MITS Distributor Analytics

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1 Product Datasheet For TrulinX Users MITS Distributor Analytics A powerful combination of reporting features MITS Distributor Analytics gives you a competitive edge when it comes to making decisions that impact sales, inventory, accounts receivable, purchasing, and more. Start from scratch to build custom reports to your own specifications. Or, get a jumpstart on reporting and analysis with a set of standard dashboards, scorecards, and hundreds of interactive reports specifically designed to answer the most common distributor questions. Custom analytical reporting Create, save, and share strategic analytical reports and charts highlighting trends and anomalies across time using the existing data in your business systems Standard analytical reports, dashboards and scorecards Get 200+ standard and customizable reports that answer common distributor questions in sales, inventory, accounts receivable, and purchasing Custom operational reporting Generate ad hoc operational reports showing detailed transactions, lists, and summaries of information in your business systems Custom dashboards & scorecards View performance at-a-glance with a range of key metrics and report summaries on a single dashboard. Or create scorecards for a specific entity, such as a customer, product line, sales rep, or branch From intuition to informed decision With increasing competition, shrinking margins, and constantly changing market conditions in the wholesale distribution industry, empowering staff at every level to make better decisions with the right information at the right time is essential. The data is buried in your Enterprise Resource Planning (ERP) and other business systems, you just need a way to access it without burdening IT to run a report, or wrestling with Microsoft Excel. MITS Distributor Analytics, a flexible interactive reporting and analytics software solution, is designed to give executives and other non-technical users desktop and mobile access to company data through two reporting tools and hundreds of reports, dashboards, and scorecards. By making it easy to identify root causes, trends, and opportunities, MITS Distributor Analytics gives you the answers needed to make informed decisions, raising performance to a whole new level across your organization mits.com

2 Single reporting solution, comprehensive benefits Comprehensive reporting solution Give your staff an easy-to-use tool and framework for accessing, analyzing, and reporting on business data Establish one version of the truth Get everyone on the same page with a consistent data set and single solution for reporting and analytics Secure and in control Control who has access to what information even down to a specific data field or set of data in a report with role-based access control No data left behind Access data from your ERP, other operational business systems, and Microsoft Excel Designed for distributors Free up IT Automate routine reports and let your staff create their own, without slowing down your production database Drive adoption Roll-out in weeks, access unlimited training, and get your team excited about reporting and analytics with an intuitive, familiar interface We ve been helping distributors use the data in their systems to make better decisions since From the kind of reports you run to the data in them, MITS Distributor Analytics gives you the answers and insight you need to take action. Data Sources The data in your Enterprise Resource Planning (ERP) system populates your MITS Distributor Analytics data warehouse on a schedule that works for your business. You can also access the data in common databases and Microsoft Excel. MITS Distributor Analytics can help you: Better manage your inventory Easily find areas where stock is being quickly depleted or growing unchecked with inventory on-hand analysis Track sales action Track margin, sales, and unit trends over to time to make better purchasing, promotion, and staffing decisions Closely watch your most important asset Optimize your inventory by sorting products into groups to locate where you are making a good return on investment and where resources could be better allocated Maximize vendor performance Evaluate vendor fill rates, errors, and on time delivery with vendor performance analysis If you are a TrulinX user, contact Tribute Sales for more information: TRIBUTE ext. 287 Accessibility from anywhere, on any device MITS Distributor Analytics is 100% Web browser-based, making it easy to run and view reports from your desktop, tablet, or smartphone. With real-time facts and trends at their fingertips, your staff will have the intelligence they need to make the most informed decisions during customer meetings and vendor negotiations. About MITS MITS helps hundreds of distributors and manufacturers leverage the data in their ERP and other business systems to make better decisions, every day and at every level of their organization. Established in 1996, MITS interactive reporting and business intelligence software combines industry best practices with the flexibility to meet the unique needs of every customer. From standard to custom reports, dashboards and scorecards, MITS drives sales growth, profitability, and operational efficiency for competitive advantage. MITS Discover (analytical report tool) MITS Report (operational report tool) 200+ Customizable Reports, Dashboards, Scorecards Complete Data Security Unlimited Online Training MITS 801 Second Avenue, Suite 1210 Seattle, WA Main Toll-Free Fax mits.com NOTE: MITS Report is not available for all ERPs. Contact MITS for specific details. Copyright Management Information Tools, Inc The MITS logo is a trademark of Management Information Tools, Inc. All other trademarks are the property of their respective owner. 13.MDA.DS.TRU.002

