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AutoCount- Multi-Dimensional Analysis

Why Choose the AutoCount Multi-Dimensional Analysis Module for Business Reporting?

  Are you struggling to analyze your sales or purchase data effectively? Spending countless hours creating reports manually can significantly impact productivity and accuracy. This is where the AutoCount Multi-Dimensional Analysis Module shines. This powerful yet user-friendly tool enables you to generate customizable reports without the hassle of mastering Excel.

  Whether you are a business owner, manager, or finance professional, the AutoCount Multi-Dimensional Analysis Module allows you to analyze sales, purchases, and performance trends with ease. It combines the functionality of an Excel pivot table with seamless integration into your accounting system, making it the perfect solution for data-driven decision-making.

(CN) AutoCount Multi-Dimensional Analysis Module

This video provides a comprehensive understanding of the AutoCount Multi-Dimensional Analysis Module, detailing its features and how to customize reports like a pro.

What is the AutoCount Multi-Dimensional Analysis Module?

The AutoCount Multi-Dimensional Analysis Module is a comprehensive analytics tool that helps businesses gain valuable insights into their data. It includes the following modules and plugins:

Multi-Dimensional Sales Analysis

Analyze sales trends, track profitability, and monitor performance metrics.

Multi-Dimensional Purchase Analysis

Understand purchasing trends and evaluate supplier performance.

Advanced plugins add even more capabilities, including template-saving and UDF (user-defined field) analysis for detailed customization. With these tools, businesses can make data-driven decisions quickly and efficiently.

Step-by-Step Guide: How to Use the AutoCount Multi-Dimensional Analysis Module

1.Start with the Basics

  • Open the AutoCount Multi-Dimensional Analysis Module and navigate to Sales > Multi-Dimensional Sales Analysis.
  • Load the Default Layout to reset any previous configurations and avoid errors.

  • Remainder

    Always reload the layout before starting a new Multi-Dimensional Sales Analysis to ensure consistency and accuracy.

Sales Function

The Multi-Dimensional Sales Analysis focuses solely on sales-related functions and does not affect other modules like A/R(Accounts Receivable).

2. Set Up Your Key Parameters

  • Select Date Range: Define your analysis period, from months to multiple years.
  • Choose Document Types: Filter documents such as invoices, sales orders, or debit notes for precise analysis.

  • Date Range

    • Set your preferred date range by typing or selecting from the calendar. You can analyze data across multiple years without any limitations.

  • Document Type

    • Select the desired document type by clicking the available options. For example, if you want to view only sales orders, uncheck all others and select ‘Include Sales Order’.
    • You can adjust document options repeatedly, and they are limited to sales functions, excluding other modules. Options include Include Invoice, Debit Note, Cash Sale, Credit Note, Quotation, Sales Order, and Adv. Quotation.

3. Customize Your Data View

  • Use the module’s checkboxes to include key metrics .
  • Tick the “Exclude Post to G/L” option to focus on unposted documents.

Data Area

Select the data area by clicking the desired options (if needed). For example, to view profit by item or customer, tick ‘Show Local Profit’ or to analyze agents or items, ticking ‘Show Local Sub Total’ is sufficient.

4. Design Your Report Layout

  • Drag and drop fields into rows and columns to create a customized report.
  • Use the “Top Value Count” feature to display top-performing products, agents, or customers.

5. Export and Save Your Analysis

  • If you satisfied with your analysis, click ‘Hide Option’ to see clearly.
  • Click ‘Preview’ to preview your final report.
  • Save layouts for recurring analysis to save time and ensure consistency.
  • Export it to Excel, PDF, or other formats for further use.
OR

Strongly Suggested

  • Use Export function at above.

6.Their Different

  • If you need structured, professional-looking reports, especially for Excel, exporting from above is the better choice as it retains your customized formatting for easier review and sharing.

  • Export

    Advantages of Exporting via the Top Option:

    • The data exported from the top option is well-formatted based on the layout you customized in the module.
    • This ensures the exported file is tidy and structured, especially for Excel files, as it uses the specified format you set in the module.

