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Tour de Force Web Starter Guide

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Purpose

The purpose of this starter guide is to provide end users of Tour de Force with a guide and overview of the Tour de Force Web.  This starter guide also provides a quick guide and overview of the various features in Tour de Force Web for a first-time user.  Although Tour de Force offers many advanced functionalities, this document covers the basic features of Tour de Force Web and how to access and use some of those features.

 

Business Scenario Exercise

This document provides the start of customized instructions for the basic training exercises that will be utilized for the basic introduction training that will be provided for the business processes at <COMPANY NAME> using Tour de Force.  

 

The Tool Bar

 

 

Home

Displays the Home Page, which contains the Daily Summary of Appointment, Task, Activities, and Expense items associated with Tour de Force, as well as the BI Charts, Alerts, and BYOR’s.

Search

Accesses the Search utility, which allows users to quickly search for information in Tour de Force such as Account, Contact, and Opportunity records.

 

Recent Items

Displays a list of the most recently accessed records and items in Tour de Force

Favorites

Gives you a central place to save regularly accessed Items and Records in Tour de Force

Info Center

Allows the user to look up Items and Records such as Accounts, Contacts, Opportunities, etc. based off the permissions configured by their Tour de Force Administrator.

 

BI

Allows the user to look up sales data for their Accounts, Salesman ID, or entire company based off the permissions configured by their Tour de Force Administrator.

 

Create

Allows users to create any record or item in TdF Web such as a new Account, Contact, or Opportunity record based off the permissions configured by their Tour de Force Administrator.

 

User Menu

In the Toolbar in the far-right corner where you see your username (in the above screen shot in this document it displays “Username”) there is a settings option within this menu.

Clicking on this allows you to modify the following items:

Homepage Layout

 

The Homepage Layout allows you to enable or disable any of the Widgets that appear on your Homepage.  If you have disabled any of the Widgets from the Homepage via the “gear” icon, you will need to re-enable them from this section.

 

 

Homepage Alerts

Within the Homepage Alerts, you can enable or disable any of the alerts that appear on your Homepage.  You can only enable or disable alerts that your company’s Tour de Force administrator has given you permission to view.

 

Daily Summary Options


  • Select Which Tasks To View – This option allows you to determine if the Tasks displayed in your Daily Summary are Tasks that are assigned to you, Tasks that you own (that you have created), Tasks that you own or are assigned to (both), or all Tasks that are within your Home List (everything that you have permission to - or have configured Tour de Force to display) .
  • Select Source for Other Daily Summary Items – for all other options in your daily summary, this allows you to show either Items owned or attended by you, or similar to the Tasks option above, everything within your Home List.
  • Item Order – This allows you to choose the order that the Items are displayed in your Daily Summary.

Grid Preferences


  • Page Size to Retrieve from server - This paging option allows you to control how many items are displayed “per page”.  For example, if you are looking at a grid that contains 15,000 items, Tour de Force web pages that data into smaller sections.  By default, TdF Web displays 1,000 items per page.  You can raise or lower that amount here.
  • Manage Default View Scopes – From here, you can choose for the different areas in Tour de Force if you would like to use a Global or a Personal view as the default view that loads when you open a Record or Item.

Home Listing

Your Home Listing controls what Accounts and other Items/Records you can see in Tour de Force.  Here, you can select from the Account Packages (or higher levels such as Account Root, Level 3, and Level 4) that you have been given permission to see.  

 

Setting this can be beneficial for those who have access to the whole company in the case that they only want to see certain pieces of information.

 

Theme

Allows you to select from several pre-defined color schemes to change your Tour de Force Web experience.

 

Compact

Compacts some of the extra white space and makes the font a little smaller/compact throughout Tour de Force Web.

 

Also, within the User Menu, are a couple other options.

 

Shortcuts

This opens a window that displays several keyboards shortcuts that can be used in TdF Web.

 

Get Support

This is a shortcut to the TdF Support site.

 

Toggle Full screen

This puts your TdF session in full-screen mode.  You can also accomplish this by pressing the "F11" key on your keyboard.

