Company cockpit elements

In the configuration of the company cockpit, all elements that have the Company cock­pit label (flag) in the Administration/Tools/Cockpit/Cockpit elements administration list are offered for selection.

These are:

• Already existing general cockpit elements for Watchlist, filter, and DrillDown that have been adapted so that their data can be restricted to a company.
• New elements that have been provided especially for the company cockpit.

Among others, such elements could be:

• Most recent communication (shows details about the last phone call, appointment, correspondence)
• Lead lifecycle or ABC analysis
• Graphic presentation of the revenue trend
  The "filter bar chart" element supports group­ing for a field over months or years. In a grouping column, a grouping method can be selected, e.g., the group­ing for the year of a date field. Next to it, the main grouping can be set.
• List of questionnaire responses (shows standard questions and their responses as a list from the response table of the company or its staff members)
• the action panel

By means of the View field to the right in the head of the company cockpit, you can control whether the evaluation is to cover the individual company or additionally the subordinate company or corporate group structure (subsidiaries, divisions, etc.).

This gives you an overview of the orders in the last and the current business year (select menu). The revenue values are analyzed from the order cases of the contact (customer) and provided for an internal ranking. With this aid, you can evaluate your customers either by their "Revenue" or "Profit margin". However, this only works if the facts and figures are up to date. Therefore, there are jobs (for exam­ple, ABC_CLC or PSA_CLC_TRN_OVR_VAL) that cumulate the sales figures from the sales cases.

As a user with administration permissions, you can find the ABC Analysis of all Companies or Revenue summary of all Companies functions also under "My Company" if the job runs too rarely. You can also adjust the Business year here. See also: Requirements for an Analysis in sales.

Recalculation of the sales data of all sales cases (sales price) valid in the current business year for the respective customer. The existing sales data is overwritten. For companies that are structured, the values are then assigned to the individual company structures that are managed as customers in the sales case.

Automatically provides a customer ranking from the turnover of all transactions of the current busi­ness year and distributes it to the respective customer data records.

Capturing information about the external company that is of interest to the sales forecasts and sales trend, i.e. tracing and evaluating the genesis of a customer, marking and evaluating the attendee statuses from the lead production up to the customer. The lead life cycle consists of the status of the contact (lead) as well as data of the first cases up to the first delivery. The life cycle is initiated when the corresponding record (contact record, case) is first created.

You can configure the "Last communication" element. The search can be restricted to an activity with specific classifications (main classification such as sales, service, or any other classifications like request) or a particular type (appointment, phone call, etc.).

The default is the "customer communication" classification that is assigned live and by a job if the activity has specific characteristics.

The search condition for the "Last communication" cockpit element is adjusted for the item to exactly show the recent activity with its final status and start date in the past at the company that matches the types and classifications set in the configuration dialog.

The Action Panel can be configured by administrators and end users:

• For quickly creating objects, administrators can provide any functions for the action panel via Administra­tion/Tools/Cockpit/Action-Panel.
• As an end user, you can select and position up to four functions (of the ones specified by the adminis­tration) in the cockpit element configuration. If nothing is configured, the first four functions from the list are offered.

In the CRM standard, quick creation of the following objects is supported:

• Phone call (including a message)
• Task (for any person in charge)
• Quote (including a message).
• Trouble report (including a message)
• Message (internal communication)

If objects from the Action Panel are created in the company cockpit, the contact selection element is preset with the company, and the selection element for the Responsible or Message recipient with the company's employees.

For selecting companies, or restricting to them, the following is available:

• A company
• A filter
• The region

The control affects the following elements:

• Submitted quotes
• Submitted quotes in the business year
• Forecast
• Forecast per month
• Order entry in the business year
• Service calls per month
• Sales funnel