Powertrak Forecasting Product Features
Built to handle complex multi-channel detailed revenue forecasting for sales,
financial and manufacturing groups, this module provides a simple yet powerful
global planning solution. Create multiple forecast versions to motivate the
sales division while keeping your financial plans conservative. Bring your
partners and divisions in over the web with no spreadsheets to fill out and
consolidate. You can plan down to the individual account, product SKU and
discrete territory level. Quickly set up extended dimension fields to key in on
geography, product types and other filters. Powertrak forecasting keeps
training costs down and helps you get your forecasts done in record time
through the use of simple browser entry, and eliminates the need for messy
spreadsheet handling.
| Instant Visual
Scorecard |
How are your inside and outside sales channels doing compared to the sales
forecast? How about compared to your must-have financial forecast? Does
everyone in your sales organization know where they are before the weekly sales
meeting? Powertrak provides the simple way to keep everyone on track and
maximize motivation.
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| Multiple Channels |
Powertrak territories can be set up for inside and outside sales with simple
yet effective system security to avoid channel conflict. Use the optional
Powertrak Portal to provide outside channel access to the system and keep sales
management time down.
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| Definable
Dimensions |
Show columns for geography, customer names, periods, product information and
more to keep the forecast "real" without coding or expensive system
modifications.
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| Streamline Your
Forecasting |
Web screens and simple drill-down functions keep training time down and avoid
spreadsheet consolidation nightmares. Your sales channel will stay happy and
keep you off the phone tracking down updates.
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| Built on Microsoft
CRM |
Microsoft CRM provides full Opportunity Management in a scalable, integrated
CRM system. Powertrak is built in the same tools and shares the same data.
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| Flexible Period
Calendar |
Whether you have 13 4-week periods, work by the quarter or have seasonal
fluctuations, you can set up your own calendars and forecasting periods for
each business unit.
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| Multiple Currency
Support |
Built to handle multiple currencies and Euro translation, the system can handle
complex multi-national enterprises.
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| Complete Reporting
& Modification |
In addition to the online real-time rollups and calculations built into the web
interface, Powertrak uses Crystal Reports for reporting. Use the Powertrak
standard reports built within this industry-standard tool to keep tabs on where
you are, and modify them quickly and easily to focus in on the key factors that
you need to manage. Powertrak is also modifiable through the optional Powertrak
Application Builder, so you can interface to your ERP and other back-office
systems.
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| A Complete CRM
Solution |
Add Powertrak modules for specific industries, or add the general modules to
improve every customer-facing department, even for multi-channel distribution
and householding situations. Powertrak, Microsoft CRM and ERP solutions like
Microsoft Great Plains Financials can help you round out a complete one-stop
solution.
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