 

Log Out

This logs you out of your session and returns you to the login screen.

 

 

 

The Home Screen

When users first log into Tour de Force Web they are directed to the home screen which contains several different sections.  You can now remove any of the sections you don’t utilize by going to the gear icon in the top right corner of that section and “Removing this widget”.  Any of the widgets can be re-added by going to your Settings menu and re-enabling the widget.

 

Daily Summary

The Daily Summary gives you a Daily, Weekly, or Monthly view of your upcoming items.

 

 

You can drill into any of the items to see what is coming due.  From this expanded window, you can View and perform Actions on the items, as well as Complete and Convert the selected items into an Activity all from this window.  

 

 

 

Visualizations

Within the Visualizations, you have access to several “pre-defined” graphs that will show you sales data based off your permissions.  Some examples are “Sales/Profit Trend (This Year)”, “Sales Comparisons by Year”, “Top Product Group (This Year)”, etc.  Depending on the category you select, you can determine what type of chart you would like to see.  You can also set your own default for this section.

 

 

BYOR Reports

This is a list of all the available BYOR Reports that you have access to.

 


 

Alerts

This is a list of the alerts that you have been given access to.  These alerts refresh according to the schedule that has been configured by your company’s Tour de Force Administrator.  You can click on any of the alerts to open and review them.

 

 

Searching for Items and Records

 

The Tour de Force Search utility is a search engine designed to provide users access to records and items in Tour de Force quickly and efficiently.

Note: The Tour de Force Web Search utility is dependent on permissions and Home Settings

 

Use the following procedures to search for an Account record in Tour de Force Web:

 

  1. Click the Search button.

 


  1. Next, on the search screen there are three main items.

 

  1. Search For – This is the box where you can type what you are looking for.  For example, “Smith”.
  2. Type – This is the record or item you want to search for.  For example, “Account”, “Contact”, etc.
  3. In – You can either search all fields on the item or record, or if you know specifically what field the data resides in, you can select it (such as Company Name, etc.)
  4. Once you have entered your criteria, you can either press enter, or click the Magnifying Glass on the right-hand side.
  5. In the Search Results grid, those records or items that meet the selection criteria appear

 

 

The white spaces above each column are the Auto Filter and typing in those fields are a “Contains” search

 

For example:

Type a name of an account in the Company Name field.  You’ll notice the grid narrows down the results to what you have searched for.

 

Recent Items

 

Recent Items give you a place to access up to 99 of your previously accessed Items in Tour de Force.  Once you reach the 99-item limit, the bottom items will be removed from the bottom of the Recent Items list, and the new items added to the top.

 

 

 

Favorites

Favorites gives you a place to save and then access Items that you access regularly in Tour de Force.  From the “All Items” drop-down menu, you can quickly filter out specific Records or Items (Accounts, Activities, etc.).

 

 

Quick Actions

The Quick Actions menu is available in most of the grids and is also available by right clicking on any Item or Record in Tour de Force Web.  Just like in the Desktop product of Tour de Force, users can create new records and items and view linked records and items from a grid within the Search results and Info Center grids.  

 

For example:

 

Highlight an item in the Search Results from the previous step.  You will notice three options that appear in the top left corner just above the grid.  You can also access these 3 icons by right-clicking on the highlighted item.  These options are: “Open”, “Actions”, and “Views”.

 

 

  1. Open - This option opens the Record(s) or Item(s) that are selected in the grid below.
  2. Actions - This option allows you to perform an Action on a selected Item or Record.  For example, create a new Appointment, Activity, send an Email, etc.
  3. Views – This option displays all the linked records or items linked to the Record(s) or Item(s) that are selected in the grid below.

 

 

Use the following procedures to open a record or item from a grid using the Quick Actions:

  1. Highlight a Record or Item in the grid then click the icon (Folder) so that the record or item can be opened.


  1. Upon Opening a Record or Item, the Detail Form View window will appear. Once the item has opened, close it out using the “Close” button in the top right corner.

