January 29, 2009

Salesrep Budgets How close a salesrep is to their budget is display under the Financial Manager section, Forecast and Funnel, Sales Budgets.  A sample graph is to the right.  The gauge shows the budget and how close they are to meeting their budget.  For example, the sales budget for the month 14000 and this has already sold 40 percent of their budget.  Budgets can be set for each rep and also for each category of inventory. View the tutorial for setting up budgets
Financial Ratios The common financial ratios are now easily calculated and displayed in the Financial Manager section. Select Snapshots and Ratio Analysis.  View the tutorial on financial ratios for more information. You must first setup the general ledger number ranges for calculating the ratios.
Sales Opportunities, Sales Forecast, Lead Tracking, Sales Funnel Complete tracking of the sales process from opportunity to close is now available in the sales prospecting section.  This includes lead history, closing rates, profitability of each type of lead. The step of the sales process for each opportunity is displayed and graphed.  The opportunity information is used to create the sales funnel chart. View the tutorial from your program.

Accounts Payable

Search for a voucher by the payable amount.

Service

Filter added to the display car stock and restock screens.  You can now filter for the specific item instead of scrolling for it.

Sales Prospecting

Display prospect now has a tab for forecast.  Enter opportunities and move them along your sales pipeline.

Opportunity menu added to the sales prospecting section to entering opportunities, managing opportunities, and analyzing them.

Financial Manager

New analysis reports and graphs have been added to the financial manager section.

Top/Bottom Customers.  Now has an option to calculate on profit as well as sales.

Obsolete Inventory.  Determine items which have not sold.  These can then be moved to a new obsolete category.  General ledger entries are made to "write off" the inventory to your financial statements.

Top/Bottom Inventory.  Find your top or bottom inventory in terms of sales, count, or profitability.  This can be done for number (best selling in terms of quantity), sales amount, or profitability.

Ratio Analysis.  Common financial ratios are calculated and displayed on a dashboard.  Historical values for these ratios can also be displayed for the previous 24 months to help identify trends.  There is some setup involved in this process.

Forecast Sales.  Display a forecast of the pending sales for the next 3 months.  This is done by count and estimated revenue.

Lead Analysis.  Analyze your lead sources for profitability, conversion rate, and count.  Determine if a lead source (such as yellow pages, golf tournaments, etc) is profitable.

Sales Budgets.  Dashboard of sales budgets and where how close the rep is to making their budget.  Budgets can be set for total sales and/or by category for each rep.

Returning customers.  This report gives you customers who made a purchase in a given date range where the last purchase was in a different date range.

Sales graph snapshot.  Gives a graph and details of total sales, by rep, by category, and by rep/category for each of the previous 24 months.

Cost graph snapshot.  Gives a graph and details of total costs, by rep, by category, and by rep/category each month for the previous 24 months.

Profit graph snapshot.  Same as above but for profit.

Inventory Analysis.  Shows inventory usage for a date range by category detailing price, cost, and profit.

Service Manager

New analysis and graphs have been added to the service manager section.

Tech call analysis.  Shows calls, partial completes, call backs, average repair, average travel, average miles per day for techs in a given date range.  This can be graphed as well.  Double click on the column heading to graph that one column.

Machines with no service.  All machines that have not had a service call since a given date.

Excessive Calls. Machines that have had more than the give service calls in the given date range.  For example, all machines that have had 4 calls in the last 35 days.

Create Survey List.  Send an email survey to customers that have had a service call in the date range.  The email survey is created as an email template in the sales prospecting section.

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