Reports by industries & positions

Charisma Analyzer

Charisma Analyzer
Start a new dialog with your data
The solution is adapted to any type of data
It delivers integrated reports no matter the source (either internal or external) or the type of data

The integrated reporting covers the entire decision flow

It suits operational employees, managers or top management

Efficient tracking of the business covering all dimensions

Sales, financial, support, manufacturing, partner relationship

Charisma Analyzer
What recommends us?
+ 100 implementations in companies in all industries & positions
Retail, distribution, manufacturing, constructions, services, medical Sales, accounting, financial, human resources, supply chain

High quality
Fast data delivery, easy-to-use interface & fast connection to all sources of data

Seamless integration with TotalSofts suite of solutions

Charisma ERP, Charisma HCM, Charisma Medical Software, Business Applications, Primavera, ACOLLADA (Software development)

Charisma Analyzer
Reports by industries and positions
Leasing
Retail & distribution Manufacturing Medical Oil & Gas Human Resources

Supply chain
Sales Financial & accounting

Charisma Analyzer
Leasing

Leasing
New business, outstanding, overdue

New business, outstanding, overdue

Multiple perspective over the evolution of types o contracts with considerable changes types of items, industries, sales agents, geographical regions, rating etc.

Leasing
New business, outstanding, overdue

New business, outstanding, overdue

Multiple perspective over the evolution of types o contracts with considerable changes types of items, industries, sales agents, geographical regions, rating etc.

Leasing
New business, outstanding, overdue

New business, outstanding, overdue

Evolutions of type of industries included in the analysis

Leasing
New business, outstanding, overdue

New business, outstanding, overdue

Evolutions of type of contracts according to ratings

Leasing
New business, outstanding, overdue

New business on sales agents

Evolutions of contracts on type of businesses and sales agents

Leasing
New business, outstanding, overdue

New contracts on business segments

Evolutions of contracts on types of businesses and sales agents

Charisma Analyzer
Retail & distribution

Retail & Distribution

Sales on geographical regions & counties

Sales on geographical regions & counties

Sales are grouped according to item categories Dynamic reports by selecting one region, only items belonging to that region will be displayed

Retail & Distribution

Fiscal receipts for a determined period

Fiscal receipts for a determined period

The number of fiscal receipts is divided into week days, months or individual days The number of fiscal receipts is highlighted on stores for a certain threshold they are red, over the threshold they are green

Retail & Distribution

Fiscal receipts for a determined period

Number of fiscal receipts on stores and days

Retail & Distribution

Sales on item categories and geographical regions

Sales on item categories and geographical regions

Sales on counties and profitability rates are displayed on the map The sale is indicated by the size of the circle, while the profitability rate is indicated by the color under a certain threshold the profitability rate is red

Retail & Distribution

Sales and margins on item subcategories

Sales and margins on item subcategories

The profitability is highlighted with different colors The report shows the evolution of the sales on years & highlights the trends

Retail & Distribution

Sales and margins on item subcategories

Sales and margins on item subcategories

The graph shows immediately the most profitable products and the ones with the lowest sales

Retail & Distribution

Pareto analysis

Pareto analysis
Analysis on items and brands the analysis highlights the 20% of the items that incur an 80% profit for the company

Retail & Distribution

,,What if? analysis

What If?
Dynamic analysis scenarios can be created with 3 variables (unit price, cost & quantity) users can analyze the impact of the price decreases over margins and revenues

Retail & Distribution

Items sold top

Top 10 sold items

Retail & Distribution

Sales vs. target analysis

Sales vs. target analysis

Company or detailed level, here sales agents.

Retail & Distribution

Sales indicators monitoring

KPI monitoring
Dynamic analysis of the most profitable indicators for each store out of stock, shelf void, on shelf avalibility, share of market etc. Indicators can be individually selected by each user according to the depth of the analysis

Retail & Distribution

Impact of promotions

Impact of promotions
The graph shows a comparative analysis between 3 stages of the companies sales before promotions, during promotion & post-promotion Filter by geographical area and promoted items

Retail & Distribution

Planogram performance

Items best sold according to planogram

The report shows the commercial status of different types of items the way they are distributed in the planogram and according to their history

Charisma Analyzer
Manufacturing

Manufacturing
Qualitative indicators of the manufacturing flow

Qualitative indicators of the manufacturing flow

The report shows the analysis of orders in progress on the available machines at a certain date Time allocated to equipment preparation, functioning, downtime, operating speed

Manufacturing
Analysis of production bottlenecks on geographical units

Manufacturing quality
In dashboard, users can pick analysis on each type of equipment available on the preferred location The results cover the manufacturing period, number and types of errors

Charisma Analyzer
Medical

Medical
Medical units profitability analysis

Medical units profitability analysis by market

Managers can see the profitability sources for each medical unit according to their geographical location Outs on specialization & profit, and the impact & cost of the promotions

Medical
Share and costs associated with all diseases

Share and costs associated with all diseases

The information included percentage of costs/diseases, distribution of diseases/patients, costs atrase associated with diseases/patients, age selector for additional investigations. The information is useful for managers and medical services insurers.