 

  1. Next, go to your “Recent Items” and locate the item you just opened.  Click on the hyperlink to open it up.


The Quick Actions are also available from the Recent Items tab, allowing you quick access to create or view an item or record directly from your recently accessed items.

 

  1. If you select an item in the Grid and go to the “Actions” icon, then “Other” menu, you’ll notice an option called “Add to Favorites”.  You can also access this menu by right-clicking on an item within the grid.

 

You can use “Add to Favorites” to favorite top items so that you have them available to quickly access them.  These items are stored in the “Favorites” grid that can be accessed from the Toolbar at the top of TdF Web.

 

The Breadcrumb

 

Each Item or record in TdF Web has a “Breadcrumb” towards the top of the screen.  This shows you the hierarchy of the item or record.  Within TdF Web, you can click on any of the hyperlinks within the breadcrumb for quick access to the record.  

 

For example, in the screen show below from an Appointment, you can see that (Faxelectrics Cartage) and (Joe Smith) are hyperlinks.  This is the Account (Faxelectrics Cartage) and the Contact (Joe Smith).  You can click on either of these hyperlinks for quick access to the specific record.

 

 

Viewing, Creating, Updating Records and Items

 

Tour de Force Web offers a way of creating records and items in Tour de Force.  Aside from using the Actions menu in the Search or Info Center, users can now create a new item directly from the main toolbar using the “Create+” button.  This feature is a quick and simple way to create a new record or item.

 

Creating an Account

 

Use the following procedures to create an Account record in Tour de Force Web:

 

  • Click the “+Create” button in Tour de Force Web and select “Account”.

 

  • On the next screen, you will need to identify the Account Package that the account will belong to.  Select your Account Package and click “OK”.  You may need to expand a higher level to see your Account Package.  You can also click “Expand All Nodes” to expand all the items on the screen.

        

 

 

 

 

Once you have selected an Account Package, your selection will be displayed in the bottom left section of the selection screen.

 

  • Create the company “Smith Manufacturing” using the information below.  
    Fill out all relevant fields on the screen including any User Defined Fields (UDFs).  
    *UDFs are custom fields that can be added by your business to collect additional information for an Item or Record in TdF.

 

When you click on the Address field, it will expand to give you options to enter your address:

 

Company Name:          Smith Manufacturing

Address:    123 Main Street, Findlay, OH 45840

Phone:                        (123) 456-0000

 

There are other fields on the Tour de Force Account form that are known as UDFs (User-Defined Fields) that allow you to collect additional information either manually or they can be automatically populated from other sources.

Creating a Contact

 

The Tour de Force Contact form provides one central screen where all information associated with Contact records in Tour de Force is maintained.  This form is used to create new Contact records, as well as to display and edit items associated with Contact records that have been entered into Tour de Force.

 

Note: There are several methods for creating new Contact records in Tour de Force.  This procedure outlines how to create a new Contact record when the Tour de Force Account form is already open.

 

Use the following procedures to create a Contact record in Tour de Force Web

 

  1. From the Actions menu on the Account form, select “New Contact”.


  1. Using the information below, fill out the Contact form and create a new contact:

    Full Name:    Bill Smith (pop-up window – required First/Last Name only)
    Job Title:    Purchasing Agent (denotes the title found on the business card)
    Company:                Company, Address, and Phone populates from the Account
    Role at Account:        Purchasing (Listbox with multi-select choices)
    Phone:                            (123) 456-7890
    E-mail Address 1:  contact@happycustomer.com

 

Once finished, click the Save or Save & Close button to save the Contact record.

 

Note:  The Contact record is not considered “created” until the Save or Save & Close button is clicked.

 

Viewing Contacts

 

To view the Contacts on an account, you can either use the “Linked Items Grid” at the top of the Account form, or you can use the “View” menu from the highlighted Account and select “View Contacts”, which will pull up all Contacts for that Account in a grid.

 

 

 

Creating Appointments and Tasks

Appointments

Appointments allow users to manage when and where the users need to be throughout the day such as a conference call, a training class, or an onsite visit with a customer.  An Appointment is typically used to document what needs to be accomplished and is associated with a specific day and a specific time.

