Features: In Depth
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| Performance Analysis |
| Evaluate Overall Performance |
Get up-to-date snapshots of company performance with the interactive Sales Performance Analyzer dashboards. You’ll know exactly how your sales and products stand at any time.
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| Deeper Business Insights |
Quickly see exactly which customers and products have the greatest impact on profitability — giving you the ability to laser-focus on top performers and to implement actions to make marginal products and customers better. |
| Multiple Filter Views |
You can filter customers and products by custom date ranges, gross margin, gross margin %, gross sales revenue, average days to pay and weighted business impact — there are over nine different views of your company performance.
The weighted business impact view lets you select the importance to your business of sales, margin and days to pay, and then combines them together on a proportional calculation basis to see how your customers and products rank on these aspects. |
| Custom Reporting |
| Get the Exact Report You Need |
The Custom Report Builder lets you create the exact reports you need. Sales and profitability data in QuickBooks Enterprise Solutions is readily accessible through easy-to-use visual tools, so you have the data you need to create your custom report. Once built, your custom report in Business Analysis ES is automatically updated each time, so you don't have to re-create it — saving you time and effort.
Data currently available in the builder focuses on Sales and Profitability information but, as a web-based application, Business Analysis ES will be frequently and continually improved so you can access more data from Enterprise Solutions. |
| Drag-and-Drop Utilities |
Powerful and simple drag-and-drop tools let you visually create custom reports in minutes — now you can spend more time analyzing your data and improving business performance instead of hours on manual report-creation. |
| Analyze Data the Way You Want |
The Custom Report Builder is a spreadsheet-like tool that provides near-real-time access to data to create detailed table reports complete with a full range of sorting, summing and charting. |
| Save and Share Custom Reports |
You can even easily modify, save and share these reports with others in your company — without having to email around complex spreadsheets. |
| Ready-To-Use Reports |
| Price Levels By Customer |
Shows you the default price levels for your customers. |
| Item Sales Summary by Month |
Shows you how item sales perform currently and over time. |
| Item Sales Summary by Sales Rep |
Shows you how your sales reps are performing. |
