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Business Analysis System Overview

Business Analysis System Overview

Updated over a year ago

Description

With DatapeliQ, get the right answers...

  • Go beyond reporting.

  • Identify trends.

  • Summarise operations.

  • Take action and improve outcomes.

Why adopt the DatapeliQAddOn?

  • 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.

DatapeliQis for WMS Professional and Enterprise.

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

  • Provides a set of seven interactive Dashboards.

  • Operates standalone “disconnected” from WMS.

Note

Please contact Datapel Sales for pricing and further information.

Detail Steps

Dashboards Review

Welcome Panel

  • 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

Dashboard Panel

  • 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

Product-centric Business Decision Drivers

  • 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

Customer-centric Business Decision Drivers

  • 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

Trend based Business Decision Drivers

  • 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

Supply-centric Business Decision Drivers

  • 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.

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