*Creating an appointment in Outlook without sending to recipient will not automatically create appointment in TdF

 

Tasks

Tasks allow users to manage something that needs to be accomplished by a specific date such as preparing a quote, following up on a quote, or sending out literature to a customer.  A Task is typically used to document what needs to be accomplished.

 

        Business Scenario:

  1. Schedule an Appointment for an onsite visit with the new prospect (Contact) Bill Smith at Smith Manufacturing.  The visit will be tomorrow at 9am for 2 hours.  You will be discussing your company’s product line.
  2. Once the appointment is over, you will complete and convert the Appointment to an Activity.

 

Note: There are several methods for creating new Appointment records in Tour de Force.  This procedure outlines how to create a new Appointment from the Recent Items window.

 

Use the following procedure to create a New Appointment

  1. Access the Recent Items window.
  2. Locate the recently created contact “Bill Smith”, select it and access the Quick Actions menu.  Select Action, then “New Appointment”.

    Subject:          Discuss Company Product Line
    Location:    Onsite
    Start Time:          9am (tomorrow)
    Notes:    Type any notes to associate with the new appointment.
    Attachments:  (paperclip icon) if you need to attach any files to the appointment.
  3. Click “Save”
  4. Click the “Invite Attendees” button when people need to be invited to an appointment.  Use the “To” field to type the email addresses associated with the users that need to be invited.

 

When done with these exercises, enter real Appointments scheduled in the coming weeks. Remember to link them to the Contact.  Click the Send button to send the invitation message.

 

 

Complete and Convert Activity from Appointment

To save time, Tour de Force gives users the ability to complete and convert Appointment items to Activity items.

Activities are the results of an appointment, task or phone call. Activities will typically be entered in TdF for the following reasons:

  • An agreement has been reached between the Contact and your Company
  • The Activity shows your Company added value to the Contact
  • An issue was discussed between the Contact and your Company
  • TdF users at your company should see the information

Note: There are several methods for creating new Activity records in Tour de Force.  You can manually create an Activity from an Item or Record in Tour de Force from the Actions menu, or by Completing and Converting an Appointment or Task to an Activity.  This procedure outlines how to create a new Activity from the Appointment screen using “Complete and Convert Appointment”

 

Once you have completed your scheduled call with Bill Smith and discussed your company’s product line, Complete and Convert the Appointment to an Activity.  

 

  1. Select the appropriate Appointment item and open it up.
  2. Click the Complete and Convert Activity button located in the top left corner.


  1. You will be prompted for a few options



    Activity Type: Allows you to select the type of Activity performed
    Include Data: Allows you to choose what type of information will be carried over from the Appointment to the Activity.
    Delete Source Items:        Once the Activity is created, do you want to delete the Appointment (or Task)

 

  1. This will open the Activity form.  Fill out any necessary fields, and then update the “Notes” section with the details from your appointment.

 

  1. Click the Save & Close button to save and close the new Activity item.

 

When done with these exercises, enter some Activities from meetings or phone calls you had in the last week.

 

Opportunity Management

The Tour de Force Opportunity provides a central place where all Opportunity records associate with customers, prospects, and other business relationships efficiently. The Opportunity form is used to create new Opportunity records, as well as to display and edit information associated with Opportunity records that have been entered into Tour de Force.   The Summary and Specification sections on the Tour de Force Opportunity form are 100% configurable allowing you to customize the form to fit your business needs.

 

An Opportunity in Tour de Force represents any potential revenue-producing event for your Company.

 

The Opportunity typically consists of:

  • Projected Close Date
  • Opportunity Value
  • Close Probability (Chance to close the business)
  • Sales Stage
  • Project Tracking (When applicable)
  • Lead Source
  • Quoted To
  • Support Team
  • Product Group
  • Vendors
  • Loss Code (Reason if opportunity is lost)
  • Next Action Step and Next Action Date
  • Last Action and Last Activity Date
  • Competitors
  • NOTES (Relevant application notes)

 

Opportunities will be entered for significant new business and for Opportunities on existing accounts 

Sales Stages can be modified accordingly to your processes, but are typically:

  • 1-Identified
  • 2-Qualified
  • 3-Quoting
  • 4-Closed Won
  • 5-Closed Lost
  • 6-On Hold

 

Business Scenario:  You have identified a significant business Opportunity with Smith Manufacturing.  Create the following Opportunity for Smith Manufacturing for a new Product line offering.

