13 May 2025 | Windward Software
Windward Intelligence Add-On Reports
Explore Windward Intelligence add-on reports. This Windward Webinar highlights the ability of the tool to pull data from multiple system reports, perform dynamic calculations, and discover trends through data mining. Learn how Windward Intelligence can be used to keep cost pricing accurate in a volatile market, keep track of inventory, and make intelligent business decisions.
- Kyle and Robert hosted the webinar on the Windward Intelligence add-on reports. Robert is the Windward Intelligence expert from professional services.
- They announced a workshop on "keeping cost pricing accurate in a volatile market" scheduled for June 4th and 5th in Kelowna, BC, Canada.
- The webinar demonstrated how to use the Windward Intelligence tool, its integration with Microsoft's Power BI, and how it can help visualize key performance metrics in real-time.
- They showcased the tool's ability to perform dynamic calculations and discover trends through data mining, enabling users to make intelligent business decisions.
- A key feature discussed was the ability to integrate data from multiple system reports, reducing the need for manual exports and updates.
- An example of a sell-through allowance report was presented, demonstrating the ease of adding or customizing fields as per needs.
- An inventory reorder insights report was also presented, showcasing the tool's ability to determine optimal stock levels based on lead times, sales averages, and other factors.
- A trial balance report using comparative analysis was also shown, highlighting the tool's potential for financial reporting.
- The hosts also discussed the tool's ability to schedule multiple refreshes for up-to-date information, and how reports can be shared with others in the organization.
0:07
Hello everybody and welcome to our webinar on windward intelligence add-on reports We'll be getting started here shortly this webinar is being monitored by myself Kyle and Robert from professional services who is our windward intelligence Expert he'll be presenting.
0:36
Hey Rob, while we're waiting for everybody to come in you want to jump to the next slide real quick Oh, yes. Thank you, Kyle.
0:42
Hello everyone out there All right, while we're waiting, we do have a live event coming up.
0:48
It's going to be a workshop.
0:50
And the feature topic for that workshop is going to be keeping cost pricing accurate in a volatile market.
0:56
You all know what that is.
0:58
The dates on that are June 4th and 5th, and it's going to be in Kelowna, BC, Canada.
1:04
Topics to be covered would be customer fulfillment, period end procedures, so like day end and year-end procedures, and then inventory control.
1:16
And then you'll have a hands-on experience with System 5 Sidekick as well.
1:21
Kelowna is the perfect place to mix business with pleasure.
1:24
And you can get more details at windwardsoftware.com slash training dash events.
1:32
Gonna jump to that next slide there?
1:34
Yes.
1:35
All right, if you have a question, you might be asking how do I ask a question and go to webinars.
1:41
So there's a questions pane or a question bucket with a little question mark on it.
1:46
Just go ahead and hit that and then you'll have the opportunity to type your question in at any time.
1:51
And just type it in whenever it comes to mind and we'll address them during the Q and A.
1:57
If your question is specific to your business, like give us a little bit of context just in case we need a little bit more there.
2:04
And then we'll do our best to answer everything live, but if there's anything that we miss or we can't answer, we'll follow up by email or we'll let your account manager know that you have a question.
2:14
So don't be shy.
2:15
If you're wondering about something, chances are somebody else is probably wondering about the same thing.
2:22
And then just a little bit about Windward Intelligence, if you could jump to that next slide.
2:28
What is Windward Intelligence?
2:30
It is a tool that we have so that you can unlock the power of your data.
2:34
So it's basically integration that we created with Microsoft's Power BI.
2:40
And it helps you visualize key performance metrics in near real time.
2:44
It pumps a couple of times a day.
2:46
It's not in exact moment time.
2:49
It helps you gain deep insights into your sales KPIs and more, leverages Microsoft Power BI, powerful data visualization, and it helps you make faster, smarter decisions with confidence.
3:02
So basically, you're turning your raw data, all this data that you've collected in Windward System 5, and turning it into meaningful action.
3:10
So we have the security of Microsoft.
3:12
It's integrated and it's always up to date.
3:16
I'm going to turn it over to Rob who's going to take it from here.
3:22
Awesome. Thank you, Kyle. Hello, everyone out there.
3:26
We'll jump here to the next slide and I'll just try and get familiar with this.
3:34
Yeah, I'll just give a brief hello there to everyone out there.
3:44
Why Power BI? What's so special about it?
3:48
I thought of three main bullet points.
3:51
One, we can integrate data or bring in data for multiple system reports.
3:57
As a Windward System 5 user, you've come to enjoy using our design inventory report, design customer report.
4:05
You name it. Invoice reports, one of my favorite.
4:07
It's a very all-around, all-purpose tool to bring in information.
4:15
But sometimes you want this item from that report and this from this.
4:20
And now you find yourself exporting those reports to Excel and then using some kind of Excel tool, like VLOOKUP, to combine them.
