Business decisions that impact the growth of any organization come from analyzing the organization’s Customer Order data. Orders booked in a period gives visibility into the Sales Team’s performance in a time period.
Most Manufacturing Organizations have a formal or informal quoting process to their customers. If the Estimates module in the ERP system is used, the Quote follows standard pricing mechanisms and discounts. Best practices dictate that Estimates be generated by a system and have approvals and controls for ad-hoc pricing and have defined validity period or expiration dates. Using IntelliDash, the Sales Organization can track metrics related to Quotes/Estimates such as:
Analyzing Order Bookings gives insights into the demand for the products, and the effectiveness of the sales strategy. The impact of a specific promotion or a campaign can be evaluated by analyzing Order Bookings. IntelliDash helps analyze Order Bookings across several dimensions:
Order shipments (Sales) reflect the execution aspect of the business. Order Shipped Dollars reflect the gross revenue generated by the factories. The Shipped Dollars (Quantity Shipped * Price) can be reduced by any volume discounts, order header level discounts and commissions. This effectively makes it Net Sales. Sales can also be analyzed from Invoices or billings which is yet another dimension.
IntelliDash’s Sales Module gives you answers to all the above questions and much more without having to worry about data integrity, accessibility and the huge costs typically involved in building the necessary IT infrastructure for data analytics. The Sales Module comes with a plethora of pre-built dashboards. A summary of the Sales dashboards on IntelliDash is provided below:
Pre-built Sales Dashboards