Know Your Numbers: Doing More with Performance Manager
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1 Know Your Numbers: Doing More with Performance Manager Sandy Lieber Phone Trainer 2016 Epicor Software Corporation
2 Sandy Lieber Phone Trainer Over 10 years Retail experience Prior to Epicor, previously spent 5 years working for RetailerSoft, where she focused on training and support of the retail pricing tool, Margin Master Several years of hardware retailing experience Her retail experience, along with the hands on experience of Eagle, gives Sandy a unique set of abilities and knowledge that allow her to focus on providing retailers with real world perspectives. Primary training focus at Epicor is on our Planner Series products, Pricing Planner, Performance Manager, and Inventory Planner Epicor Software Corporation Eagle Online Academy 2
3 Know Your Numbers: Doing More with Performance Manager Sandy Lieber Phone Trainer 2016 Epicor Software Corporation
4 The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication, April The usage of any Epicor products or services is subject to Epicor s standard terms and conditions then in effect. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Epicor, the EPICOR logo, Eagle, Grow Business, Not Software, are trademarks or registered trademarks of Epicor Software Corporation in the United States, and in certain other countries and/or the EU. Copyright 2016 Epicor Software Corporation. All rights reserved Epicor Software Corporation Eagle Online Academy 4
5 Know Your Numbers: Doing More with Performance Manager Sandy Lieber Phone Trainer 2016 Epicor Software Corporation
6 Objectives Understanding Performance Manager What s it all about? What information is available? Business Metrics in Performance Manager How are we doing? How can we improve? Maximize Reporting Abilities How can the information be used? Can we customize what we see? 2016 Epicor Software Corporation Eagle Online Academy 6
7 Most people use information the way a drunkard uses a lamp post, more for support than illumination. - Mark Twain 2016 Epicor Software Corporation Eagle Online Academy 7
8 Agenda 1. Overview of Performance Manager 2. Overview of Main Performance Manager Screen 3. Discussion of Sales, Inventory, Analysis & Market Basket 4. Navigation/Customization 2016 Epicor Software Corporation Eagle Online Academy 8
9 What is Performance Manager? 2016 Epicor Software Corporation Eagle Online Academy 9
10 How Am I Doing and What Do I Need to Change? 2016 Epicor Software Corporation Eagle Online Academy 10
11 Thinking about Performance Manager usage, how often do you think you may need to access the data within Performance Manager? A. Daily B. Weekly C. Monthly D.Quarterly/Yearly E. No Set Schedule F. All of the Above 2016 Epicor Software Corporation Eagle Online Academy 11
12 Accessing Performance Manager 2016 Epicor Software Corporation Eagle Online Academy 12
13 Navigating to the Compass Client 2016 Epicor Software Corporation Eagle Online Academy 13
14 Navigating to Performance Manager 2016 Epicor Software Corporation Eagle Online Academy 14
15 Performance Manager: Diving In 2016 Epicor Software Corporation Eagle Online Academy 15
16 Performance Manager Main Screen 2016 Epicor Software Corporation Eagle Online Academy 16
17 Transaction Summary 2016 Epicor Software Corporation Eagle Online Academy 17
18 Store Summary 2016 Epicor Software Corporation Eagle Online Academy 18
19 Current Accounts Receivable 2016 Epicor Software Corporation Eagle Online Academy 19
20 Most Recent Inventory Snapshot Values 2016 Epicor Software Corporation Eagle Online Academy 20
21 Performance Manager Analysis 2016 Epicor Software Corporation Eagle Online Academy 21
22 Stock Out Query 2016 Epicor Software Corporation Eagle Online Academy 22
23 Departments Producing Less Query 2016 Epicor Software Corporation Eagle Online Academy 23
24 Cost Changes Without Retail Changes 2016 Epicor Software Corporation Eagle Online Academy 24
