July 27, 2018
In today’s competitive landscape, businesses need fast, accurate and insightful data to make smart decisions. Meet Marketing India Pvt. Ltd., based in Ahmedabad, faced challenges in generating key performance reports due to heavy reliance on Excel and manual processes. Tracking agent-wise performance, comparing monthly sales, and analyzing stock aging were difficult and time-consuming. That’s when EasyReports BI stepped in with a powerful reporting solution tailored to their needs. In this blog, we will discuss how EasyReports BI transformed reporting for Meet Marketing.
Constraints Faced by them:
We have to use several excel formulas and sheets in order to find out our business performance on various parameters and even after that some of the reports were not possible to be prepared from our end. Agent wise reports, like Sales Report, Outstanding Report, Receipt Report, Missed Out Parties and Missed Out Product Reports were not available and due to which gauging of performance of Salespersons was not possible.
Month on month sales comparison for a specific time frame was not possible. Calculation of exact number of days for which inventory is lying with us was not possible. Top performing parties in terms of quantity and Value and that too agent wise was not possible.
Single platform for all reports was not available, all reports have to be prepared manually.
Solution by EasyReports:
- EasyReports BI was implemented at MEET MARKETING with major thrust on sales, debtors, inventory& misc. reports
- The EasyReports consulting team also suggested some additional reports that would be helpful for their business module
- We delivered the following key reports for their MIS purpose:
- Monthly Sales by Sales agent, stock group wise.
- Agent Wise Sales Comparison (YOY for the same month E.g. Dec. 2016 – Dec. 2015)
- Agent Wise Sales v/s Collection
- Agent Wise monthly exp.
- Agent Wise Party Wise Overdue. (Age wise)
- Top-Bottom report of overdue payment of all parties. (From Highest Amt. to Lowest Amt.)
- Stock Aging Analysis along with total no. of days for any inventory.
- Fastest & slowest stock movement
- Customer/Item activity
This is how EasyReports BI transformed reporting for Meet Marketing. From agent-wise sales and overdue reports to stock movement and customer activity tracking, EasyReports delivered all key MIS reports on a single platform. This transformation empowered their team with real-time visibility, improved decision-making, and enhanced overall business performance. EasyReports continues to be a reliable partner in Meet Marketing’s growth journey. For to know more visit our website www.easyreports.in