Market Analysis 

The Market Analysis module is one of the most important modules in Sales Management Plus. It is here that you are able to perform complicated queries on your customers and sales giving you  a more in-depth look into your business

Querying in Market Analysis
Creating Customer Lists
Printing Market Analysis Reports

Querying in Market Analysis

• You are capable of querying on multiple criteria.
  • Customer
  • Territory Level
  • Account Manager
  • SIC codes
  • Zip codes
  • Your custom programmable fields
  • Product Level 1,2 3
  • YTD Sell
  • Comparison of last year to this years run rate
  • see screen shot above for all the various options

• Select the filter criteria you wish to filter on:
  • Selecting the check box "not" will exclude the filter criteria from the list. For example, if you are putting together a mailing list you would not want your "competitor" on that list. From the General Class drop down, select "competitor" and click "not"
  • When filtering by Sales Figures you can change the "Greater than" > symbol to "Less Than" < by clicking the check box
• Filtering by Product Levels
  • Product Levels must be selected in order.
    • If you would like to select by a specific manufacture
      • Select the Prod Level 1 that manufacture falls under
      • Select Product level 2 the manufacture would fall under
      • Select the Manufacturer from Product Level 3
• To delete a Filter Criteria
  • Highlight the Filter criteria you wish to remove and click delete
• To Search using a Wildcard
  •  Through out SMP the wildcard symbol is %
• To Compare last year with this years Run rate
  •  Prj Yr-Prev Yr Sell Gain > X%  - Projects out the current years sales for a full 12 months and returns all customer whose run rate is currently X% over last year
  • Prj Yr-Prev Yr GP Gain >X% - Projects out the current years GP for a full 12 months and returns all customer whose run rate is currently X% over last year
  • Prj Yr-Prev Yr Sell Drop > X% - Projects out the current years sales for a full 12 months and returns all customer whose run rate is currently X% under last year
  • Prj Yr-Prev Yr GP Drop >X% - Projects out the current years GP for a full 12 months and returns all customer whose run rate is currently X% under  last year

Creating Customer lists:

Creating lists of customers is a great way to generate reports and mailing lists on more than one set of filter criteria's.

Often you will have a need to filter by non-similar criteria and save them into a common list. For example, you may want to generate a customer list for 2 or more  account managers. Creating Customer Lists from within Market Analysis will allow you to do just that. 

• Run your first Filter, generating the list of customers you desire.
• Click "File", "Customer List"
• Click "Save" . You will be prompted to name your list and give it a description
• Run your second Filter, generating your second list of customer
• Click "File, "Customer List"
• Select your list by highlighting the arrow to the left of the list name.
• Select "Add To" . It will ask if you are wanting to append your current list to the existing list. Click Yes

Hint: By selecting "Add To" you will be appending the data to the existing list. By selecting "Save"  you will overwrite the existing list. By Selecting "Save As" you can save the list under a different  name.

• By opening your compiled list all the customers you have selected in the various filters will be visible. You can use this list for mailing or to print reports