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Financial and Revenue Intelligence Toolkit

Understand your business performance with this finance & revenue toolkit.

Overview

Zuar’s Toolkit for Financial and Revenue Intelligence enables you to understand your overall business performance, how and where your business is growing this year, what strategic growth could look like in the future, and impact to your business.

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See How Financial and Revenue Intelligence Toolkit Works

  • YTD Growth Watch: where deep details about growth across key sectors of your business enable you to optimize how your organization operates.

  • Answer Key Business Questions ✅ What is YTD revenue now, plus YOY and MoM? ✅ What is current and forecasted revenue across business sectors? ✅ What customers are driving growth and which are at risk?

  • Answer MORE Key Business Questions! ✅ How the sales and orders from each customer are expected to change? ✅ What are the inventory stock levels, plus future projections? ✅ How much revenue is at risk from depleted stock levels?

  • Strategic Growth Forecast: where you can see the relationship between orders and revenue growth, and provide more accurate and data-driven sales forecasts to your leadership.

  • Monitor and Improve KPIs ✅ Revenue YTD ($) ✅ Change in Revenue Over Prior Period (%) ✅ Change in Sales ($ and %) ✅ Change in Orders (PO Count and %) ✅ Change in Average Order Size ($/PO and %) ✅ Change in Order Frequency (Days Between Orders)

  • Monitor and Improve MORE KPIs! ✅ Current Inventory in Units ✅ Replenishment Rate in Units/Month ✅ Sales Forecast in Units/Month ✅ Revenue at Risk Due to Stock Shortages ✅ Projected Ending Supply and Balance Over Time ✅ Months of Stock at Current ROS

  • Inventory Supply Planner: where you can make sure that inventory stock levels will enable your revenue goals.

Zuar built this toolkit from their experience with CPG and Retail customers. Connect with them to learn more about their industry-specific services. -- Required Data Attributes -- Strategic Forecast Summary: Order detail, detail for the last 12 months + Opportunity detail for the next 12 months • Date (date) • Customer (string) • Account Manager (string) • Channel (string) • Region (string) • Order ID (string) • Record Type (Order or Opportunity) (string) • Days Since Last Order (int) • Sales Total (from Orders) (currency) • Sales Forecasted (from Opportunities) (currency) YTD Growth Watch: Order detail, starting from the beginning of the prior year. • Date (date) • Customer (string) • Channel (string) • Account Manager (string) • Region (string) • Product Line (string) • Product Name (string) • Sales Total (Dollars) Inventory Planning • Product Line (string) • Product Name (string) • Product ID (string) • Quantity on Hand (int) • Price (currency) • Stock Par Max (Units) (int) • Stock Par Min (Units) (int) • Date (date) • Item Quantity Forecasted (Units) (int) • Replenish Quantity Expected (Units) (int)

Categories

Business Needs
Analytics
Sales Intelligence
Dashboards & Reports
Industries
Horizontal Product
Financial Services
Personas
Business User
Data Analyst
Data Professional

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