 

Note: There are several methods for creating new Opportunity records in Tour de Force.  You can create an Opportunity from the Account or Contact form, or from an Account or Contact within a grid.  This procedure outlines how to create a new Opportunity from an Account within a grid.

 

  1. Locate the Account “Smith Manufacturing” within the Recent Items grid
  2. Select the account, and from the Actions Menu, select Create Opportunity
  3. Click Save to create the Opportunity, and then go through and fill out the necessary information
    Description can be “New Product Line”, and the rest of the information (such as Projected Close, Opportunity value, etc.) can be made up
  4. Save and Close the Opportunity.

 

 

Linking Accounts and Contacts to an Existing Opportunity Record

Contact Role and Contact Status

During the sales process, you will be finding individuals at the Account that influence the outcome of you winning the Opportunity. Tour de Force allows you to link Accounts and Contacts to an Opportunity.

 

Business Scenario:   You believe Bill Smith is the Decision Maker for getting business with Smith Manufacturing.

 

Use the following procedures to link Contact records to an existing Opportunity record:

  1. Open the newly created Opportunity for Smith Manufacturing
  2. In the Quick Actions menu, select “Actions”, “Link Contact” (or Account).  This will pull up the Global Search utility.
  3. Search for the Contact(s) or Account(s) you would like to link.  Once the search results come back, select the applicable contacts, then press the “Link” button in the bottom right corner.  This will link the contacts to the Opportunity.
  4. If you would like to view the linked contacts immediately, you will need to click the ellipsis icon and select “refresh”.

 

Creating Tasks and Activities to an Existing Opportunity Record

Business Scenario:   Create a Task or Appointment on the Opportunity to follow-up for getting business with Smith Manufacturing next week.

 

Use the following procedures to link Task to an Opportunity record:

  1. Within the Opportunity Form, Actions menu, select “Create Task”
  2. Fill out the Subject, Start Date, Status, Priority, check the “Reminder” field to activate a reminder, and then fill out the Notes field to document what needs to be accomplished or any additional notes.
  3. Click Save

The Daily Summary

The Daily Summary is a feature in Tour de Force Web that shows users their Appointments, Activities, Expenses, Tasks, and Reminders at either a Daily, Weekly, or Monthly view.  The Daily Summary is a good way for users to check their schedule for the current day without having to go to different areas of the product or using another Calendar.

 

Depending on the settings configured in the User’s settings, Appointments, Activities, Expenses, Tasks, and reminders will display accordingly and in the order the user selected.

 

To switch to a weekly or monthly summary, click the drop-down list and select which summary to view.

Note:  This is a sticky option, and the last selection used is the default summary that loads the next time the Daily Summary is accessed.

 

 

The Info Center

To access the Info Center, click the Info Center icon on the Tour de Force Web toolbar.  A menu will open where you can select the initial Record or Item that you would like to access.  Once you have made your selection, the Info Center will load with the Record or Item you selected.  (You will have the ability to open additional items after it loads.)

 

 

 

Once the Info Center loads, you will notice a column of icons on the left-hand side.  This is an alphabetical list of all the Items and Records that are enabled for your Company.  (Accounts, Activities, Appointments, etc.)

 

 

As you become more familiar with the system, you will be able to navigate Tour de Force web solely by the icons.  While you are learning the system, you can expand the menu so that you can see what all the icons are.  This is collapsed by default to give you more working real estate.  To expand the menu, simply click on the “hamburger” icon in the top left corner.  If this is something you would like expanded by default, you can click the push pin to make this expanded permanently.

 

To open any of the Items or records, all you need to do is single-click on any of the items, which will open that Item or Record up in its own tab.

