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Sample Reports

Financial Reporting

  1. Financial statements

  2. Financial budgeting and forecasting

  3. Cash flow and collateral/availability projections

  4. Gross margin analysis

Business Management

  1. Sales and profitability by product line

  2. Sales and profitability by territory/sales rep

  3. Summary Inventory by product line (units and dollars)

  4. Summary production reports (units and dollars)

  5. Summary purchases by category

  6. Employee productivity reports

  7. Throughput reports

Sales & Marketing

  1. Sales versus budget by product line, region, territory etc.

  2. Sales order/backorder reports

  3. Customer sales and profitability analysis

  4. Account manager profitability and sales commission

  5. Customer lists for e-mailing and fax-blasting

  6. Sales Rep productivity

  7. Sales Territory and Account Mapping

Sales and Operations Planning

  1. Sales plan versus budget – in common units

  2. Production plan versus budget – in common units

  3. Inventory plan versus budget – in common units

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