SUMX REPORTING AND BI MODULE

From Data Overload to Strategic Insight. Instantly.  

The SumX Reporting and BI Module enables easy data access, allowing you to conveniently design and customize reports and dashboards tailored to your organization's needs, from financial health to labor utilization.


Whether you're tracking budgets, measuring performance, or presenting to leadership, SumX makes your data easy to access, understand, and act on.

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Our Valued Clients
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting
Herndon solutions  groups
thunderstorm solutions
research-vessel-pricus
neeko
idig-llc
esteam builder
CodedIQ
ADP
Grey Operations Group
GovConPay
Freedom consulting
Spartans Solutions
Karki Consulting

Why Choose SumX for Reporting and BI Module?

Executive Dashboards

Gain a complete view of your organization’s performance in real time. Track key metrics across finance, projects, and operations—empowering leadership to make faster, data-driven decisions.

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Project Management Dashboards

Monitor project progress, costs, and timelines effortlessly. Identify risks early, keep budgets on track, and ensure every project stays aligned with business goals.

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FP&A Dashboards

Visualize forecasts, budgets, and actuals side by side to optimize cash flow, resource allocation, and profitability.

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Key Reports, Always Within Reach 

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Notifications & Alerts

Stay informed with smart notifications and automated alerts. Whether it’s a project variance, budget threshold, or overdue task, SumX keeps your team proactive and responsive.

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Power BI Integration

Extend your reporting power by unlocking endless possibilities for analysis and visualization with full Power BI capabilities.

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Customizable Dashboards

Create custom dashboards directly within the SumX platform—no coding or third-party tools needed. Display exactly what matters to your role, your team, and your business.

Start Your Journey to Efficiency

Unlock the potential of your business with our tailored ERP solutions designed for project- based industries.