4:33
And of course, you do that at 2 PM on a Monday, maybe by 2.30 PM or 3.00 PM, it's old data and you got to export it again.
4:43
You get the idea.
4:44
It's constantly getting stale because you're taking so much time to export it and combine it.
4:50
But Power BI allows you to, you or us, or me, build the report for you and have it update all the time.
5:00
We're pulling the stuff in from multiple parts of the system.
5:03
the database, as Kyle mentioned, and then you just refresh the report and run it.
5:11
So powerful to pull these things together from different parts of the system.
5:17
For instance, one customer asked me, hey, I want to see my age receivables by salesperson.
5:22
Yeah, that's a good idea. We can do that.
5:25
Is your salesperson the clerk that took the sale or the salesperson that owns the customer?
5:31
So without getting into details of that, yes, we can pull data in from multiple resources.
5:37
You're going to see a very good example of that with a self-through-allowance report.
5:41
The second main bullet point is to perform dynamic calculations.
5:48
No need to export to Excel and do averages and different calculations.
5:57
So, what's an example of that?
6:01
Well, I got this idea from a customer, and I haven't fulfilled it yet, because we're still in the early stages, a KPI with age receivables, days to collect.
6:14
So on average, how long does it take you to collect on a receivable from the day you invoice it?
6:24
So does it take you 45 days on average to collect?
6:26
Does it take you 16 days?
6:28
So you can start to get some trends.
6:32
Maybe your big customer, he used to pay you in 12 days.
6:36
Lately, he's been taking 55 days to pay you.
6:40
Hey, let's give him a call.
6:41
You give him a call, you find out that there's been maybe a death in the business or something happened and a key executive is maybe on his way out or they lost a big customer.
6:54
So you might need to change your credit terms because now you're seeing different trends 16 days to pay you now 55 days. So that was that's an interesting KPI that I'm excited about that project.
7:08
So Calculations and you're gonna see a really good example of a calculation in our infants in our inventory reorder insights or It's called a windward highs and lows. So you're gonna like that one.
7:22
That's my favorite actually And then the third one, so discovering trends through data mining, data mining, yes.
7:32
Digging into the database and pulling things out that we would never have thought of before.
7:37
For instance, I got this computer mouse from ABC vendor.
7:48
I would not know how long it takes me to get this.
7:51
you know, pulling information out of the database and looking at my historical purchase orders, I can see that on average it takes me 13 days to get a mouse from ABC vendor.
8:01
But from that same vendor, it only takes me three days to get my coffee mug.
8:05
Okay, so now using those lead times, I can start to determine how much safety stock I should have in the business?
8:15
What are my mens and maxes based on my lead time, sales averages, so we can mine for data and pull that data out to do predictions, forecast trends, and really, as Kyle mentioned earlier, make intelligent business decisions.
8:39
So, really make decisions based on the information we're pulling out of, out of Windward.
8:45
So, I think that's really, that's really neat and helpful.
8:51
So, there's so many different reports we could look at.
8:55
These are just four of them I thought provided a pretty good.
8:59
And actually, these are the four reports that we have currently available kind of, we call them our add-on reports.
9:07
These are currently available.
9:08
They're already built. You don't have to have us build something new, but these are here.
9:17
Now, we can build new reports for you as well.
9:20
I welcome your ideas. I love the ideas. It's exciting for me.
9:24
That's that fifth bullet point custom. I love the new reports.
9:28
It really is kind of an exciting thing.
9:31
But we're going to show you four main reports today.
9:34
So through allowance report, it's really, let's just jump into it.
9:44
So through allowance report.
9:45
So first of all, where am I?
9:48
I'm on the web.
9:49
This is a website, app.powerbi.com.
9:54
So what happens is whether you're on the Cloud, or whether you have your Power BI on your own local server, With a Power BI, with a Microsoft Pro license or a premium license, you can work in the app.
10:13
I mean, the app is nice.
10:16
For people like me or your people that are building stuff, you can build it in the app, but that's just where the designers and the architects live.
10:24
You don't have to live there.
10:27
you can simply consume your data from the website.
10:33
This is available to everyone in your corporate domain.
10:38
What are we looking at here?
10:40
Remember earlier I said, bring in information from multiple parts of the business, customer, design, inventory.
10:47
This one is really the creme de la creme of bringing stuff in from everywhere.
10:53
I don't know if we have any appliance people, on the call, but for our appliance friends, they get rebates from the Whirlpools and the Maytags of the world.
11:07
The $1 ,000 washer and dryer, they'll get a $100 rebate, but they have to submit proof.
11:16
Before Power BI, they're exporting to Excel and combining stuff together because Whirlpool wants the self-through allowance number, the start and the end date.
11:27
I got really weird dates because this is just a make-believe system.
11:30
They want the invoice number, the work order date, the partner, and you get it. You can see the screen.
