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

The agenda was:

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

JMP and Minitab

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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

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-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

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

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!