 

 

 

The BI Summary Module

This section provides a quick summary of the options available in the BI Summary module in Tour de Force Web.

Use the following procedures to access the BI Summary:

  1. After logging into Tour de Force Web, click the BI icon on the toolbar.
  2. After the BI Summary has been opened and displays, users can configure and set up the BI Summary.  Users must first pick the settings they want to summarize on, whether that is by Level 4, Level 3, Account Root, Account Package, SalesmanID, Account or a Saved Selection.  They can then choose a roll up in the drop-down menu in the top right corner to rollup Account shiptos to Account billtos.    

 

Sales Summary Tab

The Sales Summary tab displays sales summary numbers that are associated with the Territory or Account record such as the Bookings, Sales, Gross Profit ($), and Gross Margin(%) amounts of 2 Years Prior, Last Year,  Current Year, the Quarter, the Month, and the Previous Day. There are 4 sections that make up the Sales Summary tab:   Annual, Quarterly, Monthly, and Daily  

 

• Bookings – typically the Open Orders + Invoiced Sales

• Sales – typically Invoiced Item Sales History

• Profit ($) – typically the difference between Line Item Sales - Line Item Cost

• Margin (GM %) – typically the % difference between Line Item sales – Line Item Cost

 

Totals represent data for 2 Years Prior, Last Year, and for the Current Year. Daily total amounts are only available for Current Year in the Sales Summary tab.  Note: The data that can be viewed by users is based on permissions. The default Home Account Root(s) or AcctPkg(s) in the BI Summary are based on are related to permissions but BI Summary default display data can be changed by reselecting

 

There are four sections associated with Sales Summary tab

  1. Annual

The first section contains three years of Annual Summarized amounts.

  • 2 Years Prior - This column displays the total amounts associated with two years prior to the current year.
  • Last Year This column displays the total amounts associated with one year prior to the current year.
  • LYTD - This column displays the last year-to-date amounts with one year prior and one day prior to current date.
  • YTD - This column displays the year-to-date amounts with current date.
  • YTD Growth - This column displays the year-to-date growth amounts.  These amounts are the difference between the LYTD and YTD.
  • YTD Variance - This column displays a percentage variance between the YTD Growth and LYTD.  These percentages are calculated by dividing YTD Growth by LYTD.
  • Annualized Run Rate - This column displays Total for Year based on YTD.
  • Annualized %Goal - This column displays the % to goal based on Annualized Run Rate
  • Goal - This column displays a Goal plans specified in the BI Sales Planning.
  • % Goal - This column displays a percentage variance between the goal plans specified in the
  • BI Sales Planning module and the YTD. These percentages are calculated by dividing the YTD by Goal.

 

Goal – This dropdown provides several views of the Goal plans specified in the BI Sales Planning module:

  • Total – Account Root Rollup – picking this shows total Goals to the Current Year by Account Root
  • Period – Account Root Rollup – picking this shows total Goals to the Current Period by Account Root
  • To Date– Account Root Rollup – picking this shows total Goals to the Current Date by Account Root
  • Total – Account Package Rollup – picking this shows total Goals to the Current Year by Account Package
  • Period – Account Package Rollup – picking this shows total Goals to the Current Period by Account Package
  • To Date– Account Package Rollup – picking this shows total Goals to the Current Date by Account Package
  • Total – Account Rollup – picking this shows total Goals to the Current Year by Account
  • Period – Account Rollup – picking this shows total Goals to the Current Period by Account
  • To Date– Account Rollup – picking this shows total Goals to the Current Date by Account
  1. Quarterly

The second section contains three years of Quarterly and Summarized amounts.

