s profitability on a daily basis. But do you have access to the information needed to make the best decisions? Can you share that information with your project team? With these reporting tools in Sage 300 Construction and Real Estate, you can get instant access to the information needed to determine job profitability, measure financial health, and plan the future of your business:

Create reports using over a thousand prebuilt, industry-tested report templates. Modify the prebuilt reports—no assistance needed—to satisfy changing requirements. Or Build your own reports with minimal training using the Sage 300 CRE Report Designer or Crystal Reports Designer.
Consolidate organizational data, including multiple company datasets, and easily run reports across your entire business.
If you need to find specific data, you can quickly search for the information using Sage 300 CRE Inquiries. Modify or create your own customized inquiries using the Inquiry Designer to get the information you need quickly and efficiently.
Get immediate access to the business information you need to make informed decisions. Monitor trends such as project profitability, property occupancy, or cash flow using intuitive graphical reports to identify potential issues before they arise. Customize your dashboard so you only see the information you need.
Automatically generate reports, spreadsheets, documents, and email alerts, proactively distributing information to those who need it so they can keep all phases of a project or property on time and on budget.
Create reports and analyze data in Microsoft Excel using real-time information from Sage 300 Construction and Real Estate. Office Connector allows you to query, report, and move data back and forth between Excel and Sage 300 CRE, ensuring you always have the most up-to-date information.

The devil is in the details. So how can you find, filter, and focus on the information that matters most to your business?

With these monitoring tools, you can keep your eye on critical information and prevent issues before they arise.

Monitor your key performance indicators (KPIs), get instant alerts when issues need your attention, and take corrective action. Set alerts to appear where you work the most — on your Sage Desktop, on your Windows desktop, or in Microsoft Outlook — so you stay in the loop
This add-on to Sage MyAssistant uses the familiarity and ease of Outlook to directly access, track, and update your Sage 300 Construction and Real Estate data in real time. Sage 300 Construction data is embedded directly within your email, providing drill-down access to additional details as needed, so you can proactively make decisions, assign and monitor actionable tasks for employees and vendors, and improve communication both inside and outside your company.

Knowing what’s happening across all your projects can help you assess your company’s performance and plan future business strategy.

But it can be challenging to sort through all the financial data you have and analyze what’s going on as projects continue to progress.

Create and analyze data and financials in Excel using real-time information from Sage 300 Construction and Real Estate. Data is automatically transferred between Sage 300 CRE and Excel so you can analyze and manipulate data using familiar Excel reports, worksheets, graphs, and more.

It’s essential to know what’s coming to stay profitable in the construction industry today. And you must be able to identify the jobs where you can maximize your margins.

To evaluate future projects and buyouts, you need to look at past performance and adjust based on shifting variables — such as material costs, labor costs, and interest rates.

Consolidate organizational data, including multiple company datasets, and easily run reports across your entire business. View and monitor trends at a glance including project profitability, property occupancy, or cash flow. Plus, you have the ability to drill down to details and initiate action to remedy potential issues before they arise. Customize your dashboard to view data that’s most meaningful to you. You can even share the information inside or outside of your company so others can see your business health.
Use real-time information from Sage 300 Construction to ensure your forecast is still accurate. You can maintain a “living” two-year cost forecast with revenue projected cost changes using actual cost from Sage 300 CRE Job Cost and General Ledger. You can also increase your surety’s confidence by keeping your work in progress and general ledger accounts clear and up to date.