Business Analysis Module

Example A: Accounts Receivable

Example B: Overdue Customers 120+ Days Late

Orders Entered
The Orders Entered overview displays the number of orders, number of order lines, the $ value and the margin % for 6 different order dispositions and quotes.

• Orders that went on Hold
• Order in a Future Status
• Orders that went to Backorder
• Counter Sales
• Drop Ship Orders
• All others
• Total of All orders entered that day.
• Quotes Entered.

The Orders Entered Top 50 displays the top orders by $ value and the top 50 order lines for each of the overview selections. Drill down is available to see the full order details on all Top 50 records.

Open Orders
The Open Orders overview displays the number of orders, number of order lines, the $ value or all orders in a given order status regardless of when they were entered.

• Orders in Picking
• Order in the Pool
• Orders on Credit Hold
• Orders on Hold
• Orders on Backorder
• Drop Ship Orders
• Future Orders
• Quotes

The Open Orders Top 50 displays the top orders by $ value for each of the overview selections. Drill down is available to see the full order details on all Top 50 records

The BAM Dashboard goes beyond the already extensive sales history reporting available in the standard Freedom Series/ec21 offering. Sales history is available in item, customer, salesman, and sales type breakdowns.

Sales History
Extensive top 50 lists get you to what is important instantly. The available top 50 lists include:

• Top 50 items
• Month to Date top 50 by Sales $
• Year to Date top 50 by Sales $
• Month to Date top 50 by Units
• Year to Date top 50 by Units
• Month to Date top 50 by times sold
• Year to Date top 50 by times sold
• Month to Date top 50 item categories by Sales $
• Year to Date top 50 item categories by Sales $
• Top 50 Items with in a selected item category one (note: each item is assigned to 3 category sets in the item master)
• Month to Date top 50 by Sales $
• Year to Date top 50 by Sales $
• Month to Date top 50 by Units
• Year to Date top 50 by Units
• Month to Date top 50 by times sold
• Year to Date top 50 by times sold
• Top 50 Items with in a selected item category two
• Month to Date top 50 by Sales $
• Year to Date top 50 by Sales $
• Month to Date top 50 by Units
• Year to Date top 50 by Units
• Month to Date top 50 by times sold
• Year to Date top 50 by times sold
• Top 50 sales $ by salesman (note: each order has 3 salesman values assigned)
• Month to Date by salesman one
• Year to Date by salesman one
• Month to Date by salesman two
• Year to Date by salesman two
• Month to Date by sales manager
• Year to Date by sales manager
• Top 50 sales $ by customer within a location
• Month to Date top 50 by gross sales $
• Year to Date top 50 by gross sales $
• Month to Date top 50 by # invoices
• Year to Date top 50 by # invoices
• Top 50 sales $ by customer within a division
• Month to Date top 50 by gross sales $
• Year to Date top 50 by gross sales $
• Month to Date top 50 by # invoices
• Year to Date top 50 by # invoices

Two additional sales displays are in formats that show sales for each period and the year. The sales for the previous year are displayed side by side for comparison. Both inquiries will show sales company wide or for up to 4 separate locations. The first inquiry allows the user to filter the sales values by order sales type. The second inquiry allows filtering by item category one. Example C shows how this inquiry appears.

Example C: Sales History by Item Category One

Sales Location 10 20 30 Category One ABC
	Year 2005		Prior Year
Period	Sales	Mgn%	Sales	Mgn%
1	10000.00	32.2	9000.00	28.5
2	11000.00	28.9	9500.00	40.0
3	14000.00	33.8	12000.00	39.2
4	17000.00	34.7	22000.00	33.0
5	16000.00	29.9	15000.00	31.8
6			14000.00	29.9
7			15800.00	29.8
8			7000.00	28.8
9			1500.00	29.7
10			500.00	30.3
11			12000.00	31.3
12			45000.00	29.5
Total	68000.00	30.7	163300.00	33.5

Returns and Credits
A number of BAM screens allow you to manage returns. The Returns overview displays the number of credits, number of credit lines, the $ credited, the margin $ and the margin % for credits entered for the selected day. The same values are also displayed for credits invoiced. The number of all open returns, number of return lines and the $ value of all open returns is displayed too. Example D shows you how this information is displayed in one consolidated view.

Example D: Returns and Credits

Description	Inquiry Date 05/15/2005	Previous 030 Days	Var%
# Credits Entered	12	19	-36.0
# Credit Lines Entered	147	151	-2.6
$ Credits Entered	7,945.00	8,050.00	-1.2
Credit Margin $	2,050.00	2300.00	-10.8
Credit Margin %	25.8	28.5	.3
# Credits Invoiced	12	17	-29.4
# Credit Lines Invoiced	147	149	-1.3
$ Credits Invoiced	7,945.00	9,050.01	-12.1
Credit Margin $	2,050.00	2,105.45	-4.7
Credit Margin %	25.8	23.7	2.1
# Open Returns	37	23	60.8
# Open Return Lines	104	61	70.4
$ Open Returns	21,500.50	14,625.51	47.0

Top 50 listings within each location and company division are ranked by customer for month to date and year to date invoiced returns. Another top 50 listing shows the highest $ open returns for each location.

