20 MAR 2023 SE Monthly :: Territory Review Add-In Tool + Minitab to JMP Tips

chuck_boiler

The agenda was:

Marilyn Wheatley spent some time sharing where to access the most commonly used Minitab features within JMP.

JMP and Minitab

Community Post

Hyde, Scott Wise and Ryan Cooper presented recent updates to the Territory Review Add-In Tool covering:

New Multiyear Revenue Report (MYRR) Territory Review Add-In Tool for Understanding Past Account Performance

Community Post

-Displays all Total Sales Revenue Components (Upgrade, New, NSR, Renewal, TSR)

-Shows Up to the Past Six Years of Account Performance

-Provides Performance Metrics for Sales Growth, Consistency and Momentum

The recording is here:

Recording 

Thanks!

Mary, Nick and Chuck

ryan_cooper

For viewing JMP Pro to JMP ratio in the Territory Review add-in (1:02:21 to 1:07:20):

Purpose:  Easily see which accounts to target in your territory for new JMP Pro licenses or upgrades.  Inspired by the JMP Pro sales training session on 3/1/2023.

Steps:

1)  Open the add-in and select your territory and "GIDB"

2)  Scroll down to "Ratio of JMP Pro to JMP Users by Company".  Review the annotations for how to read the graph.

[you might have to revert and extend the axes to see everything clearly]

You can also view accounts that only have JMP Pro (select "JMP Pro Only" in the "Configuration" filter).  Ratios are set to 999% since there are no JMP licenses for these accounts.

3)  Any selections made in the graph will broadcast to the tabulated data below it

Note:  Account names may differ.  You will need to double check that there are not multiple account names for one company (ie: BRASKEM AMERICA INC and BRASKEM PP AMERICA INC).

Please let me know if you have any questions or suggestions for future improvement!