MRSware Sales and Commissions
  • MRSware
  • Sales & Commissions
  • CRM
  • Blog
  • Pricing
  • Support
    • Training >
      • Training Classes - MRSweb
      • Training Classes - MRSware >
        • Lesson 1 - MRSware Home Page
        • Lesson 2 - CRM - Companies/Contacts
        • Lesson 3 - CRM - Calendar
        • Lesson 4 - CRM - Journals
        • Lesson 5 - CRM - Tasks
        • Lesson 6 - CRM - Projects
        • Lesson 7 - MREPS - Customers
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Login
  • Free Trial

Customer Ranking view in Data Analysis Sales & Commissions

3/3/2015

0 Comments

 
Attached to this post is a saved view file for the Sales & Commissions Data Analysis cube.  If you have not worked with saved view files, take a read through this post on how to open and save them.​
A View file for Data Analysis is a saved arrangements of columns, sort, expansion, filters, etc.  This allows one User to create a favorite and useful view, then share it with the rest of the company.  This specific view here is a Customer Ranking view:
​

Picture

​The Customers are shows with their assigned Sales Rep/Territory, State and City (sorry the demo installation doesn't have that filled in for all of these, but your installation most certainly will), followed by the Sales total per customer and that Customer's Rank.

The one column we are using here that might be new for many of you is the "% COL" column.  You can turn the column on/off by right-clicking where it says "Sum" under the "Sales" heading of the main column.  What this column does is divide the total sales by the sales of each customer.  In other words, the customers percent of total sales.  

Percent of total sales is certainly a very useful metric to keep an eye on...  Beware of a single customer that is too high a percentage of your company's total sales.  Expand the Year to show the Quarterly sales...  Now take a look at changes in overall percent of sales to see which customers are trending up and which are trending down.

Other Things to Do From Here
  1. Expand the Sales Rep or City dimension (whichever is right-most for your data) to see the individual lines that the customer purchased from, including sales and ranking between lines.

  2. Expand the Year to see Quarters and Months.  Try another column option called "% Row" by right-clicking on the "Sum" area again.  This column shows the percentage of the current column against the customer's total for the time range shown -- in other words, sorting on this column will give you an easy way to see who is up and who is down year-to-year, quarter-to-quarter, and month-to-month.

  3. Filter by State or Sales Rep to see how a particular portion of the agency is performing.

  4. Take a look at some custom calculations to run through scenarios of interest, such as business growth or commission rate changes.

  5. Share this view with others in your organization.  Save the View file to File Share and make it, along with any customization you made, with others in the company.  They can then have your view as a great starting point to filter and sort to see data relevant to them.


0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    Documentation

    ​You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.

    Please use the Categories below to find documentation for each area in MRSware.

    ​You may also use the Search field above to look for specific topics. To get a more precise list of articles for a particular menu option, for example, use quotation marks around the text in the Search box, e.g. "bulk assign sales rep".

    Categories

    All
    1
    Android
    Appointments
    Auto-Complete
    Batch Edit/Bulk Update
    Categories
    Contacts
    Customers
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Hidden
    IMAP
    Installation
    Journals
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    MRSweb
    New MRSware Users
    Outlook
    Payments
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    Types
    User Manuals
    Video

    Archives

    November 2022
    September 2022
    June 2022
    March 2022
    February 2022
    January 2022
    December 2021
    May 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    September 2019
    April 2019
    September 2018
    January 2018
    August 2017
    February 2017
    January 2017
    December 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    December 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    July 2014
    June 2014
    February 2014
    October 2013
    September 2013
    July 2013
    May 2013
    April 2013
    March 2013
    February 2013
    November 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    May 2011
    April 2011
    March 2011
    December 2010
    September 2010
    July 2010
    May 2010
    April 2010
    February 2010
    January 2010
    December 2009
    November 2009
    October 2009
    July 2009
    June 2009
    May 2009
    April 2009
    March 2009
    February 2009
    January 2009
    October 2008
    September 2008
    August 2008
    July 2008
    June 2008
    May 2008
    April 2007
    September 2006
    August 2006
    July 2006
    June 2006
    May 2006

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Training | Support | Log In | Free Trial 
sales@MRSware.com     (866)795-8386 x1
Copyright (c) 2002-2023 EYOND, Inc
.
MRSware is an EYOND, Inc. Integrated Solution
made in Austin, TX  USA