Item Class
Items in Freedom Series/ec21 are assigned a classification based on sales. Class A, B, C, D, etc. designates your best sellers to your weakest. Freedom Series/ec21 lets the user decide for each warehouse how the system will assign these classes (example: the top 5% of items receive a class 'A' designation, the next 10% are 'B' items etc...).

A number of the BAM Dashboard inquiries show inventory statistics within these item classes as well as the entire warehouse. The overview information for these inquiries the following:

• Inventory Status
• # items in the class
• $ value of the items
• Year to date sales
• Year to date margin $ and margin %
• # items out of stock
• # items with excess stock
• $ value of excess stock
• Fill Rate Statistics (see Example E)
• # Lines Invoiced
• # Lines Invoiced Complete
• Fill rate by line
• Quantity Ordered on Invoiced Lines
• Quantity Shipped on Invoiced Lines
• Fill Rate by Quantity
• $ Ordered on Invoiced Lines
• $ Shipped on Invoiced Lines
• Fill rate by sales $
• Activity on Backorders
• Backorder lines Invoiced
• Backorder quantity Invoiced
• Backorder $ invoiced

Example E: Class 'A' Items - Fill Rate

Description	Inquiry Date 05/15/2005	Previous 090 Days	Var%
# Lines Invoiced	8,700	8,100	7.4
# Lines invoiced Complete	8,580	7,951	7.5
Fill Rate by Line	98.6	98.1	0.5
Qty Ordered on Inv Lines	72,454	67,541	7.2
Qty Shipped on Inv Lines	68,454	61,954	10.4
Fill Rate by Quantity	94.4	91.7	2.7
$ Ordered on Inv Lines	283,545.50	248,231.44	14.1
$ Shipped on Inv Lines	277,784.92	240,784.07	15.4
Fill Rate by Sales $	97.9	96.9	1.0

Top 50 details for each item class include:

• Top 50 out of stock items by cost
• Quantity Short
• Cost of the short order lines
• Top 50 items below Minimum/Order Point by cost
• Quantity low
• Cost
• Top 50 items with excess inventory (over stocked) by cost
• Quantity extra
• Cost

Item Aging
Additional inventory information is available based on the aging of inventory items (based on date of last receipt). Actions such as cost write downs and/or special promotions may be required to address these items. Inventory in the warehouse is divided into four groups. Items last received less than 6 months ago, 6 - 11 months ago, 12 - 17 months ago and more than 18 months. For each of the four time periods the BAM overview displays:

• # of Items
• $ value of Items
• % of total inventory this item group represents

The detail view displays the top 50 items by inventory value for each of the four item aging groups.

Item Warehouse Transfers
Information on items transferred to another warehouses is displayed.

• # Transfers entered
• # Transfer Lines entered
• $ Value of items transferred

• # Open transfers
• # Open transfer lines
• $ Value of open transfer lines

The detail view displays the top 50 transfers and transfer lines entered for each warehouse.

Vendor Returns
Information on items returned to the vendor from each warehouse is displayed.

• # Returns entered
• # Returns Lines entered
• $ Value of items returned

The detail view displays the top 50 returns and return lines entered for each warehouse.

The BAM Dashboard includes information on purchase orders and lines entered and late purchase orders and line.

Late Purchase Orders
To alert you to potential problem vendors, the BAM includes a listing of the 50 largest late POs and late PO lines for each warehouse. The buyer name and PO expected dates are included for easy reference.

• # Open PO lines
• $ Value of open Pos

AR Aging
An overview of the aging and cash flow is available for each location and company wide. The values displayed include:

• Current Account Receivable balance
• 30 days late balance
• 60 days late balance
• 90 days late balance
• 120+ days late balance
• Total Accounts Receivable

• Cash Not Applied
• # Cash refunds
• # Cash refund lines
• $ Cash refunds
• $ Cash In

Detailed top 50 views are available for numerous views of the aging balances.

• 30+ days late overdue invoices
• 60+ days late overdue invoices
• 90+ days late overdue invoices
• 120+ days late overdue invoices

• 30+ days late overdue customers
• 60+ days late overdue customers
• 90+ days late overdue customers
• 120+ days late overdue customers

• $ Checks received

Order Invoicing
An overview of the orders invoiced is available for each location. The values displayed include:

• # Counter Sales Invoiced (not cash)
• # Lines Invoiced
• $ Value invoiced
• % Margin

• # Counter Sales Invoiced (cash)
• # Lines Invoiced
• $ Value invoiced
• % Margin

• # All Others Invoiced
• # Lines Invoiced
• $ Value invoiced
• % Margin
• # Total Orders Invoiced
• # Lines Invoiced
• $ Value invoiced
• % Margin

The top 50 invoiced orders and invoiced order lines for the selected day are available in the detailed view.

AP Aging
An overview of the aging and cash flow is available for each location and company wide. The values displayed include:

• Current Account Payable current balance
• 30 days late balance
• 60 days late balance
• 90 days late balance
• 120+ days late balance
• Total Accounts Payable

• Cash In
• Cash Out

Detailed top 50 views available for account payable are:

• 30+ days late overdue invoices
• 60+ days late overdue invoices
• 90+ days late overdue invoices
• 120+ days late overdue invoices

• $ Checks written