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TRANSCRIPT
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Copyright 2011 Racing Snail, Inc. Copyright 2011 Racing Snail, Inc. All Rights ReservedAll Rights Reserved 22
Racing Snail Tracker 101Racing Snail Tracker 101
• Set Up for SuccessSet Up for Success
• Ins and Outs of Data EntryIns and Outs of Data Entry
• Getting Value from ReportsGetting Value from Reports
• IPAs – “Agency Omniscience”IPAs – “Agency Omniscience”
• Please, please, please don’t ever do Please, please, please don’t ever do this…this…
How to start the programHow to start the program
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In the W drive you will find the Racing Snail Folder with a 2011 Folder. Open it and you will see all these files.
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Racing Snail 101 Cardinal Racing Snail 101 Cardinal RulesRules
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Set-Up for SuccessSet-Up for Success
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Set-Up for SuccessSet-Up for Success
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Set-Up for SuccessSet-Up for Success
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Set-Up for SuccessSet-Up for Success
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Set-Up for SuccessSet-Up for Success
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Set-Up for SuccessSet-Up for Success
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Set-Up for SuccessSet-Up for Success• Goals Set UpGoals Set Up
– Staff GoalsStaff Goals– Office GoalsOffice Goals
Not
Here
Click Here
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Set-Up for SuccessSet-Up for Success• Goals Set UpGoals Set Up
– Staff GoalsStaff Goals– Office GoalsOffice Goals
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Ins and Outs of Data EntryIns and Outs of Data Entry• Drop Downs Drop Downs • Source/Detailed SourceSource/Detailed Source• Email/PrintEmail/Print
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Ins and Outs of Data EntryIns and Outs of Data Entry• FiltersFilters
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Ins and Outs of Data EntryIns and Outs of Data Entry• Power of the FiltersPower of the Filters
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Getting Value From ReportsGetting Value From Reports• Hiding and unhiding rows (Racing Snail 201)Hiding and unhiding rows (Racing Snail 201)
• Remote ReportingRemote Reporting
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Getting Value From ReportsGetting Value From Reports• A chart is worth a thousand words (and thousands of dollars A chart is worth a thousand words (and thousands of dollars
in business intelligence)in business intelligence)
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Temp Sale EntryTemp Sale Entry
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Temp Sale EntryTemp Sale Entry
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Temp Sale EntryTemp Sale Entry
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Temp Sale EntryTemp Sale Entry
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Temp Sale EntryTemp Sale Entry
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Temp Sale EntryTemp Sale Entry
Temp Sale EntryTemp Sale Entry
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Temp Sale EntryTemp Sale Entry
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Temp Sale EntryTemp Sale Entry
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”• Tracking the dataTracking the data
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”
OROR
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”• Analyzing the dataAnalyzing the data
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”• Analyzing the dataAnalyzing the data
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IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”
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Please, please, please don’t ever Please, please, please don’t ever do this…and a couple other thingsdo this…and a couple other things
• Excel and multiple users – saving copiesExcel and multiple users – saving copies
• Moving dataMoving data
• Cutting/Pasting/DraggingCutting/Pasting/Dragging
• Rearranging Staff EntriesRearranging Staff Entries
• Changing custom entries mid-yearChanging custom entries mid-year
• Recovering a corrupt fileRecovering a corrupt file
• What’s a FixIt File?What’s a FixIt File?
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Contact InformationContact Information• General Information and DownloadsGeneral Information and Downloads
– www.RacingSnailinc.com
• Sales & ConsultingSales & Consulting– Jerome CarlileJerome Carlile
• [email protected]• 480-201-8457480-201-8457
• AccountingAccounting• [email protected]
• Tech SupportTech Support• [email protected]