Business Analysis System Overview

Description

• Go beyond reporting.

• Identify trends.

• Summarise operations.

• Take action and improve outcomes.

• Customised reporting has limitations and is a “fixed view”.

• Demand for improved sales reporting is growing.

• Provide your team ERP style KPIs and interactive analysis.

• Improve key account management opportunities.

• Works “out-of-box” with standard sales Dashboards.

• Provides a set of seven interactive Dashboards.

• Operates standalone “disconnected” from WMS.

Detail Steps

Dashboards Review

• The dashboard shows a summary of sales performance.

• Products outlines summary sales by categories (custom lists).

• Customers summarise sales by customer and region.

• Sales Comparison allows a selected period to be compared with previous periods.

• Purchasing outlines goods inward quantities, and lead-times.

• User Reports allows a customer to export data to excel for further analysis.

Operational Summary

• Top Salespeople creating a leaderboard by overall, territory or product group.

• Track sales trends by virtual WHS location or Geographical location.

• Compare a salespersons year to year performance.

• Verify margins trends over a fiscal year.

• Identify and explain unusual seasonal trends from year to year.

Product Analysis

• Identify Top products, create a leaderboard by overall, territory or product group.

• Which products are outside typical margin averages?

• How are overall margins trending by product group?

• What products do most customers buy?

• What products sell best in a region or territory?

Customer Analysis

• Identify Top 10 sales accounts with ranking creating a leaderboard by overall, territory or product group sales.

• Which particular warehouse serves customers?

• How are overall margins trending by customer group?

• Is my sales team covering their respective territories or overlapping?

• What are my best accounts in a region or territory?

• How do my regional sales compare to metro sales?

Sales Comparison

• Have margins increased for a selected product group?

• How do sales this year compare to the same time last year?

• Which product or products group have the greatest variance from last year, or at this time last year?

• How are salespeople performing compared to last year?

• Which products have had the biggest increase in sales from last year?

Purchasing Analysis

• Who is our top supplier by the value of purchased goods?

• What is the average purchase order to delivery time?

• What is the frequency of purchasing for a selected product line?

• Our average lead times increasing or falling for our suppliers?

• What % of our products are received within 14 days?

• How do my top suppliers compare by lead time?

Related Information

Please contact Datapel Sales for pricing and further information.