Reports on Industries and Positions generated in Charisma Analyzer

7/31/2019 Reports on Industries and Positions generated in Charisma Analyzer

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Reports by industries & positions

Charisma Analyzer


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Charisma AnalyzerStart a new dialog with your data

The solution is adapted to any type of data

It delivers integrated reports no matter the source (either internal or external)

or the type of data

The integrated reporting covers the entire decision flow

It suits operational employees, managers or top management

Efficient tracking of the business covering all dimensions

Sales, financial, support, manufacturing, partner relationship


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Charisma AnalyzerWhat recommends us?

+ 100 implementations in companies in all industries & positions

Retail, distribution, manufacturing, constructions, services, medical

Sales, accounting, financial, human resources, supply chain

High quality

Fast data delivery, easy-to-use interface & fast connection to all sources of data

Seamless integration with TotalSofts suite of solutions

Charisma ERP, Charisma HCM, Charisma Medical Software, Business Applications,

Primavera, ACOLLADA (Software development)


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Charisma AnalyzerReports by industries and positions

Leasing

Retail & distribution

Manufacturing

Medical

Oil & Gas

Human Resources

Supply chain

Sales

Financial & accounting


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Charisma AnalyzerLeasing


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LeasingNew business, outstanding, overdue

New business, outstanding, overdue

Multiple perspective over the evolution of types o contracts with considerable changes types

of items, industries, sales agents, geographical regions, rating etc.


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Multiple perspective over the evolution of types o contracts with considerable changes types

of items, industries, sales agents, geographical regions, rating etc.


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Evolutions of type of industries included in the analysis


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Evolutions of type of contracts according to ratings


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New business on sales agents

Evolutions of contracts on type of businesses and sales agents


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New contracts on business segments

Evolutions of contracts on types of businesses and sales agents


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Charisma AnalyzerRetail & distribution


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Retail & DistributionSales on geographical regions & counties

Sales on geographical regions & counties

Sales are grouped according to item categories

Dynamic reports by selecting one region, only items belonging to that region will bedisplayed


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Fiscal receipts for a determined period


The number of fiscal receipts is divided into week days, months or individual days

The number of fiscal receipts is highlighted on stores for a certain threshold they are red,over the threshold they are green

Retail & Distribution


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Number of fiscal receipts on stores and days



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Sales on item categories and geographical regions

Sales on item categories and geographical regions

Sales on counties and profitability rates are displayed on the map

The sale is indicated by the size of the circle, while the profitability rate is indicated by thecolor under a certain threshold the profitability rate is red



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Sales and margins on item subcategories


The profitability is highlighted with different colors

The report shows the evolution of the sales on years & highlights the trends



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The graph shows immediately the most profitable products and the ones with the lowest

sales




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Pareto analysis

Pareto analysis

Analysis on items and brands the analysis highlights the 20% of the items that incur an

80% profit for the company



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,,What if? analysis

What If?

Dynamic analysis scenarios can be created with 3 variables (unit price, cost &

quantity) users can analyze the impact of the price decreases over margins and revenues



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Items sold top

Top 10 sold items



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Sales vs. target analysis

Sales vs. target analysis

Company or detailed level, here sales agents.



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Sales indicators monitoring

KPI monitoring

Dynamic analysis of the most profitable indicators for each store out of stock, shelf void, on

shelf avalibility, share of market etc. Indicators can be individually selected by each user according to the depth of the analysis



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Impact of promotions

Impact of promotions

The graph shows a comparative analysis between 3 stages of the companies sales before

promotions, during promotion & post-promotion Filter by geographical area and promoted items



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Planogram performance

Items best sold according to planogram

The report shows the commercial status of different types of items the way they are

distributed in the planogram and according to their history



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Charisma AnalyzerManufacturing


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ManufacturingQualitative indicators of the manufacturing flow

Qualitative indicators of the manufacturing flow

The report shows the analysis of orders in progress on the available machines at a certain date

Time allocated to equipment preparation, functioning, downtime, operating speed


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Analysis of production bottlenecks on geographical units

Manufacturing quality

In dashboard, users can pick analysis on each type of equipment available on the preferred

location The results cover the manufacturing period, number and types of errors

Manufacturing


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Charisma AnalyzerMedical


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MedicalMedical units profitability analysis

Medical units profitability analysis by market

Managers can see the profitability sources for each medical unit according to their

geographical location Outs on specialization & profit, and the impact & cost of the promotions


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MedicalShare and costs associated with all diseases

Share and costs associated with all diseases

The information included percentage of costs/diseases, distribution of diseases/patients, costs

atrase associated with diseases/patients, age selector for additional investigations. Theinformation is useful for managers and medical services insurers.


