The Blog
Articles and podcasts on business intelligence, management metrics, cash flow, inventory management and retail.
3 Claude prompts every finance manager needs for day-to-day work
Three ready-to-use Claude prompts for a finance manager's day-to-day work: budget variance analysis, a management summary and data control, with background for working properly.
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AI in the world of finance: what the KPMG and Anthropic partnership teaches us
KPMG announced a partnership with Anthropic and a rollout of Claude among hundreds of thousands of employees. What it means for knowledge management in organizations, and which risks to consider.
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Sales metrics for managers: Renewal, Upsell and Basket
Why isn't a revenue metric enough for a sales manager? Three metrics, Renewal, Upsell and Basket, that change sales management, and who did not renew a service and why.
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Business intelligence for Amazon sellers: from Amazon data to real profit
Amazon reports show sales and revenue, but not always real profit. How to combine sales, cost and inventory data to calculate net profit for an Amazon seller.
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Value that can't be measured: managing volunteering and a business
A podcast episode with Nurit Tziner on creating value that has no direct measurable result: value that comes from volunteering, and its connection to running a business.
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A personal productivity journal: an app for focus and progress
A personal productivity journal for people who work hard and want to see progress: who it is for, why it matters and what its advantages are.
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Managing thousands of items in a retail chain without getting lost
Items that constantly change create duplicate records and inconsistent categories. How to manage thousands of items in a retail chain and truly analyze what sells.
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The daily mentor for finance professionals: Excel, Power BI and AI
10 daily minutes of focused learning for finance professionals: practical tips in Excel, Power BI and AI applications, in Hebrew and English.
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Business intelligence for service centers and body shops
For service centers and garages, the difference between profitability and survival depends on the ability to analyze data. Which metrics are worth measuring and how business intelligence helps make decisions.
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Business endurance: how to build a business that knows how to get back up after setbacks
What business endurance is, how a business functions when things are hard, and what helps build it. A summary of a conversation from the Finance & Data podcast with Nurit Tziner.
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Simple daily reports for business management: 10 minutes that save money
Simple daily reports that give an accurate picture: an exceptional-profitability report, a critical-inventory report and a daily cash-flow report, set up in minutes.
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How to plan an effective dashboard in the world of manufacturing
A podcast episode with Rita Feinstein, Power BI MVP: how to design reports and dashboards that are both beautiful and effective for operations, and what about manufacturing output metrics.
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The Moody's rating index and its impact on the economy
What the Moody's rating agency index is, why a downgrade is a challenge for the economy, and the possible impact on financial cost.
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Goal management in business: when is it necessary?
The importance of ongoing goal management in a business and when it is right to start: a summary of a podcast episode with Anastasia Ben Avi, a CPA and manager in the finance department of a municipal company.
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Budget vs. actual in the organization: practical recommendations for budget management
Practical recommendations for organizations to improve budget management: dedicated systems, business intelligence integration, a budget-supportive organizational culture, and an example of budget improvement.
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A spice for financial growth: finance and spiritual foundations
A Finance & Data podcast episode with Anastasia Ben Avi on the connection between the world of financial management and the spiritual world, and the importance of looking at it for financial success.
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A Finance & Data podcast with Yuval Benishti
Yuval Benishti, CFO, guests on the Finance & Data podcast and shares technological solutions he implements in managing finance operations.
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They wrote about us in the newspaper
A newspaper article about the business activity of Bit-Smart and Anna Gurevich.
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The Data BaPita podcast: transitioning to data analyst
A Data BaPita podcast episode about a professional transition into the data analyst field, with Rita Feinstein and Anna Gurevich on the path from CPA to implementing business intelligence solutions.
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A dashboard for income-producing real estate managers: the important metrics
Which metrics income-producing real estate managers manage: average rent per square meter, occupancy, collections and agreements, and how to build a management dashboard from them.
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Defining dashboard metrics: an example for an attractions and cruises company
An example of defining metrics and requirements for the dashboard of a company that sells attractions, cruises and lodging: visitors by attraction and season, for improving processes and decision-making.
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Cost reduction and increasing profitability in retail
Directions for reducing costs and increasing profitability in retail: rent, manpower, inventory and storage, logistics and the order chain.
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Supply metrics in an organization: streamlining and improving customer service
Why managing supply metrics is essential for an organization: saving time and costs, improving customer service and efficient inventory management.
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Cash flow in business intelligence: metrics and data for the dashboard
Which metrics and data to prepare for a cash-flow dashboard in business intelligence. Examples on the receipts side: revenue forecast, potential leads and customer aging.
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Daily sales pace vs. target: a progress metric for branches
Why it is worth managing a daily sales-progress-pace metric against target at the branch level: quick response to changes and engagement of branch managers.
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How much does each customer who walks in cost? Calculating customer and working-hour cost
How much does a working day, a working hour and a customer who walks in cost? How to calculate cost even without advanced information systems and large resources.
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Business intelligence implementation: a management strategy, not an off-the-shelf product
Implementing a business intelligence system is not a one-time task. Why it is part of business strategy and organizational culture, and how it differs from buying an off-the-shelf product.
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Purchase recommendation reports: automating orders and inventory
Reports for organizations that manage inventory: automating alerts and order-quantity recommendations, and the adjustments worth taking into account when calculating the recommendation.
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Purchasing and inventory alert reports: which metrics to take into account
Reports that warn of a need to purchase and help decide on an order from a supplier: metrics such as inventory balance, open orders and average sales.
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