Sales transaction analysis tool and associated method of use
First Claim
35. A sales transaction tool comprising:
- at least one processor configured for receiving sales transaction information, said processor being programmed to provide the following functionality;
a series of control functions that can be selectively activated by user input to the at least one processor for creating at least one subset of the sales transaction information, wherein the series of control functions includes at least one of a product-type control, a time period-type control, a predetermined grouping of customers, and a predetermined market;
a plurality of graphical representations that are generated based on the selected subset of sales transaction information, wherein the plurality of graphical representations includes at least one or more of a graphical representation of gross sales price information minus predetermined cost elements versus quantity, a slope and scatter diagram of sales transaction information, a price and margin solver, a time series chart, a price sensor, a margin sensor and a break-even analysis graph, waterfall analysis of sales transaction information, a low volume analysis tool for estimating opportunity of moving low margin products to average margins of comparable products, a single customer analysis tool for determining value with a single customer, and a transactional waterfall bubble chart, wherein the processor includes at least one electronic display for displaying at least one of said graphical representations.
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Abstract
A computer implemented sales transaction tool and associated method of use is disclosed. This includes at least one processor configured to receive sales transaction information and programmed to provide the following functionality: a series of control functions that can be selectively activated by input to the processor for creating at least one subset of the sales transaction information, a plurality of graphical representations that are generated based on the selected subset of sales transaction information, and displaying at least one graphical representation of the plurality of graphical representations on an electronic display associated with the processor. Graphical representations of sales transaction information may include a slope and scatter diagram of sales transaction information, a waterfall chart, waterfall transactional analysis, a time series chart, a price sensor, a margin sensor, a break-even analysis graph and a bubble chart. There are graphical representations to evaluate opportunity of moving low margin products to average margins of comparable products and determining value for products having a single customer.
315 Citations
48 Claims
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35. A sales transaction tool comprising:
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at least one processor configured for receiving sales transaction information, said processor being programmed to provide the following functionality; a series of control functions that can be selectively activated by user input to the at least one processor for creating at least one subset of the sales transaction information, wherein the series of control functions includes at least one of a product-type control, a time period-type control, a predetermined grouping of customers, and a predetermined market; a plurality of graphical representations that are generated based on the selected subset of sales transaction information, wherein the plurality of graphical representations includes at least one or more of a graphical representation of gross sales price information minus predetermined cost elements versus quantity, a slope and scatter diagram of sales transaction information, a price and margin solver, a time series chart, a price sensor, a margin sensor and a break-even analysis graph, waterfall analysis of sales transaction information, a low volume analysis tool for estimating opportunity of moving low margin products to average margins of comparable products, a single customer analysis tool for determining value with a single customer, and a transactional waterfall bubble chart, wherein the processor includes at least one electronic display for displaying at least one of said graphical representations. - View Dependent Claims (1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 46, 47)
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36. A method for processing and displaying selected sales transaction information comprising:
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receiving sales transaction information with at least one processor; selectively activating a series of control functions programmed into said at least one processor, by user input to the at least one processor, for creating at least one subset of the sales transaction information; generating a plurality of graphical representations based on the selected subset of sales transaction information; and displaying at least one of said graphical representations on at least one electronic display. - View Dependent Claims (37, 38, 39, 40, 41, 42, 43, 44, 45)
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46-1. The method for processing and displaying selected sales transaction information according to claim 35, further comprising determining value with a single customer, which generates a graphical representation of least one of profit margin and pocket margin and at least one of percentage of quantity and percentage of sales over predetermined percentages of customer dependence with a single customer analysis tool.
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47-2. The method for processing and displaying selected sales transaction information according to claim 35, further comprising utilizing a transactional waterfall bubble chart that shows at least one of invoice gross, net price, target price, and top quartile price in relationship to at least one of a target price, an invoice gross, a first imputed discount, a second imputed discount, a small quantity upcharge, discounts printed on an invoice, volume rebate, transactional corrections, allocated corrections, early payment discount(s), variable cost of raw materials, packaging costs, last leg of freight charges, variable margin, cash cost of accounts receivables, cash cost of inventory, internal shipment costs, cost to serve, commissions, duties, pocket margin, fixed costs, energy costs and profit margin.
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48. A method for processing and displaying selected sales transaction information comprising:
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receiving sales transaction information with at least one processor; selectively activating a series of control functions programmed into said at least one processor, by user input to the at least one processor, for creating at least one subset of the sales transaction information, wherein the series of control functions includes at least one of a product-type control, a time period-type control, a predetermined grouping of customers, and a predetermined market; generating a plurality of graphical representations based on the selected subset of sales transaction information wherein the plurality of graphical representations includes graphical representation of at least one of gross sales price information minus predetermined cost elements versus quantity, a slope and scatter diagram of sales transaction information, a price and margin solver, a time series chart, a price sensor, a margin sensor and a break-even analysis graph, waterfall analysis of sales transaction information, a low volume analysis tool for estimating opportunity of moving low margin products to average margins of comparable products, a single customer analysis tool for determining value with a single customer, and a transactional waterfall bubble chart; and displaying at least one of said graphical representations on at least one electronic display.
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Specification