11:36
This was just a pain for our people to build.
11:41
But with Power BI, actually, I should say with Windward Intelligence, connecting Microsoft to our database, we can pull this information out.
11:53
Now, here's the thing, right, Whirlpool, the vice president at Whirlpool might wake up on a Monday morning and say, hey, I want to add a new column to this.
12:08
And that's what makes it so annoying because if you were to pay up, you know, build this report once, have a static report, and then that Whirlpool executive wakes up on a Monday morning and decides that he wants to see the email address of whoever, now you're having to add that in there.
12:31
But with the Windward Intelligence, it's so easy to add things in there.
12:36
I can teach you how to do it.
12:37
It's not difficult.
12:39
Or with a small professional services plan, we can kind of babysit the stuff for you and kind of add fields in as necessary.
12:50
So that one, I think, was a really standout in terms of bringing stuff in from multiple places.
13:01
By the way, these are filters.
13:03
We can filter by different suppliers, different start dates, like an STA number.
13:10
I can't remember who my suppliers are in here, but you can filter by, come on, who I got here.
13:25
Let's see.
13:36
If you filter by different start and end dates and different suppliers, you can pull out what you need to.
13:45
Now, Whirlpool versus Maytag versus Samsung might have different STA reports they need.
13:52
But we can do that for you and have different options.
13:59
So Rob, in this instance, this is something that's pre-built, ready to go.
14:03
This will satisfy the needs of say Whirlpool, right?
14:07
Yes.
14:07
Then if you have a different supplier that has different requirements, of course, we can customize this further if needed.
14:18
Yes. Yes, exactly.
14:20
Yes. I forgot where I put my supplier filter.
14:22
I put it in the corner.
14:22
Yes, but you can have different ones customized pre-built for you.
14:27
Perfect. That was very useful.
14:33
Thank you. Thank you.
14:34
The next one is, This is specific to individuals that have advanced inventory location, but it's also a good example of using formulas and data mining in WinWord.
14:50
For individuals that have advanced inventory location, and what that means is you take this, well, that same computer mouse I was showing you earlier, I might have 25 in the southern warehouse wall, five on display, and 10 in my returns bin for an RMA back to the vendor.
15:15
Using different locations, I can see when was the last time I counted that particular item in that particular location.
15:24
Over 112 days, zero to 28 days, so I can filter by count dates, and then give this to a warehouse person to go do a count.
15:35
What was counted within 29 to 56 days ago? Nothing.
15:40
What was counted over 112 days ago?
15:42
Well, I've got some stuff here from 1950.
15:45
This is a dummy dataset, so there's some funny dates in here.
15:49
What was counted between 0-28 days ago?
15:54
These particular items from wherever, RMA location, warehouse location.
16:01
You're seeing a lot of RMA locations here.
16:04
Here's the thing, you can export this to Excel.
16:07
Any of these reports at any given time, you can export to Excel.
16:12
So just because that sell-through allowance report to give to a vendor, they're going to want it in Excel.
16:22
So you click on the little three dots, export data, just data with current layout, and then that simply puts it into an Excel file and that opened up on my other screen, so I'll just pull that over here in a second, and then just comes out exactly the same way you see it in Power BI.
16:49
I'm sorry, Windward Intelligence, the department, the count days, or we could have filtered by any metric we want to.
16:58
So, Rob, that probably has a number of uses, not necessarily just for, hey, what's in each location, but this could be useful for doing cycle counts, or you mentioned something about a vendor that wants to restock.
17:14
Some people have pay-per-scan type of situations, so there's a whole lot of different use cases for this report.
17:22
Yeah, absolutely.
17:23
Yeah.
17:23
Thank you for that.
17:24
You know, I've always felt that counting by location is the best way to go for cycle counting.
17:31
Yeah.
17:32
And when it comes to cycle counting, you really want, you don't want to go overboard and have a million locations, but small bite sized locations are ideal as well because if it's a Tuesday afternoon, if it's one o 'clock on a Tuesday and it's a slow day and you want to give your warehouse guy, hey, you got two hours, go count that wall, the smaller the section, the better, because he can now go count that entire wall and do a cycle count for that afternoon.
18:06
And you've got that one done and dusted.
18:10
And then maybe next week, Tuesday, or next week, Wednesday, cycle count your way through it weekly, monthly, and really get through your entire inventory, when you cycle count often, it can keep people more honest because they know that somebody's watching the inventory and the item that made itself out of the store into someone, the backseat of someone's car is gonna be discovered within 30 to 45 days, hopefully, and not a year later when you do your annual count.
18:45
So that's that's the idea with the the the cycle counting.
18:50
Yeah, it's easier to track stolen goods.
18:53
It's easier to track breakages and keep that stuff accurate over, you know, if you do it once a month on a certain section that you have high breakage or something like that. Just think about like a lighting showroom in the light bulb section.