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MedicalPatient location according to age and postal code

Patient localization on the map

The report segments all patients according to specific criteria & medical supervision period


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MedicalManagement of patient cycle time

Waiting time at reception, investigation room, check-out

The report shows the improvement of the patient cycle time on each stage of their flow within

the medical unit


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MedicalAppointments Management

Trend for a dentists appointments and patients profile

These information help managers make better decisions in areas that deserve promotion for

patient flow equilibration


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Charisma AnalyzerOil & Gas


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Oil & GasManufacturing areas performance

Analysis of the manufacturing history by units


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Oil & GasUpstream

Upstream

The report allows the allocation of resources, manufacturing capacity and an overview of the

available resources


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Oil & GasCross-stream

Cross-stream

This report integrates various types of data location of drilling wells, tectonic activity in the area,

the cost associated with installations, operating depth, unproductive days


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Oil & GasRaportare macro

Report on installations on locations or drilling trends


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Charisma AnalyzerHuman Resources


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Human ResourcesWorkforce planning

The report allows you to make presumptive scenarios and impact analysis on the number of

employees who are under a particular retirement target

Profiles at the bottom of the company provide a complementary perspective: distribution of

employees on departments according to similar activities


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Succession planning

Visual analysis helps to identify risk areas where you can lose a significant number of employees. The

report displays all groups of employees in the company according to age and number: very few groups

who have targeted elderly members to develop succession plans and so to reduce the risk of the

positions occupied

Human Resources

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Charisma AnalyzerSupply chain


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Supply chainRoutes and logistics

Routes and logistics

When selecting a town, the available route is highlighted, as well as the weather forecast for the

area

It displays distances between supply centers and business locations


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Supply chainAvailable merchandise

Available merchandise in each location

Integrated view of all products according to their availability

In addition, it includes QOH and sales by region forecasts


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Supply chainKPI forecasts

KPI forecasts

Multiple modeling methods can be defined agressive, deterministic, cost optimization etc.


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Supply chainPerformance indicators

Advanced performance indicators

Various type of indicators can be group in one dashboard sales, geographical information,

YoY evolutions and comparisons with pre-established thresholds etc.


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Supply chainTurn time

Turn time

The report shows the number of days required to complete a certain stage of the production

and the volume that was processed and the equivalent percentage

Ch i A l


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Charisma AnalyzerSales


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SalesWhat If? analysis

Whatif analysis?

The report includes different remuneration scenarios according to sales trends and performance

of the sales agents. Users can change mix components such as compensation value, estimated

sales quota and commissions.


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Performance and sales pipeline analysis

Evolution of sales on regions and items

Every user can access the types of items he/she is responsible for and can consult the history of

their trends

Total sales are then divided into geographical regions and periods (weeks)

Sales


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Sales volume on dimensions

Dimensions (weeks, semester) on groups or individual

Sales

Charisma Analyzer


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Charisma AnalyzerFinacial & accounting


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Financial & accountingBalance sheet

Balance sheet

Report configurable on dimensions included in the balance sheet, with the possibility to

consult the budgeted vs. planned areas, information reported in multiple currencies and

locations (holding, Company1, Company2 etc.)


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Cash flow

Cash Flow

The information reported can be consulted in many currencies configured in the system.,

while their separation is done for each entity of the organization.

Users can compare actual vs. budgeted.

Financial & accounting


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T: +4021 335 1709

F: +4021 335 [email protected]

www.charisma.ro ; www.totalsoft.ro
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Reports on Industries and Positions generated in Charisma Analyzer

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