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Imler's Poultry automates monthly salesperson budgeting process Imler’s Poultry automates monthly Salesperson budgeting process Company Overview: Established in 1903, Imler's Poultry is headquartered in Altoona, Pennsylvania. The company services both retail and foodservice customers throughout the Eastern United States. Imler's customer base includes many National Accounts and their customers are serviced through Imler's privately owned transportation company. The products offered by Imler's have expanded from a few dozen items in the beginning to thousands of items today. Each product is officially inspected and approved. The production of our products is based solely on the highest quality possible with the assurance of competitive pricing. This has become a major part of our tradition. Now, the active role and continuation of the family commitments and traditions are in the hands of the 4th, 5th, and 6th generations. This is proof of the loyalty the Imler family has to their heritage and their founders by continuing to be dedicated to consistently serving their customers. Issue to Address: Each salesperson is tasked with a specific annual budget of Lbs Sold, Sales Dollars, and Gross Profit. These budget numbers are further broken down by Classes of product (Beef, Chicken, Seafood, Turkey etc.), and by Month of the year. For instance, the budget percentage for Turkey in November, (Thanksgiving) is higher than the other 11 months. These budget numbers were manually entered in an Excel spreadsheet. After determining the budget numbers for each salesperson, per class, per month, the actual sales numbers had to be determined, cut and pasted into the spreadsheet. Then the calculations (Over/Under Budget) determined, and finally the individual spreadsheets distributed to each of the salespersons, as well as a corporate rollup for management. This process took many hours at the end of the month to be calculated, and more importantly each salesperson had to keep “crib sheets” to keep track of where they were at compared to budget during the course of the month. The Challenge: The solution had to be twofold. First automate the entire process to (1) free up personnel who were manually collecting and organizing the sales and budget data and (2) eliminate human error. Secondly, to shorten the “Turnaround” times to supply everyone with fresh, actionable data. The Solution: Empower created a control panel where the annual budget numbers were setup once for each class and salesperson for the entire year, along with the monthly percentages for each. Then we created a Cube (Data Warehouse) that automatically re-calculated the current results DAILY, and allowed the Budget and actual numbers to be retrieved by salesperson, class, Year, Quarter, Month, Day, or ANY combination of them, using Excel 2007 pivot services as the viewer. Next we created a Reporting Services Report that used the data warehouse as the data source, and at the end of each week PUSHED their “Budget Report” via email to each of the salespersons, showing their current budget vs. actual numbers. In addition each salesperson has access to run their own report on a daily basis, allowing them to track their sales vs. budget daily, thus allowing them to react in a timely basis. The Results: Since each salesperson can run their report on a daily basis they are able to proactively manage and meet their sales targets during the course of the month. Each salesperson has commented they now have a much better picture of their sales progress. Management who has the additional option of viewing individual salespersons results or a rollup of the entire sales force also can proactively manage each salesperson’s progress on a daily basis. Microsoft technology used: Microsoft Dynamics GP
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EMPOWER Business Solutions |