Tip #1211 – Using Data Field in Sales IQ to help analyze sales and commissions. . .

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dynaMACS Sales IQ has a unique way of analyzing sales and commissions which allows you to change the data that is displayed in Sales IQ in order to view it several different ways. This tip will show you how to use this data field and also what data fields are displayed for each Data Type option.

Using the Data Type Field

In the following example we show data for Sales and RepSplits listed by sales rep as of October 2012. This allows you to examine sales by each sales rep and what commissions have been paid to each sales rep.

  1. From the dynaMACS main screen, select the Sales IQ button.
  2. Select Sales + RepSplits from the Data drop box list.
  3. Select October from the As-of drop box list.
  4. Select the Sales Reps tab.
  5. >The columns in blue represent sales numbers for each sales rep.
  6. The columns in green represent commissions paid for each sales rep.SIQ Home

Data Type Descriptions

The following chart explains each Data type available and what will be displayed on the Sales IQ screen when selected.

Data_Spreadsheet

Case Study: Northcoast Sales Agency

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“We have instant access to data from anywhere, on any device: laptop, iPad, smartphone. dynaMACS is unbelievably different from the old software.”

Jeff Van Winkle, Principal
Northcoast Sales Agency

Northcoast_Sales_Agency_LogoClient Challenge

The search for new agency software came about for a simple reason: Northcoast Sales Agency needed better reporting. Sales reps needed up-to-date information that they could easily access while on the road. When talking to colleagues across the country about dynaMACS, Jeff Van Winkle, Principal for Northcoast Sales, says the feedback was extremely positive. So the agency switched from RPMS to dynaMACS.

Northcoast_Sales_Agency_StatisticsdynaMACS Solution

By making the change, the agency got much more than better reporting. Northcoast now has the latest, most advanced technology, with dynaMACS cloud processing and eSi electronic data transfer.

From the cloud, the entire team can now access real-time data from anywhere, anytime on smart devices. “We all have instant access to data from anywhere. I pull up reports on my iPad when I’m traveling, or from my computer at home. The access to real-time information is incredible.”

The entire team can review reports on customers, manufacturers and sales reps. Any time sales or commission information is updated at the agency, it is updated instantly on the cloud. All office locations and every sales rep can get real-time data at any given moment – no downloading of files or updates needed.

Another powerful dynaMACS’ feature that Northcoast selected is eSi. Commission reports and other sales data is received and updated electronically. Manual data entry of large reports from individual factories is a thing of the past. Reports are standardized across manufacturers and data is imported with a few mouse clicks in minutes.

Combining the speed of eSi and the anywhere-access of cloud processing, Northcoast Sales is equipped with the most efficient method for managing sales and commission data process, from receipt of raw commission statements through reporting and rep distribution.