Reports on industries and positions in Charisma Analyzer

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Reports by industries positions Charisma
Analyzer
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Charisma 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
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Charisma 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)
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Charisma Analyzer Reports by industries and
positions
Leasing Retail distribution Manufacturing Med
ical Oil Gas
Human Resources Supply chain Sales Financial
accounting
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Charisma Analyzer Leasing
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Leasing
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.

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Leasing
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.

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Leasing
New business, outstanding, overdue

• New business, outstanding, overdue
• Evolutions of type of industries included in the
  analysis

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Leasing
New business, outstanding, overdue

• New business, outstanding, overdue
• Evolutions of type of contracts according to
  ratings

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Leasing
New business, outstanding, overdue

• New business on sales agents
• Evolutions of contracts on type of businesses
  and sales agents

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Leasing
New business, outstanding, overdue

• New contracts on business segments
• Evolutions of contracts on types of businesses
  and sales agents

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Charisma Analyzer Retail distribution
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Retail 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

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Retail 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

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Retail Distribution
Fiscal receipts for a determined period

• Number of fiscal receipts on stores and days

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Retail 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

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Retail 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

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Retail 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

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Retail 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

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Retail 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

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Retail Distribution
Items sold top

• Top 10 sold items

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Retail Distribution
Sales vs. target analysis

• Sales vs. target analysis
• Company or detailed level, here sales agents.

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Retail 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

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Retail 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

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Retail 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

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Charisma Analyzer Manufacturing
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Manufacturing
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

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Manufacturing
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

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Charisma Analyzer Medical
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Medical
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

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Medical
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.

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Medical
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

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Medical
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

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Medical
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

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Charisma Analyzer Oil Gas
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Oil Gas
Manufacturing areas performance

• Analysis of the manufacturing history by units

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Oil Gas
Upstream

• Upstream
• The report allows the allocation of resources,
  manufacturing capacity and an overview of the
  available resources

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Oil 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

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Oil Gas
Raportare macro

• Report on installations on locations or drilling
  trends

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Charisma Analyzer Human Resources
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Human 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

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Human 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

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Human 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

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Charisma Analyzer Supply chain
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Supply 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

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Supply 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

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Supply chain
KPI forecasts

• KPI forecasts
• Multiple modeling methods can be defined
  agressive, deterministic, cost optimization etc.

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Supply 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.

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Supply 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

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Charisma Analyzer Sales
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Sales
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.

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Sales
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.

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Sales
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)

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Sales
Sales volume on dimensions

• Dimensions (weeks, semester) on groups or
  individual

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Charisma Analyzer Finacial accounting
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Financial 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.)

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Financial 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.

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Financial accounting
Economic-financial indicators

• Mixed indicators
• Dynamic graph evolution on configurable periods
  of time and evolution of indicators after
  selecting specific dimensions

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ft.ro www.charisma.ro www.totalsoft.ro
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