Quick Reference Guide

Transcription

FCA SI2
QUICK REFERENCE GUIDE
®
Introduction.........................................................2
1 Getting Started.................................................3
1.1 Connecting ...............................................3
1.2 Changing Your Profile .............................3
1.3 System Functionality ..............................4
A Guide to uncovering your sales opportunity
2.1 Report Navigation ...................................5
2.2 Drill Down/Up by Geography ...............5
The most powerful tool in the world is only as good as the person using it.
And that person is only as good as the amount of know-how they possess about
that tool. This document was designed to highlight the various functions,
features and advantages of the FCA Si2 system, and turn you into a self
sufficient operator of one of the most powerful sales performance tools available.
2.3 Sorting data ............................................6
And that, in turn, will help you reach your business objectives and sales goals.
2.4 Viewing Data ..........................................6
2.5 Selection Criteria Menu ........................7
2.6 Using Bing Maps ....................................8
2.7 My Exhibits .............................................9
2.8 Export Information ................................10
2.9 Query the Si2 Data Base ......................11
2.10 Help ........................................................12
2 How To..............................................................5
3 Glossary ............................................................13
®
Introduction
FCA Si2 QUICK REFERENCE GUIDE
©2014 FCA Group. All Rights Reserved.
2
1 | Getting started
1.1 CONNECTING
1.2 CHANGING YOUR PROFILE
The application is accessible via the internet at:
If you wish to change your password or e-mail details, click on the icon from anywhere in the
system on the top bar and you will be taken to the My Profile page. In My Profile, if available, you
can select another language by clicking on the selection button next to the flag icon.
https://fga-emea-si2.urban-science.eu/FGA-SingleSignOn/
Entering your FCA credentials, you will access Si2 or you can request access from
the FCA Administrator.
Your monitor resolution needs to be set to 1024 x 768 pixels or higher. A monitor set
at 800 x 600 will still be able to show the analysis.
When accessing the system via Internet Explorer, the application is best viewed on a
full screen layout. This can be done either by clicking on “Full Screen” in the “View”
menu, or by pressing F11. Pressing F11 a second time will return the layout to normal.
Please note that for security reasons the application will log you out after 120
minutes of inactivity.
®
Getting Started
3
1.3 | SYSTEM FUNCTIONALITY
MENU
This icon opens a sliding menu from the left hand side of the screen. It shows an expandable
list of all the report types that are available within the system.
LOGOUT
Clicking on this icon exits the system.
Note: After 120 minutes of inactivity you will be logged out automatically.
CRITERIA SELECTION
This icon opens a sliding menu from the left hand side of the screen. It allows you to modify
the parameters for the current and future exhibits. Typical variables to change are: time span,
month, sales category, fuel type and geography.
REPORT MENU
This opens up a drop down menu which shows the different types of reports that can be
generated for a particular exhibit. Click on the desired type you wish to view.
SAVE CURRENT EXHIBIT
This icon allows you to save the current exhibit being viewed in your own personalized
directory (rather like”favorites”). Clicking on it will save the values of the report that you are
currently viewing. If you then navigate to another screen, you can recall this exhibit by clicking
on the view exhibits icon (see explanation of this below).
MY EXHIBITS
This is an optional icon that only appears when you have saved an exhibit. Click on it to view
any saved exhibits you have made.
HELP ON LINE
This opens up a new window providing context-sensitive help for the page being viewed. You
can read about how to interpret any analysis by clicking on a Help button. A pop-up window
will open and you can use the scroll bars to read the text.
EDIT PROFILE
Clicking on this icon allows you to edit your current profile. Here you are able to change your
password, e-mail address and other personal details.
CHART MENU
This opens up a drop down menu which shows the different types of charts that can be
MAP MENU
This opens up a drop down menu which shows the different types of maps that can be
PRINT
This icon opens up a new window with the current exhibit optimized for printing. Click on it to
open up the new window and then click on the print hyperlink in the new window to print.
PDF PRINT
This allows you to save an exhibit in a PDF format.
EXCEL SPREAD SHEET
This allows you to export an exhibit to a Microsoft Excel spreadsheet. (Reports Only)
®
System Functionality
4
2 | how to...
2.1 REPORT NAVIGATION
2.2 DRILL DOWN /UP BY GEOGRAPHY
Main Menu. All of the exhibits available can be selected
by opening the sliding menu on the left hand side of the
screen. Exhibits are grouped by Brand.
By clicking on the links on the left hand side of a report you can drill down into the data. From National level you can click on
“National” to include in the report the list of the zones. By clicking on a zone, the report displays the list of CDM.
Expand the list. This symbol next to the menu item
indicates there is a selection of reports available.
By clicking on the underlined level on the top left of the report the report will come back to the upper geographical level.
Click on the menu item to expand the list of report sections
available.
In this example the Lancia Brand has been selected.The Menu
prompts to select one of the available report sections listed below
the Brand Section. 1
In this example the Registrations menu has been expanded to show
the available report types in the Registrations section. 2
Collapse the list. By clicking on this symbol, the list is
collapsed.