    Comparison with Preview Export:
    • Data exported from the preview screen retains the preview layout and does not follow the structured format.
    • The top option provides a more professional and organized output, especially useful for reporting or further analysis.

Why Use the Top Export Option?

If you need structured, professional-looking reports, especially for Excel, exporting from above is the better choice as it retains your customized formatting for easier review and sharing. It saving time on manual adjustments and formatting in Excel or other tools.

Pro Tips for Maximizing the AutoCount Multi-Dimensional Analysis Module

1. Sorting and Top Value Features

  • This feature allows you to sort data and highlight the most important records.You can:

Find Top 10 Customers by
Revenue

Focus on your best customers to maintain strong relationships or upsell products.

Identify Low-Profit
Products

Highlight the 5 items with the smallest profit margins to reassess pricing or find ways to reduce costs.

  • Go to the "Set Sorting and Top Value Count" option.
  • Select what you want to sort (e.g., revenue, quantity).
  • Set the "Top Value Count" to choose how many results to display (e.g., top 10, top 5).

Sorting and Top Value Count

The "Set Sorting and Top Value Count" function allows you to sort and filter your data to focus on the most significant entries. Here's how it works:

  1. Top 10 Customers (Debtor Code):
    • Scenario: Analyze the top 10 customers by revenue or transactions.
    • Steps:
      • Set the sorting field to Local Sub-Total.
      • Set the Top Value Count to 10.
    • Result: Lists the top 10 customers based on the chosen metric.
  2. Top 3 Sales Agents:
    • Scenario: Identify the top 3 sales agents with the best performance.
    • Steps:
      • Set the sorting field to Local Sub-Total.
      • Set the Top Value Count to 3.
    • Result: Displays only the top 3 sales agents ranked by performance.
  3. Sorting By Sub-Total (Top 10 Largest Item Groups):
    • Scenario: Find the top 10 item groups based on their sub-total.
    • Steps:
      • Set the sorting field to Local Sub-Total.
      • Set the Top Value Count to 10.
    • Result: Displays the top 10 largest item groups based on their sub-total values.

Column Sort On

This specifies the field or parameter you want to sort by. Examples include:

  • Quantity: Sort items by their stock levels (smallest to largest or vice versa is smallest quantity field).
  • Sub-total: Sort by the total sales amount or transaction value.
  • Sales Agent: Sort by the sales performance of individual agents.
  • Debtor Code: Sort customers based on their codes or identifiers.

Column Top Value Count

This determines how many results to display from the sorted list. For example, if you set Top Value Count = 10, it will only show the top 10 results based on the chosen sort field.

Examples with Context:

  • Field = Item Brand, Sort on = Smallest Quantity, Top Value Count = 10:

    Display the top 10 item brands based on the highest sales figures (Local Sub Total), helping to identify which brands are performing well in sales. These are the brands that are selling the best, and focusing on these can help guide stock planning based on demand.

  • Field = Item Code, Sort on = Smallest Quantity, Top Value Count = 10:

    Display the 10 products that have high sales demand (since they are selling quickly) and low stock quantities, which helps in identifying items that are selling well but are running low on stock. This allows you to focus on restocking those best-selling products to meet demand.

  • Field =  Sales Agent, Sort on = Local Sub-Total, Top Value Count = 3:

    Display the 3 sales agents with the highest total sales, which would help identify your top-performing agents. The system would sort the agents based on their total sales and display the top 3.

  • Field =  Debtor Code, Sort on = Local Sub-Total, Top Value Count = 10:

    Display the top 10 customers who have the highest total sales (local sub-total). It ranks customers based on their purchasing volume or the total value of their orders.

Why This is Useful:

  • It allows you to focus on specific trends (e.g., best-selling items, top-performing staff, or low stock items).
  • Helps make data-driven decisions quickly, such as prioritizing inventory replenishment or rewarding top employees.

