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Dual Analysis

Analyze performance by shipment date
and commission received date

Unfortunately, many sales agencies no longer receive copies of
invoices. The first time an agency knows about a sale is upon
receipt of the commission statement or check. These agencies
typically enter date into the software from commission statements.

The dilemma? When should an agency account for the sale: when
it actually occurred (based on the invoice date), or when the "I love this
agency entered the transaction? Most systems account for the program! I can
sale at the time when the agency receives the check and track sales by the
processes it into the system (the process month). For example, if actual shipment
a check is received in March, the agency processes it in March – month and track
even though the sale occurred in January. This means sales commissions based
histories are skewed and never reflect actual sales that happened on the month
during any given period. checks were
received.”
Flexible data analysis to meet your needs

With dynaMACS Standard System , you have the ability to J.C. Bernard & Associates
analyze performance based on either the month when the sale
occurred (also known as post month or sale month), or in the
month when the agency processes the transaction (the process
month).

The optional Dual Analysis feature enables an agency to keep

historical records based on both the month of sale and the month
of processing. Normal processing doesn’t change, there are no
extra steps for your data entry operator, but you have an
additional set of historical data – invaluable for analysis purposes.

Sample screen shot

“Process Month”
based on entry date

“Post Month”
(or Sale Month)
based on
invoice date
Analyze sales…
Pay reps…
Track commissions…

Simple. Powerful. Results.

During data entry, the operator sees both the “post month” (based
on the invoice date) and the process month (when the agency
records the sale).
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