Scorecard Management Analysis

Exit

Click this button to close the Scorecard Management Analysis window.

Show Data

Click this button to display data on the Results tab based on the criteria selected on the Selection tab and the trend settings on the Trend Sensitivity tab.

Restore Defaults

Click this button to restore all the default settings in the Trend Sensitivity grid. This button is only available if you click the Trend Sensitivity tab.

Billing Customers

Click this button to select a billing customer and display trends for the customer in Scorecard Analysis. This button is only available if you select the Customer radio button, and click the Results tab.

Products

Click this button to select a product and display trends for the product in Scorecard Analysis. This button is only available if you select the Product radio button, and click the Results tab.

Suppliers

Click this button to select a supplier and display trends for the supplier in Scorecard Analysis. This button is only available if you select the Supplier radio button, and you click the Results tab.

Profit Type

Select whether to display customer, product, or supplier profitability data.

Profit Group Code

Enter a scorecard profit group code for which to display data, or click the Lookup button to select a scorecard profit group code. For information on setting up scorecard profit groups, see Scorecard Profit Group Maintenance. This field is only enabled if you select the Trend View radio button.

Name (Profit Group)

Enter a scorecard profit group name for which to display data, or click the Lookup button to select a scorecard profit group name. For information on setting up scorecard profit groups, see Scorecard Profit Group Maintenance. This field is only enabled if you select the Trend View radio button.

Time Frame

Select whether to display data for months or periods.

Summarize Results

Select this check box to only display summary data. This check box is selected by default. For detailed analysis, clear this check box.

Starting Month/Period

Enter the first month or period in a range of months or periods for which to display data, or click the Lookup button to select a month or period.

Year (Starting)

Click the Lookup button to select the first year in a range of years for which to display data.

Ending Month/Period

Enter the last month or period in a range of months or periods for which to display data, or click the Lookup button to select a month or period.

Year (Ending)

Click the Lookup button to select the last year in a range of years for which to display data.

Months/Periods per Column

Enter the number of months to display per column. This defaults to 1. This field is only available if you select the Trend View radio button.

Trend Sensitivity

This grid displays profit categories and subcategories and allows you to configure how trends are highlighted on the Results tab. You can set data to display in a color for both increasing and decreasing percentages to draw attention to important trends.

Scorecard

This grid displays the customer, product, or supplier scorecard based on the selected criteria. You can change settings on the Trend Sensitivity tab to highlight trends. You can also double-click data in a cell to display Scorecard Detail Inquiry, which allows you to view more detailed profitability data. You can change the display order of scorecard profit categories in Scorecard Profit Category Maintenance.

The Scorecard Revenue row displays totals for subcategories for which Revenue is entered as the profit subcategory type in Scorecard Profit Category Maintenance.

The Scorecard Profit row displays the total profit for all categories.

The Scorecard Profit Percent row displays the percentage of scorecard profit, which is equal to the Scorecard Profit row divided by the Scorecard Revenue row.

The Open Unresolved Chargebacks and Open Resolved Chargebacks rows display unresolved and resolved chargebacks for which a write-off, credit memo, or payment are not yet entered. These rows only are available in this grid if the Display open chargebacks on the scorecard check box is selected on the Accounts Receivable tab in Scorecard Control Maintenance.

Note You cannot graph data in this grid.