Tag Archives: analysis tool

Tip #1702 – Organizing Your Agency Workflow to Accommodate all the Various Manufacturers

Organizing Your Agency Workflow to Accommodate all the Various Manufacturer Forms One of the many challenges sales agencies face is dealing with the many forms and documents received from each of the manufacturers that the agency represents. Whether a document … Continue reading

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Tip #1701 – Using the dynaMACS System Information Setup Screen to Pre-Select Reporting Options

Using the dynaMACS System Information Setup Screen to Pre-Select Reporting Options In dynaMACS you can set defaults for some of the reporting options which will save you time by eliminating the need to set them each time you run a … Continue reading

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Tip #1611 – Using Sales IQ and Google Maps to Help Plan for a Sales Manager Visit

Using Sales IQ and Google Maps to Help Plan for a Sales Manager Visit. dynaMACS Sales IQ has a unique feature that can map the customers you want to visit with Google Maps.  The example below will show you how … Continue reading

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Tip #1610 – Understanding the Symbols and Codes on a dynaMACS Sales Analysis Report

Understanding the Symbols and Codes on a dynaMACS Sales Analysis Report When reviewing your dynaMACS Sales Analysis reports there are two symbols to look for that will easily identify customers with first time sales as well as customers with no … Continue reading

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Who are the highest volume customers in each sales territory?

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What are the average commission rates for each manufacturer this year versus last year?

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How is my agency performing with each manufacturer…excluding new and lost lines?

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How is my agency performing with each manufacturer?

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