25 Performance Manager Sales 2016 Epicor Software Corporation Eagle Online Academy 25
26 Sales Queries Daily Sales By Hour 2016 Epicor Software Corporation Eagle Online Academy 26
27 Sales Queries Low Margin Report 2016 Epicor Software Corporation Eagle Online Academy 27
28 Sales Analysis Navigation & Layout 2016 Epicor Software Corporation Eagle Online Academy 28
29 Sales Analysis Returns & What is Coming Back 2016 Epicor Software Corporation Eagle Online Academy 29
30 Sales Analysis Price Exceptions 2016 Epicor Software Corporation Eagle Online Academy 30
31 Sales Analysis Top Items (Top 100) 2016 Epicor Software Corporation Eagle Online Academy 31
32 Sales Analysis Department Sales, Rolling 12 Months 2016 Epicor Software Corporation Eagle Online Academy 32
33 Sales Analysis Department Sales, MTD Last Year 2016 Epicor Software Corporation Eagle Online Academy 33
34 Performance Manager Inventory 2016 Epicor Software Corporation Eagle Online Academy 34
35 Inventory (Left Side) 2016 Epicor Software Corporation Eagle Online Academy 35
36 Inventory Low Inventory 2016 Epicor Software Corporation Eagle Online Academy 36
37 Inventory Excess Inventory 2016 Epicor Software Corporation Eagle Online Academy 37
38 Inventory PIP Watch List 2016 Epicor Software Corporation Eagle Online Academy 38
39 Inventory Danger List 2016 Epicor Software Corporation Eagle Online Academy 39
40 Performance Manager Market Basket 2016 Epicor Software Corporation Eagle Online Academy 40
41 Market Basket 2016 Epicor Software Corporation Eagle Online Academy 41
42 What Information is in Performance Manager Where can we find a list of Top 100 items in Performance Manager? A. Sales B. Inventory C. Analysis D. All of the Above 2016 Epicor Software Corporation Eagle Online Academy 42
43 Where can we find a list of Top 100 items in Performance Manager? A. Sales B. Inventory C. Analysis D.All of the Above 2016 Epicor Software Corporation Eagle Online Academy 43
44 The Correct Answer is D 2016 Epicor Software Corporation Eagle Online Academy 44
45 Navigation & Customization 2016 Epicor Software Corporation Eagle Online Academy 45
46 Navigation Closing Screens 2016 Epicor Software Corporation Eagle Online Academy 46
47 Navigation Numbered Tabs 2016 Epicor Software Corporation Eagle Online Academy 47
48 Navigation Double Clicking in the Grids 2016 Epicor Software Corporation Eagle Online Academy 48
49 Customization Adding/Hiding Columns 2016 Epicor Software Corporation Eagle Online Academy 49
50 Customization-Moving Columns & Sorting 2016 Epicor Software Corporation Eagle Online Academy 50
51 Customization Saving Grid Changes 2016 Epicor Software Corporation Eagle Online Academy 51
52 Tips & Tricks Refreshing Pages 2016 Epicor Software Corporation Eagle Online Academy 52
53 Tips & Tricks Printing/Exporting 2016 Epicor Software Corporation Eagle Online Academy 53
54 Customization Review: We can only add or remove columns from a grid in Performance Manager if we also have access to Compass Analytics. True or False? A. True B. False 2016 Epicor Software Corporation Eagle Online Academy 54
55 The Correct Answer is False 2016 Epicor Software Corporation Eagle Online Academy 55
56 Agenda Review 1. Overview of Performance Manager 2. Overview of Main Performance Manager Screen 3. Discussion of Sales, Inventory, Analysis & Market Basket 4. Navigation/Customization 2016 Epicor Software Corporation Eagle Online Academy 56
57 Extend Your Learning with Training on Demand Content related to this topic: Performance Manager Overview Using Performance Manager Customizing Performance Manager 2016 Epicor Software Corporation Eagle Online Academy 57
58 For more information on products featured in today s presentation, or to find out how Epicor Professional Services can help you grow your business, please contact your Account Manager at Epicor Software Corporation Eagle Online Academy 58
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