Part 9: Reporting, Data Analysis & Business Intelligence
Data Analysis Pivot Grid Engine
The Data Analysis engine in MRSware Desktop is a multi-dimensional pivot grid allowing instant slicing and dicing of agency financial performance across any combination of fields.
The 5 Magical Columns
Every Data Analysis view centers around 5 core financial metrics:
| Metric Column | Description |
|---|---|
| 1. Sales Dollars | Total invoiced dollar volume. |
| 2. Cost Dollars | Cost of goods or factory baseline cost. |
| 3. Gross Margin | Net margin dollar spread (Sales - Cost). |
| 4. Commission Dollars | Total gross commission earned by the agency. |
| 5. Commission Rate % | Effective commission yield percentage (Commission / Sales). |
Customer Ranking & Ship-To Analysis
Run Top 20 Customer Ranking views by Principal, Product Line, or Territory. Utilize Ship-To analysis to track where products are physically delivered versus billed.
Report Explorer & Saved Views
Generate standard financial statements, Class Master Lists, and Rep Commission Statements. Save custom Data Analysis pivot layouts for one-click re-opening.
📚 Related Documentation & Deep-Dive Articles (8)
View in Documentation Library →Explore additional procedural tutorials and technical documentation references for this chapter:
Data Analysis: Monthly
Technical guide for Data Analysis: Monthly.
Data Analysis: Product Details
Technical guide for Data Analysis: Product Details.
Data Analysis Totals for Company with Branches
Technical guide for Data Analysis Totals for Company with Branches.
How to Save & Re-Open Data Analysis Views
Technical guide for How to Save & Re-Open Data Analysis Views.
Journals are Call Reports, Notes, Phone Call Logs
Technical guide for Journals are Call Reports, Notes, Phone Call Logs.
Now Showing: Sales Summary Analysis and the magical 5 columns
Technical guide for Now Showing: Sales Summary Analysis and the magical 5 columns.
Retiring Reports
Technical guide for Retiring Reports.
Ship To in Data Analysis
Technical guide for Ship To in Data Analysis.