3 MITS Report Datasheet For TrulinX Users Operational Reporting With MITS Report Empower users to create ad hoc reports Free up your IT team by giving users a web-based tool for generating their own ad hoc reports. Even if they don t know exactly what they are looking for, MITS Report empowers users to build any sort of report they need using the information that already resides in your business systems. Designed to give users direct access to detailed transactional data, MITS Report lets users build reports from the bottom up, selecting and filtering data sets, creating on the fly calculations, and massaging the data until they find exactly what they need. Summarizing and publishing those reports via exports, s, or in common libraries allows users to get back to work and let MITS Report handle the routine job of report distribution to the right people at the right time. Customer and vendor lists, invoices issued for one product or to a specific customer, journal entries over a set time period: these are just a few examples of the kinds of reports you can generate. Users simply chose the data source, select the fields, and a report is created in seconds no special language or database knowledge required. Query results can be explored interactively with report sorting, filtering, totaling, averaging, and other features. MITS Report s features include: Expedite time to report Empower end users to explore the data in business systems with a single, easy to use reporting tool, freeing up IT and reducing the time to run, and start using, critical operational reports Built-in security Protect report data from unauthorized access with rollbased access control down to the row and column level Summarize and trend Create ad hoc summary and trending reports using any data set in your system with totaling, averaging, and filtering features Eliminate the wait Get speed and performance by reporting off of cached data sources (versus cumbersome production systems), updated on a schedule or on demand Multiple data sources Build ad hoc reports using any data field in your ERP or business software, as well as common databases and even Microsoft Excel Customize on the fly Filter, sort, add/remove columns, and more while creating new reports or modifying existing reports in your library Explode and explore Expand summarized reports with a click to explore underlying detailed transactions and information Report automation Create and share (including export to Adobe PDF and Microsoft Excel) operational reports on demand or automate report creation and distribution using built in features mits.com

4 Create detailed lists and summaries using any data field in your ERP, including: n Customers n Cash n Payroll n Vendors data receipts n Journal entries shipments n Warehouse n Employees n Commission Data Sources The data in your Enterprise Resource Planning (ERP) system populates your MITS Distributor Analytics data warehouse on a schedule that works for your business. You can also access the data in common databases and Microsoft Excel. If you are a TrulinX user, contact Tribute Sales for more information: TRIBUTE ext. 287 About MITS MITS Discover MITS Report (analytical report tool) (operational report tool) 200+ Customizable Reports, Dashboards, Scorecards Centralized Administration NOTE: MITS Report is not available for all ERPs. Contact MITS for specific details. Unlimited Online Training MITS helps hundreds of distributors and manufacturers leverage the data in their ERP and other business systems to make better decisions, every day and at every level of their organization. Established in 1996, MITS interactive reporting and business intelligence software combines industry best practices with the flexibility to meet the unique needs of every customer. From standard to custom reports, dashboards and scorecards, MITS drives sales growth, profitability, and operational efficiency for competitive advantage. MITS 801 Second Avenue, Suite 1210 Seattle, WA Main Toll-Free Fax mits.com Copyright Management Information Tools, Inc The MITS logo is a trademark of Management Information Tools, Inc. All other trademarks are the property of their respective owner. 13.MR.DS.TRU.002