19:05
How many times are those broken and then not properly accounted for as as breakage?
19:11
So, you know, there's a lot of a lot of different things we could use that for.
19:15
What's the other tab there for?
19:17
So within the Wimbert Intelligent Support, you can have multiple tabs.
19:21
So this was just me playing around and having a different tab here, just seeing quantity by location.
19:28
So taking the, if I can click on these locations here, I can click on the 3WH location and see I have 349 atoms in that location.
19:42
So filtering by location to see what's stock at any particular location at a given time.
19:49
Yeah. It's a good visual check real quick, right?
19:52
You can say, well, there's definitely not 300 items in that spot.
19:55
What's going on here?
20:00
Yes. Just taking it back to the homepage here for a second.
20:05
When you publish these reports and when we publish these reports, that's typically a one-time activity unless you need to make a customization.
20:13
typically you don't have to publish ever again.
20:15
But after you publish them, if you look at my locations report, we can schedule multiple refreshes.
20:25
If you wanted to do a manual refresh, I can click on the refresh now and get up-to-date information.
20:33
So if someone is actually doing something in WinWord and I needed an up-to-date count right away, I can click the refresh button.
20:40
As you can see, it's kind of chugging along there.
20:52
And then we should be, yeah, so it just completed at 321.
20:55
There we go.
20:57
Or you can also schedule refreshes.
20:59
I can schedule refreshes for multiple times a day.
21:04
I've got mine happening at 10 AM, but you might want to have yours happening maybe before you even open the store, 4 AM, 5 AM, something like that.
21:13
And even multiple times a day.
21:13
And for those that aren't so technical, Rob, these are the types of things that you set up when you set the initial report up, right?
21:22
Yes.
21:23
Yes.
21:25
And then is there, we can throw like a desktop link to these specific reports so that nobody has to really do a whole lot of navigation.
21:34
Yeah, absolutely, yes.
21:35
So yeah, just having a book, yeah, just bookmarking these reports.
21:38
Like I can just bookmark my quantity by location report into my favorites bar or into another, any other folder that I want, right?
21:47
so that makes it really easy to find them.
21:50
Then you can share it, so clicking Share.
21:54
Now, you can with certain premium Microsoft licenses, you can share it with somebody outside of your organization.
22:04
That's really probably a small use case for that.
22:07
Typically, you're going to be sharing these with individuals inside your location.
22:12
You can just copy the link like I did there, copy the link and then e-mail it to all the key personnel at your organization, or you can click Share and just type in their e-mail address right from here and just send the link.
22:32
It was great. You had a couple other examples?
22:36
I have two more examples.
22:38
This one, I take no credit for this one.
22:41
This one, the financial reports can be a bit challenging to create.
22:48
So we owe it to Jason in our programming department for building this one.
22:52
This is something we don't currently have as a stock report in WinWord.
22:57
So what are we looking at?
22:58
We're looking at a basic trial balance, but what's so neat about this, this is doing comparative reporting.
23:08
So right now with our trial balance at WinWord, you have to print it or export to Excel, export to Excel, do side by sides.
23:16
I can do a multiple selection.
23:17
I can say, I want to compare 2022 to 2024, just those two time periods.
23:26
And I can see why are my assets down by 2 million in two years?
23:36
Why has payroll gone down, cost of sales has gone up?
23:40
So I mean, this is a dummy data set, right?
23:42
So you're going to see some weird things, but I was- It does roll up.
23:47
Yeah.
23:48
And these do roll up, so you can just kind of shrink these down.
23:56
Yeah.
23:56
Yeah.
23:59
So you can have as simple or as complex of a view as you need.
24:03
Yes.
24:05
Sure.
24:06
And for our bookkeepers on the phone, our accountants, anyone that's really diving into the cash clearing, so for those of you that use our point of sale transaction report, and cash clearing is a great protection to taking a step back.
24:24
The point of the point of sale transaction report in Windward is to have accurate bank deposits, bank reconciliations, accuracy there.
24:36
But it's nice to keep the cash clearing account honest as well.
24:40
And sometimes we find ourselves exporting that to Excel to kind of do some comparative analysis.
24:47
With the Transaction Detail tab, we kind of dive into any particular ledger. So I can dive into my cash clearing.
24:58
I can say, well, I just want to look at the period of October 2019. I didn't do anything then.
25:07
October, yeah, so obviously, dummy data set here, right? Not a whole lot.
25:11
But you can see in here, on March 4th, I debited my bank 15 ,000, you know, credited my cash claim 15 ,000.
25:21
So Using this, we can kind of look forensically at these various different ledgers.
25:31
So there could be some pretty good use cases for this, I thought.
25:36
I think we're just scratching the surface with financial reporting.
25:40
That's something we wanna do a bit more of, but I think this is a great start and this kind of opens up that avenue to build more financial reports.