Medical
Patient location according to age and postal code

Patient localization on the map

The report segments all patients according to specific criteria & medical supervision period

Medical
Management of patient cycle time

Waiting time at reception, investigation room, check-out

The report shows the improvement of the patient cycle time on each stage of their flow within the medical unit

Medical
Appointments Management

Trend for a dentists appointments and patients profile

These information help managers make better decisions in areas that deserve promotion for patient flow equilibration

Charisma Analyzer
Oil & Gas

Oil & Gas

Manufacturing areas performance

Analysis of the manufacturing history by units

Oil & Gas

Upstream

Upstream
The report allows the allocation of resources, manufacturing capacity and an overview of the available resources

Oil & Gas

Cross-stream

Cross-stream
This report integrates various types of data location of drilling wells, tectonic activity in the area, the cost associated with installations, operating depth, unproductive days

Oil & Gas

Raportare macro

Report on installations on locations or drilling trends

Charisma Analyzer
Human Resources

Human Resources
Workforce planning

The report allows you to make presumptive scenarios and impact analysis on the number of employees who are under a particular retirement target
Profiles at the bottom of the company provide a complementary perspective: distribution of employees on departments according to similar activities

Human Resources
Staff analysis

Staff analysis can now be achieved through a single report that captures the dynamic global trends of personal information, with option for further analysis by department and time intervals according to changes in position, employment or business interruption
Performance KPI: employee categories (manager, executive, auxiliary) or leaves

Human Resources
Succession planning

Visual analysis helps to identify risk areas where you can lose a significant number of employees. The report displays all groups of employees in the company according to age and number: very few groups who have targeted elderly members to develop succession plans and so to reduce the risk of the positions occupied

Charisma Analyzer
Supply chain

Supply chain
Routes and logistics

Routes and logistics

When selecting a town, the available route is highlighted, as well as the weather forecast for the area It displays distances between supply centers and business locations

Supply chain
Available merchandise

Available merchandise in each location

Integrated view of all products according to their availability In addition, it includes QOH and sales by region forecasts

Supply chain
KPI forecasts

KPI forecasts
Multiple modeling methods can be defined agressive, deterministic, cost optimization etc.

Supply chain
Performance indicators

Advanced performance indicators

Various type of indicators can be group in one dashboard sales, geographical information, YoY evolutions and comparisons with pre-established thresholds etc.

Supply chain
Turn time

Turn time
The report shows the number of days required to complete a certain stage of the production and the volume that was processed and the equivalent percentage

Charisma Analyzer
Sales

Sales
What If? analysis

What if analysis?
The report includes different remuneration scenarios according to sales trends and performance of the sales agents. Users can change mix components such as compensation value, estimated sales quota and commissions.

Sales
Sales and sales agents performance

Commercial performance indicators

The report shows the companys current status on different components - % of sales achieved out of the total, individual performances of the sales agents (have/havent reached the afferent quotas), regional distribution of sales.

Sales
Performance and sales pipeline analysis

Evolution of sales on regions and items

Every user can access the types of items he/she is responsible for and can consult the history of their trends Total sales are then divided into geographical regions and periods (weeks)

Sales
Sales volume on dimensions

Dimensions (weeks, semester) on groups or individual

Charisma Analyzer
Finacial & accounting

Financial & accounting

Balance sheet

Balance sheet
Report configurable on dimensions included in the balance sheet, with the possibility to consult the budgeted vs. planned areas, information reported in multiple currencies and locations (holding, Company1, Company2 etc.)

Financial & accounting

Cash flow

Cash Flow
The information reported can be consulted in many currencies configured in the system., while their separation is done for each entity of the organization. Users can compare actual vs. budgeted.

Financial & accounting

Economic-financial indicators

Mixed indicators
Dynamic graph evolution on configurable periods of time and evolution of indicators after selecting specific dimensions

TotalSoft Headquarters
Global City Business Park, Building O2, 8th Floor, Bucharest, Romania

T: +4021 335 1709 F: +4021 335 1712 marketing@totalsoft.ro www.charisma.ro ; www.totalsoft.ro