5 MITS Discover Datasheet For TrulinX Users Analytical Reporting With MITS Discover Strategic insight into company performance Take the guesswork out of decision making with strategic insight into the data in your Enterprise Resource Planning (ERP) and other business systems. MITS Discover presents a summarized view of your data through reports, charts, dashboards, and scorecards, making it easy to compare business metrics across time periods without waiting for IT or finance to configure and run a report. Designed for non-technical users, MITS Discover doesn t require the use of special query language or database expertise. With a summarized view of historical sales, accounts receivable, inventory, purchasing and other metrics at their fingertips, users can drill down into areas of interest, identify trends and performance anomalies, sort and filter to get just the information needed, and save and distribute reports using a comprehensive set of interactive features. MITS Discover features include: Drill down Go from report and dashboard summary view to root cause with ease using interactive drill down capabilities Sort and filter Use built in dynamic filtering, clipping, and sorting features to get only the information you need, in the order you want to see it Visualize and share Visually compare, analyze, predict with interactive charting, and export reports to Microsoft Excel and Adobe PDF Stay secure Use role-based access control to manage who has access to what information, including restricting access to a specific data field or set of data in a report Identify trends Instantly group transactions by time periods to compare critical metrics, identify trends, or spot performance anomalies Configure reports Point, click, and pull down to choose data sources, select columns of information, and specify levels of detail, sorting, and totaling Automate distribution Run reports and charts on demand or automate report creation and distribution, using built in features and security Summarize performance metrics Track key performance metrics at-a-glance, in numeric, chart, or traffic light format with standard and custom dashboards and scorecards Get a jumpstart on analytical reporting MITS Distributor Analytics comes with hundreds of standard reports, dashboards and scorecards that can be accessed and customized using MITS Discover. This bundle of pre-formatted content is designed to answer common distributor questions. Accessible: Reports and dashboards are available the minute your installation is complete Intuitive: Reports reflects the terminology and structure of your ERP and other business systems Interactive: Content can be interactively explored and easily modified by users that have had just a few minutes of training mits.com

6 Data Sources The data in your Enterprise Resource Planning (ERP) system populates your MITS Distributor Analytics data warehouse on a schedule that works for your business. You can also access the data in common databases and Microsoft Excel. An Executive Dashboard provides a snapshot of key performance indicators in sales, accounts receivable, inventory, purchasing and other areas important to your business. Analytical reporting with MITS Discover can help you: n Improve profitability Visibility into the margin breakdown for individual customers, products, product lines, warehouses, and other attributes allows sales staff to focus on retaining your most profitable customers and product lines. n Maintain the right investment in inventory Inventory is probably the largest asset you have. Use the data in your systems to maintain the right stocking levels, eliminate items that don t sell to improve ROI, and increase profitable items that are selling. n Keep accounts receivable in line Identify accounts receivable issues before they become a real problem. If a salesperson thinks receivables are too high, consider the risk of non-payment if you sell more to that customer. n Increase sales Easily spot customers experiencing declining sales, drill down to analyze why, and develop strategies to mitigate the decline, such as better pricing terms for increased volume or resolving product issues. n Eliminate stock outs Supply not keeping up with demand? Eliminate stock outs by examining purchasing and sales trends to predict when demand will be greatest and adjusting supply accordingly. up order fulfillment Analyzing turns data helps you arrange your warehouse so that high turn items are the most easily accessible. Save your pickers time and increase customer satisfaction with faster order fulfillment. MITS Report (analytical report tool) (operational report tool) TRIBUTE ext. 287 n Speed MITS Discover If you are a TrulinX user, contact Tribute Sales for more information: 200+ Customizable Reports, Dashboards, Scorecards Complete Data Security Unlimited Online Training About MITS MITS helps hundreds of distributors and manufacturers leverage the data in their ERP and other business systems to make better decisions, every day and at every level of their organization. Established in 1996, MITS interactive reporting and business intelligence software combines industry best practices with the flexibility to meet the unique needs of every customer. From standard to custom reports, dashboards and scorecards, MITS drives sales growth, profitability, and operational efficiency for competitive advantage. MITS 801 Second Avenue, Suite 1210 Seattle, WA Main Toll-Free Fax mits.com NOTE: MITS Report is note available for all ERPS. Contact MITS for specific details. Copyright Management Information Tools, Inc The MITS logo is a trademark of Management Information Tools, Inc. All other trademarks are the property of their respective owner. 13.MD.DS.TRU.002

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