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A powerful, affordable BI tool supporting integrated analysis & budgeting

Info-Explorer

"My client loves Info-Explorer. In their words, it has them purring like a kitten."

MARK BINKLEY, DATAQUEST INC., INDIANA, USA

Info-Explorer Features

Available features vary based on Info-Explorer Edition. See the edition guide below, and edition-specific pages, for details.

Data Sources & Processing

  • Fed from your SQL & ODBC database, with background in-memory processing
  • Include data from multiple compatible databases, e.g. ERP and CRM
  • Incorporate user-defined calculations
  • Work online or offline
  • Export views to Microsoft Excel®, CSV or HTML
  • Security options to protect your data

Slice & Dice Analysis

  • Change dimensions (e.g. product, customer, region, period, employee) for clearer insight
  • Dynamically control your view, filter your data, add and remove facts and dimensions
  • Drill through to compatible source systems for more information
  • Roll up and consolidate to focus on high-level results

Presentation & Personalization

  • Create and save multiple views, and convert to charts
  • Create your own dashboards, highlighting exceptions and trends
  • Apply your own formatting styles, e.g. 'traffic light' reporting
  • Personalize, e.g. use custom styles to highlight amended data

Budgeting Features

The Writeback edition lets you use the same interface for analysis and budgeting:

  • Budget beyond General Ledger level
  • Build budgets bottom-up or top-down
  • Insert a budget total and let Info-Explorer populate the build-up
  • Adjust budgets using multiple spread methods
  • Maintain multiple budget versions
  • Write budget data back to your compatible database
  • Combine actual and budget data for forecasting

Sample Cubes included

Use them to simplify getting started, or as a base for creating your own cubes. Sample Cubes are available for:

Spire - selected modules: AR, AP, GL, OE and PO

Sage 300:

  • Selected core modules
  • US & Canadian Payroll
  • Orchid Extender, RMA, Bin Tracking
  • Budgeting

Other selected 3rd Party products

Use Case Examples

  • Analyze sales by customer, salesperson or item
  • Compare sales for a given period with budget, then pull in specific regions, employees or products to better understand the data
  • Calculate commissions - (see our Protect-A-Bed case study)
  • Budget by project code
  • Insert a budget total and let Info-Explorer populate the build-up
  • Compare sales for a customer to their cases in CRM

Latest Articles

Info-Explorer News & Tips
News & Tips - March 2026
This month's tips look at how to delete a style that is no longer needed, and how to view truncated Query Builder errors.
 
Hyper Personalization
Is AI marketing too good to be true?
Fake personas using fake personalization to push false information. Is this really the future of email marketing?
 
Info-Explorer News & Tips
News & Tips - February 2026
This month's tips look at drilling through to Sage 300 screens from a cube, and adding calculations using a Formula Fact.
 

Upcoming Events

TPAC 2026 North America
TPAC 2026 North America

Save the dates, register now, and start planning for the next TPAC North America conference. We'll be there!

When: May 31 - June 2, 2026
Where: Toronto, Canada
Venue: Hyatt Regency

Click through to the official TPAC site for the latest information, or to register.