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Tip #1510 – Newly Enhanced Graphing Features in 2015

dynaMACS has made the graphing capability easier than ever.  We have created an instant graph option and a simpler way of placing the graph in other software.  The following outlines the changes to this feature.

Quick Graph

In dynaMACS 2015 you have the option for a Quick Graph which will directly open up a graph based on the selections in the Sales IQ screen.  This is now the default for the Graph button.

  1.  From the Sales IQ screen, click on the Graph button or the Down Arrow next to the Graph button and then select Quick Graph.
  2. The Graph screen will appear displaying the information based on the selections that were made in the Sales IQ screen.Graph Screen with Note

Graph

You can also use the regular graphing feature to change column headings and the graph title.

1.  From the Sales IQ screen, click on the Down Arrow next to the Graph button and then select Graph.
Graph Button

 

 

 

2. This feature will display the Select Columns to Graph screen where you can change the default column headings for your graph.

Columns to Graph

Graphs Can Now be Easily Copied to Clipboard

Copying the graph has never been easier.  By selecting the Copy to Clipboard button while in the Graph screen the graph will be copied to the clipboard and you can easily paste it into any document.

Sales IQ Graph - Copy to Clipboard

 

Tip #1509 – Using dynaMACS’ Sales IQ to compare Sales and Agency commission for 3 months

This tip will demonstrate a quick way to view and compare your individual monthly sales and agency commission numbers for 3 consecutive months by using the dynaMACS Sales IQ feature.

Example:

In the following example we will show the last three months of sales and agency commission data for all manufacturers as of September 2015.

  1.  With the Manufacturers tab selected in the Sales IQ screen, select Sales + AgyComm (3 Mos) from the Data drop down list.
  2. Select September 2015 in the As-of drop down list.
    SIQ Screen 1
  3. The first three columns display sales and commission data for July 2015.
  4. The second three columns display sales and commission data for August 2015.
  5. The third three columns display sales and commission data for September 2015.
    SIQ Screen 2

Case Study: The Henson Sales Group, Ltd.

 “dynaMACS is sophisticated. It creates operational efficiencies and delivers extremely detailed data.”

Alicia Bucci, Office/Operations Manager
Henson Sales Group Ltd.

HensonSalesGrp_LogoClient Challenge

Henson Sales Group was spending too much time on manual tasks related to sales and commissions data. Many of the agency’s factories pay on Trace (point of sale) reports but the old software had limited capabilities and captured only basic data. The agency needed more: more efficiency, more access and more detailed data, explains Office and Operations Manager Alicia Bucci. It was also important that everyone in the organization have access to current information.

HensonSalesGrp_StatisticsdynaMACS Solution

dynaMACS was implemented on the cloud, which gives everyone access to real-time data anytime, anywhere from most smart devices. When Henson Sales Group began using dynaMACS, the agency noticed extremely advantageous improvements:

*The agency can drill down for details – in hundreds of ways – covering all facets of sales and commission. For example: View customers in a sales rep’s territory ranked in descending order by year-to-date sales. Or, a few clicks deliver a 5-year sales history for any manufacturer or customer.

*Manual data entry tasks that used to take hours are completed in seconds, with a few quick clicks using dynaMACS eSi.

*With dynaMACS Mobile, sales reps have access to the most up-to-date data from any Internet-enabled device.

*Sales reps slice and dice information in the ways that are most useful to them for evaluating their territory.

*Customer meetings are more engaging and productive. Sales reps share reports on lines that are down, and by how much.

*Sales reps are able to see complete details for their territory, but unable to see numbers for other territories.

*To assist with compensation, dynaMACS automatically splits commissions among sales reps.

dynaMACS delivered Henson Sales the functionality needed for efficiency and access to comprehensive data.

Tip #1508 – Did you know about this Simple Way to Get Quarterly Sales Numbers in dynaMACS?

This tip will demonstrate a very simple and quick way to get your quarterly sales numbers by using the dynaMACS Sales IQ feature.

In the following example we will show the last three months of sales data for all manufacturers.

  1.  With the Manufacturers tab selected in the Sales IQ screen, choose 3 Months in the Current Period (CP) drop down list in the Parameters section.
  2. Select September 2015 in the As-of drop down list.
  3. The first column now displays data for the selected 3 month period of Jul-Sep 15 (current year).
  4. The second column displays data for the selected 3 month period of Jul-Sep 14 (prior year).SIQ Screen

Note

Tip #1507 – Using the dynaMACS Sample Database to Experiment with dynaMACS Software without Using Your Live Data

The following tip will show you how to switch to the dynaMACS Sample Database so that you can explore and perform agency activities on a sample database which will not affect your live data.

Switching to the Sample Database

  1.  From the dynaMACS main menu select File>Preferences.

Main Screen

2.   Select Sample from the drop down list in field 1 Database (Main/Sample).

3.   Select the Save button.

User Preferences

You will now have the ability to experiment with all aspects of your dynaMACS software using the sample database while not disturbing your live data.

4.  To return to your main database select File>Preferences from the main dynaMACS screen.

Main Screen

5.  Select Main from the drop down list in field 1 Database (Main/Sample).

6.   Select the Save button.

User Preferences 2

 

Tip #1506 – Using the dynaMACS Manufacturer X-Reference File “Source Code ” to Classify Groups

The Source Code field in the Manufacturer X-Reference file provides dynaMACS users with a powerful reporting tool.  As an example, all customers that buy that “line” through a buying group could be identified using the “Source Code”.  This tip will explain how to accomplish this.

Updating the Manufacturer/Customer Cross-Reference with a Source Code.

  1. From the Manufacturer Viewer screen, highlight the manufacturer.  In this example we have selected the manufacturer Lee Jacob Mfg.
  2. Select the X-Reference tab.
  3. Highlight the Customer.  In this case the customer is Adel’s Dist/Cinci.  If the X-Reference for a particular customer is not set up, you can do so by selecting the Add button.
  4. Select the Edit button.Mfg Viewer
  5. From the Manufacturer/Customer Cross-Reference Maintenance screen select the Binocular button to the right of the Source field.
  6. From the Customer Viewer screen select the Customer.  In the following example we will use the ABC Buying Group.  Double click on this customer.Customer Viewer
  7. You will be back in the Manufacturer/Customer Cross-Reference Maintenance screen and the Source Code field will be populated with the selected Source Code.
  8. Select the Save button and then select the Exit button.Mfg-Cust X-ref

Filtering on an X-Ref Source Code to Include in the Sales IQ Screen

  1. From the Sales IQ screen select the manufacturer.
  2. Select the Customers tab.
  3. Select the Filter button.Sale IQ
  4. In the X-Reference section at the bottom of the screen make sure “Starts With” is selected and enter the Source code for source “ABCB00” in both fields to the right.  This is the Source that was used for this example.
  5. Select “Include This Range”.
  6. Select the Apply button.Filters
  7. The Filters screen will close bringing you back to the Sales IQ screen which will refresh displaying the filtered data.  As you can see in the example below, only the customers for the manufacturer Lee Jacob Mfg that are in the buying group will be displayed in the list. Sale IQ 2