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2019 Sales Team Add-ins

tina_cui

The 5 attached add-ins can also download from Salesforce, under Files tab.

Annual Customer(2018-2019): analyze all current JMP annual license customers and SAS products that are bundled with JMP customers.
Fee Calculator: calculate First Year Fees for a specified number of users and can also be used to calculate upgrades to existing licensed sites.
Shrinkwrap: querying all shrinkwrap sales by company name, sales territory, or both.
D&B Report: queries all SAS Dun & Bradstreet (D&B) accounts using Company Navigator
JMP Datamart: query and analyze user and non-user data in the JMP Datamart by sales region, sales territory or beacon account, it can also filter by company email domain.

Reference the User Guideline for more details.

Please direct any questions/ suggestions to Tina.Cui@jmp.com

2019FeeCalc FinalV2.jmpaddin

JMP Add-in User Guide Jan2019.pdf

2019 JMP Shrinkwrap Add-in.jmpaddin

2019 JMP Datamart Add-in.jmpaddin

2019 JMP AL Customers(2018-2019) add-in v1.4.jmpaddin

2019 D&B Report Add-in.jmpaddin

Comments

connie_freeman

Does a "2019 Sales Teams" add-in exist?

JonesieAtJMP

Sales territories are now available in JMP Live: https://jmplivesales.na.sas.com:3501/packages/Business-Metrics-Sales-Territory-Report/js-p/5b100bdb752471368890fe52

AtsukoIono

Hi Tina,
I might be slow but I tried to use the add-in. But I could not download from : https://na79.salesforce.com/0691O000008wlyoQAA. Does it support Salesforce 3.0?

tina_cui

@AtsukoI_Japan you can download the add-in from this post directly.

Juliette_Plager

Hi Tina,

The AL Customers add in is very helpful. How often is it updated?

Thanks,

Juliette

tina_cui

@Juliette_Plager usually update once at the beginning of the year, unless there's a special request.

Juliette_Plager

Thanks, Tina! We’re working on updating our territory plan for the second half of the year. Any chance we could get an update?

tina_cui

@Juliette_Plager I will update if territory definition change. If you need additional data or have special requests for your territory, please email me.

Juliette_Plager

Happy New Year @tina_cui ! Can you tell me when the latest (2019?) AL update will be available? We're doing territory planning and would like to use full year 2019 numbers. Thanks!

tina_cui

@Juliette_Plager the new AL add-in is under testing, will release later this week. Thanks.