25:57
All right, that is exciting stuff there.
26:00
That's accounting in a way that we haven't been able to present it previously.
26:05
Yes, all right.
26:10
And so this particular one here, highs and lows, now this is called in our slide deck, we're calling this inventory reorder insights, same thing.
26:25
Reorder points is what we're talking about here, and this is really a classic example of using calculations and formulas and data mining to discover what we should be ordering at any one given time.
26:47
We've got several tabs here.
26:50
I did a tab here just to keep myself honest, I called it a sales data validation, just looking at some of the stats to see what they were to make sure that my formulas were in line because there's a lot of calculations happening here.
27:04
So taking a step back, what is the purpose of this inventory reorder insights report?
27:13
It is to make sure you have the proper amount of the proper quantity of stock on hand.
27:23
We don't want to have too much stock where the stock can become obsolete and also we're kind of consuming warehouse space with something that doesn't have high demand.
27:33
But on the other hand, we don't want to have too little stock whereby our customers are going to the competitor to get their qualities fulfilled, or you're having to do back orders and special orders.
27:51
Too much of those, every time you do a back order or a special order, you're increasing your ordering cost because the purchaser has to touch it.
28:02
It's got to get sent out.
28:03
It's got to get received in by the receiver.
28:06
The warehouse guy has to touch it.
28:08
Every time you touch that product, you're increasing your ordering costs.
28:13
So having that, I guess that Goldilocks number, that Goldilocks formula, what is the right amount?
28:20
And that's where the economic formulas come in handy.
28:23
It's called EOQ or economic order quantity.
28:28
How is that determined?
28:30
That is determined by several factors.
28:34
Now, the first factor is simply lead time.
28:39
Remember I mentioned earlier with that coffee mug that took me three days to get from ABC vendor, but the computer mouse took 13 days?
28:50
Well, that's my order days.
28:51
As you can see, this Allen wrench, I can get this Allen wrench here, I can get this in seven days.
28:59
Ceramic brake pads, three days.
29:01
These bulbs and fuses are taking 126 days.
29:05
That's outrageous, that's crazy.
29:08
tail light 61 days.
29:10
So using this sort of information, I can flip to different departments here. Using this sort of information, we can start to build, we can get our lead times.
29:23
So the lead time is basically the order days divided by 28.
29:29
Lead time is expressed as a monthly value. And then we're taking the sales average.
29:34
So let's go to a department that has more sales averages, yeah, we'll stay here.
29:42
These air filters, 37, what does that number 37 mean?
29:48
We can customize this for your business if you're more seasonal, but typically the economic formulas, the gurus, six months, six month average.
29:57
So on average, over the past six months, I'm selling 37 air filters per month.
30:05
That's a pretty good clip, and it takes me five days on average to get them.
30:10
Then we're computing our lows and our highs, and we're computing our lows based off the sales averages and the lead time, and then our economic order quantity, 31.
30:27
That's based on your ordering costs, your handling costs.
30:29
There's a lot of formula that goes into that, and then it comes back, gives you the high number.
30:37
What can we do with these numbers?
30:41
You can import them directly back into Winward.
30:46
I can work with you, we can customize this.
30:49
I put the unique number in here for those of you that have duplicate part members to make the data loading back into Winward as easy as possible.
30:59
Just load it back into Winward with the unique number.
31:04
One way. My favorite way, though, is actually not to import the highs and lows, believe it or not.
31:15
Because in its purest sense, EOQ isn't really based on a high.
31:21
It's based on the minute you drop below your low to order your EOQ. Now, you may wonder, why do you see EOQ CA in the US?
31:32
I've I've got them both here, one for Canada, one for US.
31:35
I'm just working with the Canadian one right now, so that's the one that's filled in.
31:38
It's a different interest rate.
31:40
It's based on interest rates, so there are different interest rates from the Federal Reserve and the States versus the Bank of Canada and Canada, so it ends to different columns.
31:51
So like I said, my personal favorite, we got the Heisenlohs simplified Excel for you to import back in, but mine is the purchase order.
32:02
I simply use the purchase order to find one that has, we'll stay here.
32:12
So using the purchase order, what is this exactly doing?
32:19
It's looking at the current available quantity, and if it's below the low, it's going to order the economic order quantity.
32:30
Taking this for this supplier, C Hawthorne Incorporated, I would click the little ellipsis, export this data to Excel, click Export, and then go back to Windward with my CSV file and go into a purchase order here.
33:03
Let's see.
33:12
I'm not sure if any of you have used this little feature, you can actually import a CSV file directly into a PO.
33:20
So instead of updating your highs and lows monthly, you could just run your report, the Windward Intelligence Report, and determine on any given basis what you should be putting on a PO.
33:37
So I would just click Import from CSV File, and then I would go locate a file to import back into Winward.
33:50
It works quite well.
