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SETUP




F
E
A   • 3 years entered for analysis                       • Number display format selection     • Percent decimal display selection      • EOY Achievement Status phrases
T
U   • Calendar or Fiscal year selection                  • Number illustration selection       • Primary and Secondary category entry   • Highlighted Data Entry columns
R
E   • First day of the week selection (Sunday or Monday) • Round numbers to the nth place      • Actuals and Quota titles entry
S
ACTUALS




F
E
A
T
U   • up to 50 years of raw data   • up to 25 categories   • up to 150 products
R
E
S
QUOTA




F
E
A
T
U   • up to 50 years of raw data   • up to 25 categories   • up to 150 products
R
E
S
DAILY TREND ANALYZER




F   • Daily actual vs. quota with variance           • Daily cumulative totals            • YTD & EOY Quota achievement percentage • Daily actual & Daily cumulative charts
E
A
T   • Daily actual vs. daily average with variance   • Days above/below quota             • Daily Average to achieve the EOY quota   • Daily actual vs. YTD Daily Avg. Chart
U
R   • YTD actual vs. YTD quota with variance         • EOY quota total                    • Automated Performance Summary            • YTD actual vs. YTD quota Chart
E
S   • Highest day and daily totals per year          • Daily Quota achievement percentage • DoD% & YoY% (growth/decline)             • Weekday/Weekend Cumulative chart
WEEKLY TREND ANALYZER




F   • Weekly actual vs. quota comparison with variance               • Highest Week of the year   • Weekly actual vs. quota comparison chart
E
A   • Weekly actual vs. weekly avg. comparison with variance         • Weeks Above/Below Quota    • Weekly actual vs. YTD weekly average comparison chart
T
U   • YTD cumulative actual vs. YTD cumulative quota with variance   • EOY Quota Total            • YTD cumulative actual vs. YTD cumulative quota comparison chart
R
E   • Weekly Average to achieve the EOY Quota                        • Weekly Comparison chart    • Automated Performance Summary
S
    • WoW% and YoY% (growth/decline)
MONTHLY TREND ANALYZER




F   • Monthly actual vs. quota with variance     • QoQ% (growth/decline)                  • EOY Quota Achievement advisor               • Quarterly & Annual comparison charts
E
A   • Quarterly actual vs. quota with variance   • Months above/below quota               • # of Months of Growth or Decline            • Monthly rank in current year and over the 3yrs
T
U   • YTD actual vs YTD quota with variance      • Monthly quota achievement percentage   • Automated Performance Summary
R
E   • MoM% & YTD MoM% (growth/decline) • YTD quota achievement percentage                 • Monthly average needed to achieve quota
S
    • YoY% & YTD YoY% (growth/decline)           • EOY Quota Achievement percentage       • Monthly actual vs. quota comparison chart
MULTI-COMPARISON UTILITY




F
E
A   • Compare up to 5 items           • Actuals, YTD Actuals and Monthly Average Comparison    • Monthly Actual comparison chart
T
U   • Monthly Comparison              • Highest and Lowest month of the items being compared   • Quarterly & Annual comparison charts
R
E   • Quarterly Comparison and rank   • MoM% (Month over Month growth/decline)                 • Automated Performance Summary
S
EXECUTIVE DASHBOARD




F
E
A
T
U   • Cumulative actual vs. quota comparison and variance   • YoY% (Year over Year growth/decline)             • Highest day, week, month & quarter actuals vs. quota comparison
R
E   • Annual quota achievement percentage                   • 3 year % breakdown of total cumulative actuals   • Days, weeks, months & quarters above/below quota
S
ANNUAL CALENDAR VIEW




F
E
A
T   • Dynamic annual calendar illustration               • Quota achievement color-coded conditional indicators
U
R
E
S
MONTHLY CALENDAR VIEW




F
E
A
T
U   • Dynamic monthly calendar illustration            • Quota achievement color-coded conditional indicators
R
E
S

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PAM Screen Prints

  • 1.
  • 2. SETUP F E A • 3 years entered for analysis • Number display format selection • Percent decimal display selection • EOY Achievement Status phrases T U • Calendar or Fiscal year selection • Number illustration selection • Primary and Secondary category entry • Highlighted Data Entry columns R E • First day of the week selection (Sunday or Monday) • Round numbers to the nth place • Actuals and Quota titles entry S
  • 3. ACTUALS F E A T U • up to 50 years of raw data • up to 25 categories • up to 150 products R E S
  • 4. QUOTA F E A T U • up to 50 years of raw data • up to 25 categories • up to 150 products R E S
  • 5. DAILY TREND ANALYZER F • Daily actual vs. quota with variance • Daily cumulative totals • YTD & EOY Quota achievement percentage • Daily actual & Daily cumulative charts E A T • Daily actual vs. daily average with variance • Days above/below quota • Daily Average to achieve the EOY quota • Daily actual vs. YTD Daily Avg. Chart U R • YTD actual vs. YTD quota with variance • EOY quota total • Automated Performance Summary • YTD actual vs. YTD quota Chart E S • Highest day and daily totals per year • Daily Quota achievement percentage • DoD% & YoY% (growth/decline) • Weekday/Weekend Cumulative chart
  • 6. WEEKLY TREND ANALYZER F • Weekly actual vs. quota comparison with variance • Highest Week of the year • Weekly actual vs. quota comparison chart E A • Weekly actual vs. weekly avg. comparison with variance • Weeks Above/Below Quota • Weekly actual vs. YTD weekly average comparison chart T U • YTD cumulative actual vs. YTD cumulative quota with variance • EOY Quota Total • YTD cumulative actual vs. YTD cumulative quota comparison chart R E • Weekly Average to achieve the EOY Quota • Weekly Comparison chart • Automated Performance Summary S • WoW% and YoY% (growth/decline)
  • 7. MONTHLY TREND ANALYZER F • Monthly actual vs. quota with variance • QoQ% (growth/decline) • EOY Quota Achievement advisor • Quarterly & Annual comparison charts E A • Quarterly actual vs. quota with variance • Months above/below quota • # of Months of Growth or Decline • Monthly rank in current year and over the 3yrs T U • YTD actual vs YTD quota with variance • Monthly quota achievement percentage • Automated Performance Summary R E • MoM% & YTD MoM% (growth/decline) • YTD quota achievement percentage • Monthly average needed to achieve quota S • YoY% & YTD YoY% (growth/decline) • EOY Quota Achievement percentage • Monthly actual vs. quota comparison chart
  • 8. MULTI-COMPARISON UTILITY F E A • Compare up to 5 items • Actuals, YTD Actuals and Monthly Average Comparison • Monthly Actual comparison chart T U • Monthly Comparison • Highest and Lowest month of the items being compared • Quarterly & Annual comparison charts R E • Quarterly Comparison and rank • MoM% (Month over Month growth/decline) • Automated Performance Summary S
  • 9. EXECUTIVE DASHBOARD F E A T U • Cumulative actual vs. quota comparison and variance • YoY% (Year over Year growth/decline) • Highest day, week, month & quarter actuals vs. quota comparison R E • Annual quota achievement percentage • 3 year % breakdown of total cumulative actuals • Days, weeks, months & quarters above/below quota S
  • 10. ANNUAL CALENDAR VIEW F E A T • Dynamic annual calendar illustration • Quota achievement color-coded conditional indicators U R E S
  • 11. MONTHLY CALENDAR VIEW F E A T U • Dynamic monthly calendar illustration • Quota achievement color-coded conditional indicators R E S