IMFSOne

Analysis and Reporting
Turn Data into Decisions

IMFS One transforms your raw data into actionable insights. With customizable dashboards, custom reports and interactive visualizations, you have total control over your business.

From simple KPIs to advanced predictive analytics, IMFS One is your business intelligence partner. Whether you're a CEO, manager or analyst, you have the tools for clear decisions based on data, not intuition.

Explore the Data

Custom Dashboards

Dashboards are visual control pages that aggregate your critical data in one place. Every user can create their own dashboard, adapted to their role and needs.

Commercial Director

Sales

Monthly sales, pipeline, conversion, top agents

Enforcement Manager

Files

New files, expirations, collections, leakages

Accountant

Finance

Unpaid invoices, collections, payments, balances

Manager / CEO

Campaigns & Projects

Progress, KPIs, ROI, Risks, Budget

What you can see on a Dashboard

Key numbers (KPI)Total amounts, counters, percentages
Line chartsTime series, evolution over time
Bar chartsCategory comparison
Pie chartsPercentage distributions
Data tablesDetailed list with filters and sorting
FunnelsConversion stages

Predefined Reports

Ready out-of-the-box to give you immediate perspectives.

Period salesTotal sales, per agent, per product
Collections evolutionCash flow, collected/uncollected invoices
Client analysisActive clients, expenses, lifetime value
Agent performanceSales, conversion, activity
Stocks and inventoryStock value, movements, expirations
Enforcements & CARFiles, balances, expirations, deadlines

Custom Reports (Builder)

Create complex reports in a few exact clicks for your needs.

Field selectionChoose exactly what columns you want to see from any entity.
Multiple filtersFilter by status, date, value, user, etc.
GroupingAggregation by category, region, period.
Sorting & CalculationsTotal, average, min, max, count. Logical ordering.
Export & SharingThe saved report becomes available to anyone in the team.

Advanced Analysis and Business Intelligence

Explore data through drill-down, make historical projections and identify anomalies through prescriptive analysis engines fully integrated into the platform.

Predictive Analysis

  • Trend analysis: Identify the future direction of operational changes.
  • Forecasting: Calculate clear forecasts based on absolute historical data.
  • Anomaly detection: Instantly detect and signal non-compliant metrics.

Prescriptive Analysis

  • Active Recommendations: The platform suggests actions (e.g. "Client with imminent churn risk").
  • Guided Decisions: Indicators clearly show you where to act for maximum impact.
  • Optimization: Correct inefficient routes based on calculated probability scores.

Diagnostic Analysis

  • Root Cause Analysis: Why did a certain budget overrun or syncope occur?
  • Data Correlation: Find out what external factors influenced the evolution of a certain indicator.
  • Problem Isolation: Section huge data sets to find the specific problem.

Advanced Reporting Architecture

Dynamic FiltersUpdated Real-Time on any temporal refresh
Drill-DownClick on any chart for micro-details
ComparisonGranular YoY analysis (Current vs Previous year)
Total ExportImmediate generation in .xlsx, .pdf, .csv, and docs
Active AlertsAutomatic messages when any KPI threshold is exceeded
Data Warehouses (DWH)Impeccable aggregation from multiple databases

Report Route Automation

Stop manually generating recurring reports. Schedule them to be sent automatically to decision-makers directly via email, completely eliminating operational overhead.

Choose the period and occurrence of execution independently for each report (daily, weekly, monthly, quarterly, annual). The system will send formalized emails with the data sources (Excel, PDF) ready attached, alongside a secure access link.

Sequence and Logic of an Automated Flow

  • Scheduled Trigger: On the 1st of each month, the generation of the "Monthly Sales" master report is automatically initiated.
  • Strict Dynamic Filtering: The system logic takes the time context and applies the pre-set filter (e.g. "date_from: previous_month") for absolute calculation accuracy.
  • Formal Packaging: The platform exports charts and table rows, encoding them into immutable final documents (.PDF) but also flexible for manipulation (.XLSX).
  • Secure Multi-Channel Distribution: The notification system processes the list of associated recipients and downloads data to the email server using encrypted sending protocols.
  • Archiving and Traceability (Audit): The generated report is permanently persisted in the company's Data Room at a predefined route, unable to be subsequently altered.

Impact on Business

Data-driven decisions

Fewer subjective intuitions, far more certain facts.

Total visibility

See absolutely all business centralized in one place.

Identifying opportunities

Discover trends and hidden problems before they become critical.

Operational efficiency

Automatically scheduled reports, zero time wasted extracting data in Excel.

Unique transparency

Everyone in the company sees the same "Single Source of Truth".

Compliance

Complete audit trail, perfectly traceable history for legislative regulations.

Accessible analytics. Your data is already there.You just have to ask the right question.

Most companies have valuable data in CRM, ERP, and accounting. The problem is nobody accesses it — because you need to know SQL or wait for a report from IT. The information exists, but it's locked in a silo.

IMFS opens the silo. With NLQ, any manager can ask: "What are the 10 most profitable projects from the last year?" and get a chart in 5 seconds. With custom dashboards, each department builds its perfect visualization.

And AI goes further: it doesn't just answer questions, it suggests what questions you should ask. "Did you know churn increased 15% this month?" or "Clients in segment X buy 3 times more than average."

How it fits in the ecosystem

Value grows when it becomes part of a flow. This is where an enterprise product separates from a simple page. We don't just describe isolated functions, but how this module fluently propels the IMFS architecture.

BPF Workflow

1

Open Analytics from any module

2

Ask in plain language or use Query Builder

3

View results (charts, tables, KPIs)

4

Save as a widget on the personal dashboard

5

Set up automated reports (schedule email)

6

Let AI send you proactive insights

Native Components

Not a separate BI — natively integrated

You don't need to connect external Power BI or Tableau. IMFS analytics reads directly from all modules' databases. Zero ETL, zero syncing.

From data to decisions in 10 seconds

Ask in plain language → AI translates to query → data gets extracted cross-module → chart appears. The whole process takes under 10 seconds.

Built for business people

NLQ means anyone can query data. No SQL, Python, or dedicated analyst needed. Manager, accountant, director — all get instant answers.

Key capabilities

A good module is not just beautiful. It is deep, coherent and connected to the rest of the system.

Natural Language Queries (NLQ)

Write the question naturally: "How much did we sell in Q1?". The AI translates into a query and returns the chart.

Visual Query Builder

For power users: visually select tables, filters, groupings. Live preview of results. Save favorite queries.

Multi-DB Analytics

Query data from all modules: CRM + ERP + Accounting + HR. Correlate sales with expenses, leads with campaigns.

Custom Dashboards

Build drag-and-drop dashboards: lines, bars, pies, KPI cards. Every department gets its perfect view.

AI Forecast & Predictions

AI analyzes trends in data and makes predictions: next 3 months sales, estimated cash flow, churn probability.

Scheduled Reports

Automate reports: "send P&L via email every Monday at 8:00 AM". PDF or Excel, with charts, right to inbox.

PDF / Excel Export

Any report or dashboard exports in a click to PDF (with charts) or Excel (with formulas).

Trend Analysis

Automatic comparisons: current vs previous month, YoY. Detect anomalies and highlight significant shifts.

Proactive AI Insights

AI doesn't wait for questions. It analyzes data and highlights insights: "Sales grew 23% this month".