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QuickBooksCustomer
DynaTraQ
Dynamic Tracking of Sales Values Versus Annual Plan and Adjusted Forecast
How do YOU improve sales in these challenging times?
Define
and
Track
DEFINE expectations in an annual forecast.
TRACK actual results against that forecast, since understanding where you have been can help you get to where you expect to go.
$uccessful $ales Managers
QuickBooks Companies
New DynamicPower
DEFINE & TRACK & INCREASE SALES
Take Action Steps that lead to increased sales—
DISCOVER exceptionalDISCOVER exceptionalperforming items andperforming items and
sales reps—capitalize bysales reps—capitalize byduplicating causal factorsduplicating causal factors
IDENTIFY under-performingIDENTIFY under-performingitems and sales reps—takeitems and sales reps—take
correctivecorrective actions!actions!
Sales Managers in companies using QuickBooks can now
Be PROACTIVE not Reactive
• Track sales data dynamically
• Unlock the treasure of sales data stored in QuickBooks
• Know yesterday’s results today before calling your Sales Reps
Current data:
Power in Marketing
The Sales Manager’s key to success
• Enhance decision-making capabilities of sales management
• Transform sales values into business intelligence.
• Check current status—are you on track to meet forecast expectations?
Now withDynaTraQ
Multi-level Reporting Capability
IncreaseProfitability
Efficiency and EffectivenessEfficiency and EffectivenessCondition: Daily update of sales activity values increases---
Key VarianceValues
ComparisonsComparisons
Actual versus Annual Plan
This Year Actual versus Last Year Actual
Actual versus Adjusted Forecast
KnowledgeIs Power
Multiple DimensionsMultiple Dimensions
k
By Item/By Item Group
By Sales Rep/By Sales Region
By Customer/By Customer Group
By Vendor/By Vendor Group
By Year—2008
2009
2010
By Quarter—Q1Q2Q3Q4
By Month—J F MA M JJ A S
O N D
It works forYOU
How it WorksHow it Works
Extraction of QuickBooks data automatically
Generation of Annual Plan as percent of previous year
Modification of Adjusted Forecast that combines actual year-to-date values with Annual Plan for remainder of year or adjustments made based on changing conditions
RecommendationBased on Customized Formulas
DynaTraQ Purchase Order Guide
Utilizes: Quantity On Hand Inventory
+ Quantity On Purchase Orders
- Quantity On Sales Orders
- Adjusted Quantity Forecast
To calculate recommended purchase orders based on customized methodology.
Utilize the Adjusted Forecast to increaseInventory management effectiveness
Decision TimeRespond quickly
Now is the TimeNow is the Time
k
Keith Wilhoit8116 Fairmount Ave
Downers Grove IL 60516Phone 630-926-6868
www.dataanalytix.net
