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QuickBooks Customer

DynaTraQ. Dynamic Tracking of Sales Values Versus Annual Plan and Adjusted Forecast. QuickBooks Customer. How do YOU improve sales in these challenging times?. $uccessful $ales Managers. Define and Track. DEFINE expectations in an annual forecast.

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QuickBooks Customer

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  1. DynaTraQ Dynamic Tracking of Sales Values Versus Annual Plan and Adjusted Forecast QuickBooks Customer

  2. How do YOU improve sales in these challenging times?

  3. $uccessful $ales Managers 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.

  4. Sales Managers in companies using QuickBooks can now QuickBooks Companies New Dynamic Power DEFINE & TRACK & INCREASE SALES Take Action Steps that lead to increased sales— IDENTIFY under-performing items and sales reps—take correctiveactions! DISCOVER exceptional performing items and sales reps—capitalize by duplicating causal factors Be PROACTIVE not Reactive

  5. The Sales Manager’s key to success • 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

  6. Multi-level Reporting Capability • 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 with DynaTraQ

  7. Efficiency and Effectiveness Condition: Daily update of sales activity values increases--- Increase Profitability

  8. Comparisons Actual versus Annual Plan Key Variance Values Actual versus Adjusted Forecast This Year Actual versus Last Year Actual

  9. Multiple Dimensions • By Item/By Item Group Knowledge Is Power • By Sales Rep/By Sales Region • By Customer/By Customer Group • By Vendor/By Vendor Group By Year—2008 2009 2010 By Quarter—Q1 Q2 Q3 Q4 By Month—J F M A M J J A S O N D k

  10. How it Works • Extraction of QuickBooksdata automatically It works for YOU • 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

  11. DynaTraQ Purchase Order Guide Utilize the Adjusted Forecast to increase Inventory management effectiveness Recommendation Based on Customized Formulas 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.

  12. Now is the Time Decision Time Respond quickly k

  13. Keith Wilhoit 8116 Fairmount AveDowners Grove IL 60516 Phone 630-926-6868 keithwilhoit@sbcglobal.net www.dataanalytix.net

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