Tag Archive for: SalesIQ

The dynaMACS  Sales IQ feature is a powerful tool that allows you to monitor and analyze all of your sales and commission performance.  Did you know you can also identify customers that have not bought in a period of time?

Example

In the following example we will look at a quick and simple way in Sales IQ to see what customers have not purchased from a particular manufacturer in the past three months.

1. From the dynaMACS main screen select the Sales IQ button.
2. From the Sales IQ Home screen select the Manufacturers tab.
3. As you can see in the list of manufacturers displayed below, there are 4 manufacturers with a negative YTD Variance, B.C. Industries being one of them.
4. To view the customer sales activity for this manufacturer we will select and right click on the manufacturer B.C. Industries and then select Show Customers from the drop down box.
5. From the Sales IQ:  Drill-Down (1) Manufacturer>Customers screen select 3 Months from the No Sales Activity In: drop down box which is in the lower right hand corner of the screen.
6. Select the Refresh button.
7. The list will refresh displaying the 15 customers that buy from B.C. Industries that have NOT purchased in the past 3 months.
8. As you can see, the YTD Variance is a negative value in most cases.
9. The customer All Others displays the combined values of all other customers that HAVE purchased from B.C. Industries in the past 3 months.
10. The last two columns show what percent of the total sales for B.C. Industries each customer represents, this Year-To-Date and Last Year Total.  Using these values you can determine the significance of each customer.
11. By using the Up  or  Down  arrows in the upper left hand corner of the screen you can quickly go from manufacturer to manufacturer to identify other customers meeting the same criteria of no sales in 3 months.

In dynaMACS Sales IQ you can retrieve quarterly commission numbers which can assist you in expediting your tax reporting.  If you need to report by state, you can do so by using the Sales Analysis reports feature OR filter by state/region in Sales IQ.

Sales IQ Agency Comm (3Mos) – Example

In the following example we will generate a report using Sales IQ for quarterly commissions by manufacturer for commissions received July – September 2012.

1. From Manufacturers tab in the Sales IQ screen select Commissions Received from the Source drop down list.Note: If you do not have the Commission Reconciliation module then you can pull the data from Shipments vs. Commissions Received.
2. Select the Agency Comm (3 Mos)option from the Data drop down list.
3. Select September from the As-of drop down list.
4. Select 2012 for the As-of year from the drop down list.
5. The quarterly commissions received will appear in the column Totals for Jul 12, Aug 12,u Sep 12.

Sales Analysis Commission Received by State – Example

In the following example we will generate a report using Sales Analysis for quarterly commissions by state for commissions received July thru September 2012.

1. Select Commission Rec’d from the Selected Source of Data drop down list box.Note: If you do not have the Commission Reconciliation module then you can pull the data from Shipments vs. Commissions Received.
2. Select Sales and Agency Commission from the Select Column Set (Headings) drop down list box.
3. Select Customer State/Region from the Select Sub Totals Group drop down list box.
4. Enter 09 and 2012 in the Print As-of Month/Year
5. Select 3 Months from the Replace Current Month With drop down list box.
6. Select the Print button.
7. The following report is displayed showing the commissions received for Jul – Sept 12 by state.