33:54
The import feature, it's taking account of a few different things to make all the calculations happen.
34:07
It's really replacing the required orders report.
34:13
Now there's one thing it can't replace with the required orders report is the special orders, but it's doing everything besides for that.
34:22
So it's taking care of your highs and lows, it's taking care of your customer backorder stock, it's taking care of your stock queued for backorder.
34:29
The only thing you have to do after you import this CSV is go to the orders tab and bring in any special you might have.
34:39
So really kind of changing the game on how you would do a purchase order with the economic order quantity report.
34:51
Yeah so use cases on this is of course to make sure that if you have a seasonal business and the amount that you need is changing this would be helpful.
35:01
Of course, the more data that you get to feed into the system, right?
35:07
Like the more purchase orders that you have, the more history you have.
35:11
In this case, it's a limited data set, so you're not getting too much.
35:14
But if you have, you know, thousands of items and you have data from, you know, the past 10 years on how long it took you to get, you know, items in from your vendors, this is gold.
35:25
It really is, it really is.
35:27
I mean, there are a couple of caveats.
35:33
We want to make sure the data that we're getting is clean.
35:36
For instance, because we're using historical data, remember I said that computer mouse and that coffee mug, as long as you're clicking send, they send the PO, which I'm sure you are, But the other side is when you get that pallet in from ABC vendor, are you clicking receive within a day or two?
36:01
Within a day or two, you're fine.
36:03
Then we're getting up-to-date numbers.
36:05
Because if you're physically receiving the stock on a Monday, and not clicking receive PO to the following Wednesday, well, you've added nine days to your lead time, which are artificial because it really took you X amount of days, not X plus nine days.
36:23
So, as long as you're doing the clicks in Windward and keeping up to date with POs, yeah, that historical data is accurate and we can use it to build the all-important lead time.
36:35
Yeah, so the truck pulls up on a Friday and the receiver's like, I'm out for the weekend and they don't do it till Monday.
36:42
Those are the situations that you're talking about there?
36:45
Yes, and for those of you that might wonder, well, hey, they're like, hey, wait a second.
36:49
doesn't Windward have a lead time within the system?
36:53
It does, there's a caveat with that.
36:56
You look at these deluxe bearings, forgot the S there.
37:03
This number 12, this is the last time I ordered it.
37:09
This is not an average, this is just the very last time I ordered these bearings.
37:16
it I might be getting these on average within three and a half four days but it just so happens that the last shipment took me 12 days so not an average it's it's useful if you don't have anything else to go on but the the windward intelligence report based on what you said Kyle there is actually getting your real average based on three years of data five years of data ten years of that's great this one this wasn't part of the slide like I just threw it in there this is just a real kind of really a nice one I built here contract pricing so windward has a section for contract pricing because your event your customer if he's a bigger customer he may not be paying a certain price for widgets or wheel bearings or legors or stouts or or medium or fine coarse precious.
38:17
He's paying a different price.
38:19
So I thought this was a really nice place to check on the actual margins.
38:25
Because, and let me just explain this a little bit here.
38:30
Let's see, sorry.
38:32
So this is kind of like a custom project, not one of the pre-builds, right?
38:38
Yeah, this is a custom one.
38:41
So let's explain that a little bit.
38:43
And the reason behind it is actually pretty powerful.
38:48
And that'll be the last one before we go back to the PowerPoint here, and then we can get some questions.
39:06
OK, so if we go to contract pricing, it's hiding here somewhere.
39:22
On the right side, every thing.
39:24
Yeah, there you go.
39:26
Yeah, so this is a nice report, but there's one thing is missing here. You don't know your costs.
39:33
So you don't know if you should renew this or not without doing some clicks to see what are we paying for my spring water or my widgets or my bearings. Have my costs gone up?
39:43
Now you got to click on this and get to get the cost.
39:47
And you don't know if you should renew this contract or not when it comes up for Well, actually, this expired February 2024, but with this report, if I filter by that one customer, I can see that I've actually got negative margins on all of these, and I shouldn't be renewing any of these contracts.
40:12
So that was kind of the reason for that, just a really quick report that pulled information from multiple places to see if we should renew that contract or not.
40:21
That's pretty powerful, especially if you're doing it with a lot of contractors, right?
40:29
Yes.
40:30
Yeah, exactly.
40:31
It's just one nice place to just check all of them at one time.
40:35
Of course, Windward has price schedules, which works pretty handily.
40:38
But for those of you that are using the contract pricing section, then you can see what your margins are.
40:47
So just to recap, we went through Sell Through Allowance, which is pretty unique to the appliance industry, but there could be other industries too that get rebates from vendors.
40:54
And if you have to submit a report to the manufacturer, something like this could come in quite handy for you.
41:04
Last stock count report, just filtering by stock days and last time we counted that bin or that location and when we should go count it again.
