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eContrack Sales & Marketing
provides on-screen or printed reports and analysis of all
the data held. Extensive reporting is available through standard
formatted reports, graphs, datasheet and cross tab facilities.
Users can generate their own reports through a Graphing &
Reporting wizard specifying the data extraction criteria required.
The system includes a report library for standard user defined
reporting. Report criteria can be specified and saved to the
library using the Graphing & Reporting wizards. Saved reports
can be re-run on request and the report criteria of saved
reports can be edited prior to re-running. All graphical output
can be easily customized and the system includes facilities
to output performance data to MS Applications.
eContrack Sales & Marketing provides a datasheet facility
that allows the user to select from their data by specifying
a range of criteria. The selected records are displayed on
the screen in spreadsheet format and can be manipulated, sorted,
columns hidden, formatted and printed by the user. Datasheets
are available for companies, contacts, projects, sale opportunities,
quotes, scorecards and scores. Datasheets can also be output
to MS Excel or MS Word.
The system also provides a range of standard reports that
can be run by the User on request. These standard reports
include Traffic Light and League Table reporting which combine
colour coded target variance, star rated percentile performance
and trend analysis into a single report format.
Traffic Light reports reports provide output based
on average performance by template, average performance by
measures within a template or on an analysis of comments against
measures. These reports combine colour coded variance from
target, star ratings based on percentile performance, and
performance trends by comparing performance this period with
three preceding time periods.
Traffic Light reporting can be restricted to specific companies,
to specific projects, to comments including a certain phrase,
to target scores within certain ranges, by date range etc,
all of which can be specified by the user at time of running
the report.
League Table reports rank performance by company, by
contact or by project. The report shows the number of scorecards;
high, low and average scores, colour coded variance from target;
star ratings based on percentile performance, and performance
trends by comparing performance this period with the three
preceding time periods.
Cross Tab reports allow the user to extract specific
data sets (specific companies, projects, within certain date
ranges etc), to perform simple arithmetic calculations on
the data (counts, sum, average etc) and specify how the output
isto be displayed (column and row names). If required, these
reports can be output to excel.
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