Reports: Maximizing Efficiency and Revenue

Bob Vander Vorst • December 20, 2023

Unlocking the Power of Reports in Print Production

In the fast-paced world of print production, managing the sales cycle efficiently is crucial for success. At Design Wizards, we understand the challenges that publishers face from the pre-sale preparations to a printer-ready file. That's why we've developed a robust suite of reports that empower publishers to monitor progress and streamline their operations. Let's delve into some of the most commonly requested reports that our contract entry department can generate, providing invaluable insights to sales personnel.

Unworked Revenue Report: A Strategic Tool for Workload Management

One of the key reports that our clients find immensely beneficial is the Unworked Revenue Report. This report is a game-changer when it comes to managing the workload throughout the canvas. By displaying the contracts that still need attention from each sales representative, it allows for effective prioritization.

Sorting Options for Enhanced Efficiency

  • By Assigned Amount: This option lists outstanding contracts based on the assigned dollar amount. Prioritize your efforts by focusing on contracts with higher revenue potential.
  • By Salesperson/City: Grouping contracts by salesperson and city streamlines workflow, especially for those who travel to meet clients. Quickly identify and access contracts in specific areas, ensuring a more productive canvassing experience.
  • Alphabetical Listing: For a straightforward approach, contracts can be listed alphabetically, simplifying the process of finding and managing them.

Sales Report: Insightful Analysis for Informed Decision-Making

On the flip side, the Sales Report provides a comprehensive overview of the contracts received from your sales team. This report can be tailored to suit your preferences, ranging from a simple listing to a detailed breakdown of contract categories.

Detailed Categories in Sales Report:

  • New Contracts Sold: Track the performance of your sales team by monitoring new contracts acquired.
  • Renewed Contracts: Identify increases or decreases in revenue from renewed contracts, facilitating strategic planning.
  • Canceled and Out-of-Business Contracts: Stay informed about contracts that are no longer valid, allowing for adjustments in your sales strategy.
  • Trade Accounts: Keep a close eye on trade accounts to ensure a balanced and profitable portfolio.

Hold List: Facilitating Timely Processing

The Hold List report is a lifeline for contracts that are incomplete. It provides a concise description of the information needed to complete the processing of each contract. Regularly requesting and providing the required information ensures a smooth and timely workflow so deadlines can be met.

Conclusion

In the competitive landscape of print production, leveraging data through insightful reports is an invaluable tool. Design Wizards is committed to providing not just print services but a comprehensive solution that empowers publishers at every step. By harnessing the power of reports like the Unworked Revenue Report, Sales Report, and Hold List, publishers can streamline their operations, make informed decisions, and maximize both efficiency and revenue. With Design Wizards, your journey from presale preparations to print-ready files is not just a process—it's a strategic advantage.


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a person is sitting at a desk using a computer and a calculator .
By Bob Vander Vorst January 11, 2024
In the fast-paced world of publishing, managing sales contracts, revenue tracking, and billing processes can be a daunting task. However, with Design Wizards' Billing Manager software, publishers can now simplify their financial workflows, ensuring accuracy and efficiency. Let's delve into the key features and benefits of this powerful tool. Seamless Contract Entry Process At the heart of Design Wizards' Billing Manager is its seamless contract entry process. Sales representatives can submit contracts with ease, confident that the Design Wizards contract entry team will meticulously input the details. This attention to detail ensures that all critical information, including revenue, deposits received, and future billing commitments, is accurately recorded. Efficient Data Management Once the contracts are entered, we will import all the data into Billing Manager, providing a centralized hub for all financial data. This eliminates the need for multiple spreadsheets and disparate systems, streamlining the data management process. Publishers can access a consolidated view of their customer and billing information, making it easier to track and manage their revenue streams. User-Friendly Interface Design Wizards understands the importance of user experience. Publishers are provided with login credentials to access the user-friendly Billing Manager system. This intuitive interface allows for easy navigation and seamless entry of payments, creating a hassle-free experience for publishers at every step. Automated Billing Statements One of the standout features of Billing Manager is our ability to generate monthly billing statements. Publishers no longer need to spend countless hours manually creating statements. Instead, payments are entered as they are received, as well as any new contracts submitted within the cycle, and the system compiles the necessary information and produces professional, accurate billing statements, saving time and reducing the risk of errors. Robust Reporting Capabilities Billing Manager offers a variety of robust reports, empowering publishers with valuable insights into their financial health. Key reports include: Account Aging: Track the age of outstanding invoices, allowing for proactive management of overdue payments. Accounts Receivable: Gain a comprehensive overview of the amounts owed to your publishing company, facilitating strategic decision-making. Transaction Details: Dive deep into individual transactions, ensuring transparency and accountability. Conclusion In conclusion, Design Wizards' Billing Manager software is a game-changer for publishers looking to streamline their financial processes. From seamless contract entry and efficient data management to billing statements and robust reporting capabilities, this software provides a comprehensive solution for publishers of all sizes. Say goodbye to manual data entry and hello to a more efficient, accurate, and user-friendly financial management system. Embrace the future of publishing finances with Design Wizards' Billing Manager software.

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