41:16
Reorder insights, really useful.
41:17
One of my favorites, actually my favorite, building highs and lows based off of your data.
41:27
Comparing to financial reporting, we're just scratching the surface there.
41:29
But this is a great start into that.
41:31
And we look forward to doing more with this.
41:33
But for those of you that want a comparative trial balance, that report is ready, ready on the shelves and ready to be purchased and used.
41:44
All right, we'll hand it back to Kyle now.
41:47
Yeah, so you're probably asking how much, how much does it cost, right?
41:51
So some of you are already on Windward Intelligence and you probably joined to find out about the add-on reports.
41:57
For those of you who don't know about the standard Windward Intelligence reporting, We do have a video already prepared for that.
42:06
It's at windwardsoftware.com slash Intel, I-N-T-E-L.
42:11
So that's an easy way to get to the, how the regular standard issuance of Windward Intelligence works.
42:18
And just some basics about Windward Intelligence.
42:22
You need a subscription to Microsoft Power BI Pro for that, which isn't a problem, quite honestly, because many of the Microsoft subscriptions come with that, or you can add it to your Microsoft subscription for about 14 bucks a month or so.
42:41
But you would purchase that part of it through Microsoft.
42:45
For our Windward System 5 on Cloud subscribers, the activation for Windward Intelligence is $1 ,000 one-time fee.
42:54
The licensing is included in that, and the subscription is included in your system five on cloud subscription anyway.
43:01
For those of you who are on premise, we have a thousand dollar activation fee again for that, and then the licensing for that is thousand dollars, and then there's a 588 per year subscription.
43:13
Part of this operates on cloud, so we need to make sure that we have that portion covered. Could you jump to the next slide there, Rob? All right.
43:26
And then for the add-on reports, each report is going to be $1 ,000, and that is a one-time fee.
43:32
It is the fee to get it installed and for Rob to go ahead and set it up, or one of his colleagues, and then it's just included with your Windward Intelligence fees.
43:47
So if you are on-prem, it'll be included in the 588 to just keep it running.
43:53
And then for those of you who are on it is a is truly a one-time fee $1 ,000 to get the report up and running and you can choose from the sell through allowance report the comparative financial report the inventory reorder insights or the last stock count reporting and those those are the ones that are on the shelf ready to go and of course Rob is excited about building new reports so there is the whole ability for us to do custom reporting, and we would just use our professional services, hourly plans, to do those for you.
44:31
I just want to chip in one thing with the Inventory Reorder Insights.
44:34
I was working with an appliance store in Canada.
44:40
A gentleman there was quite analytical or technical.
44:45
He came to our workshop in Dallas, and he was excited about the Reorder Insights.
44:49
and he purchased it pretty quickly after coming back from Dallas.
44:55
Yeah, we can customize it for you.
44:57
The plans include a few hours of my time to work with you, and looking at the minimum formula, it actually includes a 50 percent safety stock.
45:10
He's like, wait a second, I don't think I need 50 percent safety stock, I need 20 percent safety stock.
45:15
We adjusted some dates to make it more customizable to his business.
45:18
So even though it is a stock report, there is some customization that would come with it to make it work better for your business.
45:29
Thanks.
45:30
Just one more, a couple more slides here, there.
45:34
So we have a special coupon for attendees.
45:37
It's going to go out shortly after, maybe tomorrow at this point.
45:41
But if you don't have Windward Intelligence, we want to give you a 10% off to get you started.
45:46
We really want more people using Windward Intelligence in general.
45:50
And then if you're interested in some of these add-on reports that Robert showed today, we're gonna offer $100 off for each report when you buy more than one.
46:00
And then I think we just have Q &A left, right?
46:04
All right.
46:05
Sounds good.
46:05
All right, and then I see some people are getting some questions in there.
46:09
So just again, if you have some questions, let's get them typed in there and we'll start running down the list.
46:16
Josh is asking, can you elaborate on the setup, particularly for non-cloud users of System 5?
46:23
Is it using a direct query with an on-prem gateway?
46:27
I don't know the answer to that. How about you?
46:31
Yeah, there are some newer terms.
46:34
Is it using a direct query?
46:38
It is a query.
46:40
It's an ODBC query.
46:43
It does require a gateway. The gateway is included with your purchase.
46:49
Yes, it's the Windward data gateway. Yeah, that's part of that whole setup process, right?
46:58
When you get your activation fee paid, that includes us setting up the gateway and getting everything running on whatever cycle we have chosen or you have chosen there. Next question is from Sean.
47:11
Is there an add-on report that is available for CIRCANA reporting?
47:16
I don't know what CIRCANA reporting is.
47:19
Do you, are you aware of what that is?
47:22
I can't see that other question.
47:23
How do I open up this thing further?
47:26
Oh, I see it now.
47:27
I see it.
47:28
Is there a ad report that is available for CIRCANA?
