Business Analysis

Live Management Information

• Live drill-down workflow overviews using Lists shows exactly what’s going on, for whom, being done by whom and when its due
• Comprehensive drill-down Sales Register shows all completed invoices for any given period and their value
• Detailed Stock Profit, Stock re-ordering (min qty on hand) and Stock Valuation reporting
• Detailed productivity reporting for any given period
• Live Profit & Loss by Branch, Sub-Branch and GL Department
• Comparison reporting against Budgets by Branch, Sub-Branch and GL Department

Live Profit & Loss by Branch, Sub-branch and GL Department

• Standard Monthly views.
• YTD Comparison - will give you a running total of how you have been going from the start of the financial year.
• Previous Year Comparison - You can compare how you went this time last year with how you are going right now.
• Budget Comparison - This will compare how you are going now to a designated budget.
• Budget Only - Through this you can look at budget/projected P&L.
• Display - Specify what time period you want the P&L sorted by.
• Group By - If you have set up Branches or Sub branches, you will have the option to group your P&L by them.
• Offset - You can offset your comparisons by year from 9 to -9.
• GL Levels - Set how many levels down that you want the P&L to look at.
• Include 13th Period – choose to include 13th period in your GL or not
• Show Account Numbers/Show Zero Balances/Show Cents
• By right clicking on the figures you can choose to Hide the Change Columns, do a drill down via Account Inquiry or General Ledger to see what transactions make up these figures.
• You can also choose to Export Data to an Excel, HTML, XML or Text file.

Budgets by Branch, Sub-branch, GL Dept

• Name Budget/s to suit your own requirements
• Fin. Year - Choose which year you are apply this budget to.
• Branches - You can set a budget for a specific Branch, Company or GL Dept.
• Account - Choose whether the budget is for a specific account or for an account range
• Calculations - You can choose whether you want Jim2 to do your calculations for you (AutoAdd) or to key them manually (None)
• AutoAdd – lets you choose whether to increment/decrement, in percentages
• Use ‘Based On’ to choose what you are calculating budget from. You can choose to calculate from this year/last year performance or budgets. If you use the increment method you will only be able to select dollars, as you can only increment in amounts, not percentages