We are pleased to announce the NEW DAILY SUMMARIES to help you manage your orders! There are two daily summary reports that will assist you with keeping up with orders that may require your attention and are meant to replace the report under the Reports tab titled Orders Past Ship Promise . The best part…
We are deploying a change to the quotes application that will allow you to mark additional quote versions as visible for our upcoming deployment of agency reporting. The new Power BI reporting is scheduled for later this fiscal year. The Active version of a quote will continue to always be included in reports but you…
To support the new Architectural Products and Services Team led by Rick Earlywine, announced earlier this month, Acuity Brands is adjusting the product hierarchy in our reporting systems to focus on the brands that drive this segment of the business. This will include Peerless, Winona, Healthcare, Mark and Hydrel. What does this mean for you? Increased…
We’ve deployed another report: the Customer Briefing Book (CBB). This report is located in the Reports Executive Folder and available to anyone who has access to that folder. The CBB starts with a summary page that highlights the top and bottom overall customers, top stock customers, and the largest contributors to agency commissions. The detail…
A few more reporting updates to help you manage your business!!
We have created a new Orders by Employee Credit report to take advantage of the improved Employee Credit functionality as well as improved the Orders Entered and Sales Goals – Non ABL report to provide more detail
We are pleased to announce the introduction of a new report as well as additional functionality to a few existing reports that will provide enhanced detail with less reports to run! By updating the reports, we are able to remove some of reports from the list, making your selection easier to navigate. New Report Yearly Order…
The existing Employee Credit process has been improved for easier rep association and maintenance to projects and orders. You now also have access to improved employee credit reporting! Some of the changes include: The ability to manage employee percentages on one screen in Contact Management The ability to see and maintenance Employee Credit assignments on…
Based on your feedback we have deployed some new reports to help you manage your business!
In a continued effort to expand the non-ABL capability so that agile becomes your enterprise system, we have added the ability for you to enter annual/monthly sales goals for your non-ABL manufacturers and track progress via a report …
Today we have deployed three new reports:
New Reports are available!!
We have developed some new reports to help with agency management:
…and made some improvement to existing reports! …
Based on agency feedback, we recently updated several reports to allow for filter of National Accounts business and Acuity value stream commissions, and created a new report to assist with commission reconciliation! …
We have deployed two new order reports for you to evaluate business associated with your contractors and specifiers.
Orders by Contractor and Orders by Specifier reports are now available in the Executive folder.
We are introducing three new reports to help you manage the business! Project- Quote by Follow- Up Salesperson: This report will now show projects associated to the follow-up salesperson or persons associated in Project Container. It will also provide the project phase, priority, estimated project or quote amount and associated contacts. Commissions Past Due report: …
Today we are announcing the release of more robust functionality to handle employee sales credits. This functionality now in agile provides all agents the ability to enter and report on their employee’s involvement on individual projects and orders. agile will now have a dedicated tab on the Project and Order to enter and display all…
You have to see it to believe it! With the click of a button, you can now generate ONE comprehensive report, complete with month and year to date comparisons over the prior year for Orders, Project Quotes, Quick Quotes. The new executive Briefing Book, located in the Executive folder of Reports contains a concise view of…
Interested in learning about the Non-ABL capabilities in agile? Then this video series is for you. In less than twenty minutes you can discover how agile can process your Non-ABL business from start to finish.
Based on feedback from the field, we have changed the current report structure to allow easier navigation through the reporting options …
We’ve expanded non-ABL functionality to include your Buy/Sell business. Upgraded applications include Contact Management, Quote, Order Management, Invoices, Payments, and Reports. That means you can track your buy/sell business from the quote all the way through to the reporting process! We have created a video series to guide you through setting up and processing your…
In an effort to continue to provide reporting to help agents track Project and Quote activity we have deployed four new Project-Quote reports.
Earlier this month, we updated the Payment application and Compensation Reporting to accurately represent CIP dollars on split commission orders.
We determined some additional changes were required on the INVOICE BY CUSTOMER and INVOICE BY MANUFACTURER reports to show overage commission dollars. We have corrected these reports so you should now being seeing that information.
QMT, Hold Order and Order reports are now available for Holophane! All Holophane agile users should now have access to QMT, Hold Order and Order reporting via agile. A high level description of each report is available below. For more detailed information please refer to the Holophane Agile Reports-User Guide located in the Reporting folder…
A new version of Agile Quotes (1.4.20.0) has been deployed to Production! This release includes the following changes:
WHAT ISSUES HAVE BEEN ADDRESSED?
Inactive Projects:
In order to provide more flexibility and control over the visibility of the reports in each folder, the roles within the Reports application have been changed to allow you to assign roles giving access at the report folder level.
The first Project-Quote report is now available and will allow you to report on agile Project and Quote activity. The addition of this type of report will provide you with the flexibility to filter your report results to see how many projects/quotes you have entered in addition to the phase, status and players that are involved in each project.