business intelligence...works best with an auto-reminder to tell the right people exactly what they...

BUSINESSINTELLIGENCE

SMART BUSINESSDECISIONS

SalesAnalysis

Reports

Quote Conversion

DynamicSales Analysis

Procurement Forecast Report

Want to find out more? Get in touch with us at : [email protected]

Our goal is to help you; optimise and auto-mate processes like this.

Some of the benefits:• Better quality data• Data and reports more accessible • Faster, automated communications• A lot of time saved in your business

INTRODUCTION

The World is changing very fast and it is important to have automated tools to help you.

We are living in a rapidly changing world where businesses are facing:

• More data: There is more and more data everywhere in organisations stored in the cloud, on-premise and in excel sheets. It is really important to have a single system to manage these things if you going to enable world-class decisions for your users..

• Faster pace: increasing pace of business due to technology, everything is expected faster, forecasting budgeting needs to be done faster as well.

• Changing roles: Before sales, procurement, finance, planning and budgeting teams were “historians” where they were just looking backwards in time; what was happening in the past spending a lot less time on what we think the future is looking like, forecast, annual budget or even multi-year planning. These roles have changed to real-time analysts now that we have more software and systems, but the expectations are becoming even higher. Professionals should be futurist as they should be people that constantly can modify plans, update goals, and able to provide that information back to the company.

Spreadsheet challengesMany businesses are typical spreadsheet jugglers where almost everything in the planning process is done in a time-consuming and manual manner.

TEMPLATE DISTRIBUTION

DATA LOADING

BOARD PRESENTATION

REVIEW & APPROVE

ENTRY


LIVE DASHBOARDS

Designed to summarize key performance indicators

You can have access to live business data on any screen using the AutoM8 BI application, with the option of logging into your system.

Designed with Intelligent functionality so you can make the most of your reports

• Scheduled tab revolving

• Scheduled refreshment period

• Multiple data sources


SALES ANALYSIS

An informative, easy way to access the standard SAP sales analysis function

• View your results in an easy to understand report. They can be based on orders or invoices, combined or separate.

• Easy date selection

• Filterable data tailored to your needs. A few examples:

- Sales Person

- Geographic area

- Industry type

• Extra, calculated data, which is not necessarily available in SAP


DYNAMIC SALES ANALYSIS

This report provides you a feature to compare the data year on year for a chosen time period.

Here you will be able to see your dynamic, like for like sales report with different visual breakdowns, depending on what you decide to go with:

You can compare:

• Sales amount

• Profit amount

You can further filter the data by:

• Industry type

• Geographical region

• or any other attributes, which are important to you

This can also be connected to the automated activity creation function. It can create an activity and delegate it to the right person if certain performance metrics in the data set are met. There are many more things you can use this for, maybe you just want to send some reminders or you want to have all sales data prepared and sent so everyone’s ready for your monthly meeting.

Example:

If there is an unusual drop in the August sales of a certain customer, you delegate an activity to the account manager for further investigation. Maybe it is a sign that the customer is starting to use another supplier


GOLD POT REPORT

A great way to evaluate the deep end of your existing database

You can search your database using our previously generated lead assessment score and refine the results further by filtering the following:

• Predefined sales area

• BP Type

• Active communication

• Company name

• Card Code

As an extra function, the active communication field will tell you if there has been any activity or correspondence in the last 3 months or any is due in the future.

AutoM8 can find you the “buried treasure” in your database with your own Gold Pot report.

Example:

Is your REP on the road? Why don’t they find an opportunity to visit another customer on the way back, to give him an extra chance to do business?


QUOTE CONVERSION REPORT

How efficient is your sales team in closing potential business leads?

The quote conversion report will give you a full overview of the status and progress of your quotes.

• New business breakdown

• Quote values

• Lead times

• Progression

• Losing reasons

• Conversion figures

Works best with an auto-reminder not only measuring, but helping your team to convert better.


SLOW MOVING STOCK REPORT

Easy recognition of the dead stock in your warehouse(s)

You can determine your slow stock by days on hand, providing you with the total value in just one click.

This can be broken down by the sales employee responsible for them and exactly what the stock is.

Works best with an auto-reminder to tell the right people exactly what they should do to reduce the stock holding of slow moving or dead stock.

Why don’t you connect the report to your ecommerce store to populate them in the special offers section?


You sign an agreement with your customer to hold their stock in your warehouse.

However, after the agreed timeframe, it’s still sitting in your premises. Sounds familiar?Help your cash flow! Reduce your hard earned cash eaten up by sitting stock, just by leveraging the SHA report.

A few examples you can set auto-activities for:

1 To the REP, to get the stock moving

2 To the Sales Director, to get the REP moving

3 To the accountants, to invoice the stock whether it is taken or not

4 To the warehouse, to dump the stock

STOCK HOLDING AGREEMENT REPORT


STOCK TURN

Stock turn report can be a very telling metric on how your business is performing as a whole. This report can show you how fast “your stock turns”;

Using a report like this is about finding the right balance between hav-ing the right amount of stock, being optimal, and not storing the goods for too long. Look at historical stock turn figures to figure out what is the optimal level for your company to be able to serve your customers.


SUPPLIER PERFORMANCE REPORT

How does it feel being told off by your customer because of someone else’s mistake?

The supplier performance report allows you to check your partners against raised service requests, generated by customers related to their products and services.

This will help you mitigate issues more easily, and enables you to leverage your suppliers better.


COST PRICING REPORT

One of the more common ways to increase your profit is to decrease your cost price.

The cost price report is a great help by showing your performance, and enabling you to recognise further saving opportunities.


A complex, sophisticated, yet easy to use, tool to make accurate predictions about your future sales and supply.

This report connects to the SAP MRP report, but gives you more control over what you do with it.

You can see the past 13 weeks sales data and the next 13 weeks forecasts in one table.

In addition, you can see how accurate the last 13 weeks sales forecasts were by checking the comparison data.

For future forecasts, you can have three data sources:

• SAP MRP

• Manual prediction by the REP

• System forecast

Finally, you can see the sales data over the last year for your products. You can have a glance at this chart to see if there is a peak season on the horizon.

The whole report can be filtered by

• BP

• Sales person

• Where the actual customer is by the Pareto principle

• Sold Item

Did you know?

The forecasting system is based on a deep learning AI algorithm, which gives you more and more accurate data as your database grows.

PROCUREMENT FORECASTREPORT & TOOL

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