  • 2 Years QTD - This column displays total amounts associated with two years prior to current Quarter-to-date.
  • Last Quarter - This column displays Last Quarter of the current Quarter and current year.
  • Last Year QTD - This column displays last year’s Quarter-to-date one year prior to the current year.
  • Quarter to Date - This column displays the Quarter-to-date associated with the current Quarter.
  • QTD Growth - This column displays the Quarter-to-date growth amounts.  These amounts are the difference between the Last Year QTD and the Quarter to Date fields.
  • QTD Variance - This column displays a percentage variance between the QTD Growth and LYQTD.  These percentages are calculated by dividing QTD Growth by LYQTD.
  • QTD Run Rate - This column displays Total for Quarter based on QTD.
  • Goal - This column displays a Goal plans for Quarter specified in the BI Sales Planning.
  • % Goal - This column displays a percentage variance between the goal plans specified in the
  • BI Sales Planning module and the QTD. These percentages are calculated by dividing the QTD by Goal.
  1. Monthly

The second section contains three years of Monthly and Summarized amounts.

  • 2 Years MTD - This column displays the month-to-date amounts associated with the current month and two years prior to the current year.
  • Last Year MTD - This column displays the month-to-date amounts associated with the current month and one year prior to the current year.
  • Month to Date - This column displays the month-to-date amounts associated with the current month and current year.
  • Last Month - This column displays last month amounts associated with the current month and current year. MTD Growth - This column displays the month-to-date growth amounts for the current year. These amounts are the difference between the Last Year MTD and the Month to Date. 
  1. Daily

The Third section contains the Daily Summarized amounts for Bookings, Sales, Profit ($), and Margin (GM %).

Notes:

The amounts in the Daily column typically displays amounts associated with the previous day. The Daily amounts are updated based on the time the BI Connector processes. 

 

The General Summary Tab

The General Summary tab is a snapshot of other key financial indicators related to Account Receivable, Open Orders, Open Quotes, etc.  If you click on the gear in the top right-hand corner, you can now select from the Card View or the List view.  The List view has been created to be a more “Mobile Device Friendly” view that is displayed in a single column, whereas the Card view which is displayed in multiple columns. 

 

Card View                                                         List View

 

 

The Group Summaries Tab

The Group Summaries tab displays detailed sales analysis data beyond what is presented on the Sales Summary tab. Information that displays on the Group Summaries tab also includes Annual, Quarterly, Monthly, as well as Daily totals representing Bookings, Sales, Profit (GM%), and Margin (GM%).  Drilldowns and drill-ins are now in Tour de Force Web!  You can drill-down on any of the items by clicking on the plus sign, or you can drill-in to see what makes up the sales numbers by clicking on the hyperlinked amounts.

 

 

Totals represent data for 2 Years Prior, Last Year, and for the Current Year. The Group Summaries tab also provides Growth, Variance, and Goal figures.  There are several Default Views of data presented of over one hundred additional data points that can be analyzed in the Group Summaries tab. Each of the six or more standard summary types Account Root; Account Package; Account; and the 6 Summary Types.

 

There are six standard Summary Types.  Account Root (Region), Account Package (Salesperson ID on Account), BSICustomerID (Parent Account), BSIShiptoID (Account), Product Group (Category), and Vendor (Mfg ID).  We also offer three Alternate Group Summaries that are configurable.

 

 

The Item Sales History Tab

The Item Sales History tab is used to display Invoiced Line Items associated with your ERP.  Views can be set up to display all the product or inventory purchased by Account records or customers.

 

The Invoices Tab

 

The Invoices tab is used to display Invoice Headers associated with your ERP.  Views can be set up to display all the product or inventory purchased by Account records or customers.

Open Orders Tab

 

The Open Orders tab displays information related to all the open sales orders associated with Account records.   Use the following procedures to access Open Orders which provides key data points related to all the open sales orders associated with Account records in the Info Center and on the Sales Data tab.

 

If you click on the Order # (which is a hyperlink), you can view the details of the Order.

 

 

 

Quotes Tab

 

The Quotes tab displays information related to all the open sales orders associated with Account records.   Use the following procedures to access Quotes which provides key data points related to all the open sales orders associated with Account records in the Info Center and on the Sales Data tab.

 

If you click on the Quote # (which is a hyperlink), you can view the details of the Quote.

 

 

 

Bookings Tab

  

The Bookings Tab gives you a combined look at your open Orders and open Quotes.

  

 

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