2. Analyze Pending Documents

  • Tick the “Exclude Post to G/L” option.
  • View pending documents, like sales orders or unposted invoices.
  • The “Exclude Post to G/L” function focuses only on unposted documents, like invoices or orders that aren’t finalized. This helps:
  • Ensure no pending transactions are missed.
  • Track incomplete orders or invoices before they’re officially recorded in accounts.

How to Use:

  • Tick the “Exclude Post to G/L” option.
  • View pending documents, like sales orders or unposted invoices.
MDA-12-exclude-post-to-gl-and-show-acc-location

Show Acc./Location Description

It for analyzes account descriptions and identifies the accounts they belong to.
Example : View asset disposals in account descriptions for sales of assets.

Key Benefits of the AutoCount Multi-Dimensional Analysis Module

  • Save Time with Automation

    Automate report generation and eliminate manual data handling.

  • Easy to Use

    The intuitive drag-and-drop interface makes it accessible for all users.

  • Fully Customizable

    Tailor reports to your specific business needs with advanced data filters and layouts.

  • Actionable Insights

    Identify trends, monitor profitability, and make informed decisions.

  • Seamless Integration

    Unlike Excel, the AutoCount Multi-Dimensional Analysis Module integrates directly with your accounting system for real-time data synchronization.

Advanced Plugins for the AutoCount Multi-Dimensional Analysis Module

For businesses with advanced requirements, the AutoCount Multi-Dimensional Analysis Module offers plugins that elevate its functionality. These include:

Multi-Dimensional POS Analysis-Advanced
Plugin

Enhance your retail analytics with detailed POS performance insights. It helps you to know your sales data in detail, including special fields you can customize for your business.

LEARN MORE

Multi-Dimensional Stock
Analysis Plugin

Optimize inventory management with in-depth stock tracking. It is process of analyzing stock data from multiple dimensions or perspectives to gain insights into stock performance, inventory management, and related metrics.


LEARN MORE
shop-sell-coffeeshop-sale

Multi-Dimensional Sales Analysis-Advanced
Plugin

Analyze sales trends, profitability, and performance with advanced customization, templates, and UDFs for deeper, efficient decision-making insights.

LEARN MORE

Why The AutoCount Multi-Dimensional Analysis Module Is Better Than Excel

Excel is a reliable tool, but the AutoCount Multi-Dimensional Analysis Module offers superior capabilities by integrating with accounting systems and providing advanced features for streamlined reporting and analytics.

  • Seamless Accounting Integration
  • Customizable Filtering Options
  • Comprehensive Document Options
  • Visualized Data Insights

  • Advanced Reporting Tools
  • User-Friendly Interface

Get Started with the AutoCount Multi-Dimensional Analysis Module

Don’t let inefficient reporting hold your business back. Upgrade to the AutoCount Multi-Dimensional Analysis Module and transform your analytics today.

• Contact us for a demo to see the module in action.

• Explore advanced plugins to unlock even more features.

Start making smarter, faster, and more informed business decisions with the AutoCount Multi-Dimensional Analysis Module.

Get Started Now!

Streamline Your Accounting Process

Find the Perfect Plan to Optimize Your Business Finances

Discover Plans

Conclusion

The AutoCount Multi-Dimensional Analysis Module is a game-changer for businesses looking to gain deeper insights into their operations. Its ability to integrate sales, inventory, and financial data into customizable reports offers unparalleled flexibility and precision. By streamlining reporting and enhancing decision-making, this tool empowers businesses to stay ahead in today’s competitive landscape.

FAQs

No, the core features of the AutoCount Multi-Dimensional Analysis Module are powerful enough for most businesses. Advanced plugins add functionality like UDF analysis and template-saving for more complex requirements.

Yes, you can easily export data to Excel, PDF, and other formats. Excel exports are formatted neatly for immediate use.

Absolutely! The intuitive design ensures that even first-time users can navigate the module with ease.

Yes, the module allows you to include or exclude unposted documents by enabling the “Exclude Post to G/L” option.

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