CleverQ software empowers integration of multiple data sources and delivers simplified business intelligence into easy-to-understand dashboards, scorecards & reports. Built-in data extractors facilitate collaboration of data from multiple QuickBooks files & reports, Excel spreadsheets, the World Wide Web, & ODBC compliant data bases.
CleverQ goes beyond typical dashboard software. Whereas other applications simply plot data in graphical format and can do simple math in “calculated fields”, CleverQ is different. With the power of the Analytics Calculation Engine, CleverQ formulates nearly any metric desired. Included are a comprehensive set of analytics tools which enables creation of extensive complex formulas. Calculate formulas on nested formulas; use the results of calculated fields in other formulas, or use forecasted data for budgeting and planning. CleverQ gives you the most advanced analytics tools available. Additionally, CleverQ provides insight into business with predictive analytics. Seasonal trend analysis calculates seasonality trends from any historical monthly data. Advance forecasting tools produce seasonally adjusted forecasts using best fit synopsis. Forecasted data (e.g., forecasted COGS) can further be used to calculate other metrics such as desired inventory levels. Normalize or seasonally adjust and data to further simplify or use in benchmarking.
CleverQ further identifies problem KPI (Key Performance Indicators) quickly with Business Alerts like colored ranges, desired ranges, emoticons, benchmarking and filtered reporting. Visual graphs and gauges help make monitoring performance as easy viewing the dashboard of a car. Drill down on gauges to see graphs, identify trends, view data, and export if wished for further analysis.
Respond to changes in near real time. At-A-Glance monitor; expense ratios, employee performance, inventory analysis, forecasting, business trends and other metrics which can’t be found in QuickBooks and aren’t provided by accountants. CleverQ saves wasted time of building countless spreadsheets by automating dashboards, scorecards & reports. Compare actual data with budget or forecasted data. View filterable dashboards with filterable indicators by account, Item, Rep, Customer, Vendor, Employee, Class, or any other defined filter.
Securely share data that can be accessed and analyzed by the organization. User permissions ensure the right people see the right information. Eliminate the need for multiple user access to QuickBooks.
CleverQ Advice Facilitator provides a built-in intranet to your share proprietary business intelligence with the end user at a click of the mouse. Define your tips & training, and the Advice Facilitator returns conditional advice to the user when a performance indicator is running in the high, medium, or low range. CleverQ provides the means to share collaborated business advice on demand.
Most mid to large companies spend tens of thousands and take months to develop a business intelligence platform with other applications. CleverQ delivers more for a fraction of the price and without demanding IT resources. CleverQ support staff can help install and connect to your CleverQ to QuickBooks in ½ hour ready for use with a predefined set of financial indicators. Develop and deliver your own complete Business Intelligence and performance strategy in a matter of days or weeks - Not Months. Sign up to let CleverQ provide insight into your business.
Below are some examples of widely used business metrics:
Inventory Metrics:
• Inventory Analysis by Item, product group or totals
• (SAR) Seasonally Adjusted Rates for any data
• Days Inventory on Hand (SAR)
• Gross Margins
• Turnover
• Return on Assets (Margin*Turnover)
• Actual vs. Forecasted Inventory
• Actual vs. Forecasted Sales
• Sales Trends by Inventory type or product
• Gross Margin after direct costs
• Inventory Equity
Employee performance metrics:
• Employee Commissions
• Employee Sales
• Employee Burden Rate
• Employee Efficiencies
• Employee productivity
• Any other Employee Metric
Financial Ratios:
• Advertising % of Gross Profit or Sales
• Variable Expenses % of Gross Profit or Sales
• Fixed Expenses % of Gross Profit or Sales
• Net Profit % of Gross Profit or Sales
• Employee Burden Rate
• Interest Expense % of Gross Profit or Sales
• Any other expense ratio
Profitability Analysis:
• Gross Profit Margin
• Du Pont formula
• Net Ordinary Income % of Sales
• Return on Assets
• Return on Equity
Cash flow analysis
Service:
• Service Efficiency
• Parts & Service Absorption of Fixed & Semi-Fixed
• Technicians Wages % of Service Gross Profit
• Service Administration % of Service Gross Profit
• Service Gross Profit Net Wages
Banking:
• Working Capital
• Quick Assets
• Net working Capital
• EBIT (Earnings before Interest & Taxes)
• EBITDA (Earnings be