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Selling Sales Analysis

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Uses Brio Query for pivot inquiries. Sample. Crystal Report. Sample Brio Query. How to Purchase. Contact your ACCPAC Dealer or Installer ... – PowerPoint PPT presentation

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Title: Selling Sales Analysis


1
Selling Sales Analysis
  • Unisoft Development Co.
  • The Operational Specialists
  • Inventory, Sales and Purchasing

2
This Presentation
  • What is Sales Analysis?
  • Why buy more software?
  • Your choices
  • UniSalesAnalysis
  • How to purchase
  • Other UniDevCo products

3
What is Sales Analysis?
  • Look at Sales Data
  • Sort, sift, select, re-arrange, correlate
  • Compare weeks/months/quarters/years
  • Compare budget to actual
  • Measure Performance (salesperson, customer, item,
    category, )

4
Performance Measuring and Sorting
5
What is Sales Analysis?
  • Find trends and patterns
  • Calculate commissions
  • Decide what to purchase next Just In Time (JIT)
    Inventory
  • Audit Sales Margins
  • Data Mining digging in data rich source

6
Data Mining
Reports Inquiries Audit Forecasts Budget
Analysis Commissions
Sales Analysis Data
7
Why buy more software?
  • Speed up daily processing by reducing the size of
    operational files
  • Simplify inquiry reporting
  • Security on access and costs/margins
  • Consolidate (summarize) detail speed up reports
  • Edit commission data after invoice posting

8
WithoutSales AnalysisWith
9
Why buy more software?
  • Analysis on hard to get data like item segment,
    fiscal quarter, salesperson
  • Gather sales data into one place
  • Sales Budgets (forecasts)
  • Convert ACCPAC Plus Data
  • Import sales data from external source
  • Offload Sales reporting from GL to Sales Analysis
    sub ledger

10
Sales Analysis Database
11
Your choices
  • No new software use existing programs
  • ACCPAC Options Sales Analysis
  • UniOEInquiry and UniCrystalLauncher
  • UniSalesAnalysis

12
Sales Analysis Comparison 1 of 3
13
Sales Analysis Comparison 2 of 3
14
Sales Analysis Comparison 3 of 3
Using UniItemInq
EOE
15
UniSalesAnalysis Desktop
16
UniSalesAnalysis - Data
  • Converts from ACCPAC Plus AI or Softrak
  • Gets data from OE, IC, AR, Superclerk, Service
    Manager, D-Bit Billing
  • Initializes from Current data
  • Same data model as ACCPAC Plus Builds a new file

17
Data Conversion and Retrieval
18
UniSalesAnalysis - Features
  • Super Fast - User defined inquiries, sorts and
    selects from a new file
  • Multi Level User Defined Budgets
  • Full OE Invoice and CN Inquiry and Reprint
  • Full AR Document Inquiry and Reprint
  • Single Salesperson Code per Record
  • Optional Edits
  • Clear and/or Consolidate Details

19
Invoice Inquiry
Budgets
20
Inquiry Report Engine
21
UniSalesAnalysis - Reports
  • Uses industry leading Crystal Reports
  • Uses UniDevCos Inquiry and Report Engine to
    maintain list of reports and to enter parameters
  • Easy to print or export the results of a query
    window without using Crystal
  • Uses Brio Query for pivot inquiries

22
SampleCrystal Report
23
Sample Brio Query
24
How to Purchase
  • Contact your ACCPAC Dealer or Installer
  • Contact UniDevCo for the dealer nearest you
  • Phone 604-926-3398
  • Fax 604-926-3477
  • info_at_unidevco.com
  • Upgrade and Competitive Upgrade pricing available
  • Get a demo from www.unidevco.com

25
Other UniDevCo Products
  • UniInquiries Suite Item Inquiry, Order Entry
    Inquiry, Purchase Order Inquiry
  • UniStockCard Previous months inventory count
    and valuation with summary
  • UniSerials Serial/Lot Number control and more
  • UniOEPurge delete completed sales orders

26
Other UniDevCo Products
  • UniLauncher allows multiple versions of ACCPAC
    for Windows on one system
  • UniCrystalLauncher convenient and easy way to
    launch reports especially custom reports

FREE
FREE
27
About Unisoft
  • Unisoft Development Company Inc UniDevCo
    www.unidevco.com
  • The creators of Inventory Receipts (PO)
  • The designers of Order Entry
  • Operational Specialists OE, IC, PO, SA,
    Serial/Lot
  • 20 ACCPAC add-ins and Products
  • Custom modifications
  • Awards from ACCPAC International
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