47:31
Can you elaborate on what CIRCANA is?
47:38
NDP, NPD.
47:40
Yes, I haven't heard of that.
47:42
So we'd be happy to work with you.
47:44
So to answer your question, There's not because I haven't heard of it, so there isn't, but we'd be happy to work with you and build something for you.
47:56
Absolutely. We love these custom projects because it really gets you exactly what you need.
48:05
And that's what we really want to do with Wintry Business Intelligence is close the gaps that you can't answer in your business.
48:12
that's really what this is about.
48:16
Deb Garo says, if we were to do an inventory report by serialized item, does it keep track of the serial numbers together with the item when sorting alphabetically?
48:25
That is a mouthful right there, so what do you think about that?
48:30
So does that keep those two numbers together with this?
48:34
Yeah, so you can sort, yeah, so if you if you have the item number and the serial number and you sort it by the item number it would keep them together yes right I think I know what you're referring to because when you do the design inventory report and you sort it I think it's missing the yeah it right I think I understand if I'm if I'm correct here with the design inventory report when you sort it it doesn't keep it together but the one word intelligence report because it because it repeats the part number in each row, then it will naturally keep it together because it would be sorted together. So yes.
49:17
All right.
49:18
Then Josh is asking, how does the Power BI set up work?
49:22
Do you own the admin accounts or do you just set it up using their admin account?
49:28
Will we get full access and be able to create our own reports?
49:31
Yes, you would be able to create your own reports.
49:34
The admin is yours once we set this thing up and it starts firing off.
49:39
It just stays within your Microsoft Power BI.
49:44
Absolutely. Yeah, you own the report.
49:48
You can take some Coursera classes on Power BI, and it wouldn't take you that long to get to a advanced beginner or early intermediate stage.
49:59
It doesn't take that long, actually.
50:03
What is a bit of a longer learning curve is understanding the database structure, so that would likely be where you would need some assistance, but we would gladly provide it to you and give you some coaching if you'd like to create your own reports, but either way we can work on them together and yeah, it may not take you that long to build your own reports.
50:29
I've actually got some customers that built some pretty simplified sales reports on their own.
50:36
Yeah, so as far as a schema for the Windward database, I'm not sure that that is in existence, but that is a great suggestion, because it would really make this more accessible to users.
50:48
Right, yeah.
50:51
It's a lot.
50:56
Yeah, the schema.
50:57
If anybody else has questions, let's get them in there.
51:00
that the, it seemed to slow down a little here.
51:04
I think I just want to go back to, I think, I think the, just Don was asking him with the NPD, how much to build a report.
51:11
So with the Windward Intelligence, the actual $1 ,000 activation fee, whether you're on-prem or cloud, it includes a few hours, roughly three to four hours, depending on setup.
51:26
So I can, if it's an easier report, I can build an easy report for you within a couple of hours, like a really super simplified report.
51:37
But likely, what is the cost to build a report?
51:41
Well, that would just be professional services time.
51:44
Whether it's a five-hour professional services plan or a 10-hour professional services plan, then under doing it like time and material, we can- Yeah.
51:57
It's hard to say without requirements is really but it comes down to you there, Sean, but absolutely, it's not out of reach.
52:05
Let's just put it that way.
52:07
Great.
52:15
All right, well, I think it's dried up for questions.
52:19
I really appreciate your time today, Robert.
52:21
This was an awesome show.
52:24
Yes, yeah, thank you for the platform.
52:29
We got, looks like we got one last question there from Josh Whiteman.
52:34
Knocking with another one there, all right.
52:37
Will you be providing a PBIX file that has some sort of snowflake or star schema pre-setup?
52:45
Okay.
52:46
So I'm not sure if when you say snowflake or star schema, so in these types of reports, the Windward Intelligence Power BI, you have a fax table and dimension tables.
53:04
For instance, what's the dimension table?
53:11
Customer information, Robert, Susie, Bob, Tim, customers, suppliers, inventory.
53:17
These are just dimensional tables.
53:22
The sales table is a fax table.
53:26
You do get a sales analysis report that comes out.
53:30
When you purchase the Wimber Intelligence, there are there are stock reports included and that already comes it comes in some sort of schema with dimensions and facts that you can kind of add to it as you need to but the the add-on reports come in their own schema already so it's kind of on an as-needed basis so it's yeah so to answer your question yes they do come that way it comes with a standard set of information and then if we need to pull additional stuff in there, then that's where the customizations come in.
54:07
Yes.
54:10
All right.
54:12
Well, if there are any additional questions here, please don't hesitate contacting your account managers.
54:20
They can shepherd any of those questions.
54:23
And it's been great being able to show you how we've advanced Windward Intelligence a little bit.
54:29
And we were hoping that some of you jump on board.
54:33
Thanks everybody. Thank you everyone. Have a nice time. Have a nice day.
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