Cool Charts - Dynamic Sales Analysis

Watch a quick video overview

Liven up your Sales meetings with this fun, visual and interactive Sales Analysis tool.
Quickly see your top $Sales by:

• Sales rep
• Items, Product Groups or Brands
• Customers, Customer Groups 
• Daily over the past Week, Month, Quarter or Year

Access your sales data from any browser including an iPad.

Using Cool Charts

1. Launch - Click on the iceberg icon in the BI menu or the BI toolbar to start.
   
   
2. Date Range - First time you run, it will show last month's sales data, change the date range and it will remember for next time.
   
   
3. Filter - Click on any Customer, Item, Grouping, Sales rep etc to filter and focus, see the Sales data change. Click again to remove the filter.
   
   
4. Clear Filters - To clear all Filters while keeping the date range you have set.
   
   
5. Hover - To see the actual $Sales amount.
   
   
6. Top 10, 20, 30 or 40 - Change the level depending on your data.
   
   
7. Dimensions - Change the dimension each chart shows depending on your data and on your business.
   
   
8. Custom Groupings -Use to categorise and group your data, then use in the Cool Charts.
   QuickBooks -  Use Class and Locations. 
   Xero - Use Tracking Categories
   MYOB - Use Customer and Item Custom Lists (each have up to 3)  Click here to see how to set these up.
   - Brands
   - Product Groups
   - Wine Varieties
   - Customer Buying Groups
   - Customer Types
   
   
9. Customer Sales Rep v Invoice Salesperson (MYOB) - What's the difference? Click here to see why these are different and how to use them.
   
   
10. Back to Reports - Takes you back to the regular BI reports 
    
    
11. Airplane Mode - Disconnect from the Internet and keep running Cool Charts until you close your browser or click Restart
    
    
12. Restart - Reload all of your Sales data.

www.BI4Cloud.com