PAM Features
PAM has cutting-edge features not ordinarily found in Excel reporting tools…
More features added to improve your Excel Reporting experience
The Performance Analysis Manager (PAM) is more than just a regular Excel reporting tool. It provides the data analysis you need to manage your business more efficiently and effectively.
In addition to the standard features normally found in other Excel reporting tools, PAM includes several new and innovative features such as an Automated Performance Summary and an EOY Quota Achievement Advisor just to name a couple.
PAM can be easily controlled via the user-friendly Setup control panel. Calendar years can be switched to Fiscal years in just one click by selecting a starting month other than January. Number display settings are controlled via dropdowns.
PAM gives complete control over the way numbers are illustrated and displayed. The primary and secondary categories as well as the actual and quota field names can be renamed to match company preferences.
- PAM Excel Reporting Feature Matrix
Enter Data Once
PAM’s ‘Enter Data Once’ technology makes data consistent across all of the modules in the Excel reporting tool. Data will be organized, analyzed and delivered more accurately than previously possible with individually updated spreadsheets. Manually entered data is prone to typos and other miscalculations which can result in inaccurate reports.
Number Formatting
PAM can be illustrated as a regular number or as a currency. The currency symbols currently available are the US Dollar, Euro, Pound, Yen, Rupee and a generic currency symbol.
First Day of the Week
PAM can be configured with Sunday or Monday as the first day of the week. The reports will automatically be updated to reflect the selection.
Calendar Types
PAM can be configured to use a standard calendar year or a fiscal year starting with a month other than January. If a fiscal year is selected, a ‘FY’ prefix will be automatically appended to the year.
Number Illustration
Numbers can be illustrated from ones to trillions and rounded from the millionths place to the trillions place.
Color-Coded Status Indicators
Color coded status indicators identify quota achievement and quota shortfalls by illustrating cells in green if surpassing quota or red if failing to reach quota.
Dropdowns & Fields
Dropdown & field titles entered on the Setup contro panel are automatically updated on all of the reports in PAM. The Primary and Secondary dropdown lists are auto-filled from the categories and products listed on the actual tab.
Variance Analysis
PAM provides Daily, Weekly, Monthly, Average, YTD & EOY variance analysis.
Quota Achievement %
PAM shows the daily, weekly, monthly, YTD & EOY quota achievement percentage.
Growth / Decline %
PAM provides DoD% (Day over Day), WoW% (Week over Week), MoM% (Month over Month), QoQ% (Quarter over Quarter) & YoY% (Year over Year) growth or decline.
Above / Below Quota
PAM provides a comprehensive breakdown of the days, weeks, months & quarters above or below the quota.
Average to Achieve EOY Quota
Most analysis tools provide averages based on historical data. In addition to YTD averages, PAM determines the average daily, weekly and monthly average needed to meet the EOY quota by utilizing advanced calculations.
EOY Quota Achievement Advisor
The EOY Quota Achievement Advisor utilizes monthly historical data and monthly quota achievement expectations to forecast the potential likehood of achieving the EOY Quota.
Dynamic Comparison & Trending Charts
Dynamic Comparison & Trending Charts are automatically generated. Daily, weekly, monthly, quarterly and annual charts are based on the date and category/product combination selected.
Automated Performance Summary
A dynamically generated text-based summary providing a high-level overview of the product(s) selected in the analyzer tools.
