Title: Reports on industries and positions in Charisma Analyzer
1Reports by industries positions Charisma
Analyzer
2Charisma Analyzer Start 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
3Charisma Analyzer What 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)
4Charisma Analyzer Reports by industries and
positions
Leasing Retail distribution Manufacturing Med
ical Oil Gas
Human Resources Supply chain Sales Financial
accounting
5Charisma Analyzer Leasing
6Leasing
New 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.
7Leasing
New 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.
8Leasing
New business, outstanding, overdue
- New business, outstanding, overdue
- Evolutions of type of industries included in the
analysis
9Leasing
New business, outstanding, overdue
- New business, outstanding, overdue
- Evolutions of type of contracts according to
ratings
10Leasing
New business, outstanding, overdue
- New business on sales agents
- Evolutions of contracts on type of businesses
and sales agents
11Leasing
New business, outstanding, overdue
- New contracts on business segments
- Evolutions of contracts on types of businesses
and sales agents
12Charisma Analyzer Retail distribution
13Retail Distribution
Sales 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 be displayed
14Retail Distribution
Fiscal receipts for a determined period
- 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
15Retail Distribution
Fiscal receipts for a determined period
- Number of fiscal receipts on stores and days
16Retail Distribution
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 the
color under a certain threshold the
profitability rate is red
17Retail Distribution
Sales and margins on item subcategories
- 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
18Retail Distribution
Sales and margins on item subcategories
- Sales and margins on item subcategories
- The graph shows immediately the most profitable
products and the ones with the lowest sales
19Retail Distribution
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
20Retail Distribution
,,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
21Retail Distribution
Items sold top
22Retail Distribution
Sales vs. target analysis
- Sales vs. target analysis
- Company or detailed level, here sales agents.
23Retail Distribution
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
24Retail Distribution
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
25Retail Distribution
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
26Charisma Analyzer Manufacturing
27Manufacturing
Qualitative 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
28Manufacturing
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
29Charisma Analyzer Medical
30Medical
Medical 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
31Medical
Share 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. The information is useful for
managers and medical services insurers.
32Medical
Patient location according to age and postal code
- Patient localization on the map
- The report segments all patients according to
specific criteria medical supervision period
33Medical
Management 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
34Medical
Appointments 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
35Charisma Analyzer Oil Gas
36Oil Gas
Manufacturing areas performance
- Analysis of the manufacturing history by units
37Oil Gas
Upstream
- Upstream
- The report allows the allocation of resources,
manufacturing capacity and an overview of the
available resources
38Oil Gas
Cross-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
39Oil Gas
Raportare macro
- Report on installations on locations or drilling
trends
40Charisma Analyzer Human Resources
41Human Resources
Workforce 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
42Human Resources
Staff analysis
- Staff analysis can now be achieved through a
single report that captures the dynamic global
trends of personal information, with option for
further analysis by department and time intervals
according to changes in position, employment or
business interruption - Performance KPI employee categories (manager,
executive, auxiliary) or leaves
43Human Resources
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
44Charisma Analyzer Supply chain
45Supply chain
Routes 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
46Supply chain
Available 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
47Supply chain
KPI forecasts
- KPI forecasts
- Multiple modeling methods can be defined
agressive, deterministic, cost optimization etc.
48Supply chain
Performance 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.
49Supply chain
Turn 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
50Charisma Analyzer Sales
51Sales
What If? analysis
- What if 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.
52Sales
Sales and sales agents performance
- Commercial performance indicators
- The report shows the companys current status on
different components - of sales achieved out of
the total, individual performances of the sales
agents (have/havent reached the afferent
quotas), regional distribution of sales.
53Sales
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)
54Sales
Sales volume on dimensions
- Dimensions (weeks, semester) on groups or
individual
55Charisma Analyzer Finacial accounting
56Financial accounting
Balance 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.)
57Financial accounting
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.
58Financial accounting
Economic-financial indicators
- Mixed indicators
- Dynamic graph evolution on configurable periods
of time and evolution of indicators after
selecting specific dimensions
59TotalSoft Headquarters Global City Business Park,
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4021 335 1709 F 4021 335 1712 marketing_at_totalso
ft.ro www.charisma.ro www.totalsoft.ro
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