1
2
®
How To – Report Navigation / Drill Down/Up By Geography
5
2 | how to...(continued)
2.3 SORTING DATA
2.4 VIEWING DATA
Headings on reports, which are highlighted when the mouse is hovered over
them, mean that the information can be sorted. To display the corresponding
figures in descending order, click once on the header of a column.
In addition to a summary report, the data may be viewed as a detailed report, on a chart or on a map.
To change the view, position your mouse over the report/chart/map tab and select the option you require.
To list them in ascending order, click again.
In this example, the report and the
map are showing the same data with
the same criteria selected. The criteria
can be changed as described in the
following section.
®
How To – Sorting Data / Viewing Data
6
2.5 SELECTION CRITERIA MENU
This is one of the most important pages in the
System, as it gives you a fine level of control over
the analysis that you will see in the system.
To change the exhibit criteria, click on the
Criteria tab. A sliding menu page will appear at
the left hand side of the screen, showing any
criteria available for you to alter in the active
exhibit.
Once you have altered the criteria, click on Ok
to apply the changes, or Close to return to the
current report without changing anything.
Please note that clicking Ok to apply the changes
will only store them while you are logged in.
To save the variable changes permanently –
until you want to change them - click on Save
as Default on the same page. This also means
that when you next log in, these will be the
default criteria.
Several criteria can be changed at the same
time while on this page. The most common
ones you will come across are time span,
month, registrations/sales category, fuel type,
benchmark and geography.
®
How To – Selection Criteria Menu
7
2.6 USING BING MAPS
Microsoft’s Bing Maps Platform provides unique and
extensive mapping features for visualizing location and
location based information. Features of Bing Maps on
Si2 include:
1. A navigation tool that provides users with the ability to
zoom and pan
2. The ability to zoom and pan the map using your mouse
3
3. The ability to adjust the opacity of the regions/areas
4
2
4. The ability to switch views from road to aerial
Aerial view overlays satellite imagery onto the map
and highlights roads and major landmarks to be easily
identifiable amongst the satellite images.
The navigation bar in the top left hand corner of the map
screen (shown above) allows the user to:
1
1. Z
oom,
2. P
an,
3. S
witch View (from Aerial and Road), and also
4. A
djust Opacity of the Regions/Areas displayed
on the map.
®
How To – Using Bing Maps
8
2.7.1 MY EXHIBITS - SAVE ANALYSIS
2.7.2 MY EXHIBITS - RUN AND MANAGE A SAVED ANALYSIS
Because the application offers a large choice of combinations of analysis through
its navigation tools, you can save an analysis so it is easier to retrieve later on.
Furthermore, since the application deals with monthly data, the saved analyses will be
automatically updated as the period of analysis changes.
To retrieve an analysis that you have saved, select the My Exhibit button from any
screen.
To save the current analysis you are viewing with its criteria, select the My Exhibit icon.
Storage options:
Item Name: Enter the name you want to save the analysis as (or accept the default).
Sort: Enter the order priority you would like to see the new metrics placed in (when
storing more than one).
Your list of saved analyses will be displayed.
Clicking on Run Exhibit will show you the exhibit with the latest available data.
Clicking on Edit will allow you to update the settings of an analysis – that is,
name and sort priority.
Clicking on Delete will remove the shortcut to a saved analysis from your settings.
You must click on Update to Save, or Cancel / Delete to discard.
You can use the Main Menu or Run Exhibit selector icons to exit this page.
®
How To – My Exhibits
9
2.8 EXPORT INFORMATION
It is possible to export the data in the reports for your own use outside this system.
To do so, select the Export to Excel tab. A pop-up window will ask you whether you
want to open the file or save it. Click on “Save” for later retrieval. You will be able to
open this file using Excel.
When clicking on “Open”, the file automatically opens Microsoft Excel with the data
within the report.
®
How To – Export Information
10
2.9 QUERY THE SI2 DATA BASE
The OLAP Cube component allows users to query the Si2 Registrations, Sales and Car Parc Databases
through an interface similar to an Excel Pivot Table.
For each OLAP Cube, user can decide which data attributes should be included in the rows and columns
of the multi-dimensional table.
From the grey bar on top of the table there is a list that contains all available data attributes. You can
filter the data by right clicking on the relevant field.
The list of all items will display in a drop down list, where they can be checked and unchecked.
The first time you will use the OLAP Cube you will be asked to allow the installation of the “Contour
Cube 3.0 ActiveX” component on your machine which is required to use the Si2 OLAP Cube.
If you have sufficient privileges on your machine, by clicking Ok to the pop-up window, in few seconds,
the component will be installed and you will not be asked on future sessions.
If you do not have sufficient privileges, you need to ask support to your machine administrator.
®
How To – Query The Si2 Data Base
11
2.10 HELP
You can obtain further detail about an analysis by clicking on the Help button on the
top right corner of the page. A pop-up window will open.
®
How To – Help
12
3 | glossary
BRAND REGISTRATIONS:
Number of New Vehicles sold by a Manufacturer.
(DEALER) SALES:
Number of New Vehicles sold by an FCA Dealer (in the whole country, regardless his CDM)
(DEALER) SALES IN TERRITORY:
Number of New Vehicle sold by an FCA Dealer in his CDM
SEGMENT OPPORTUNITY:
Competitive Segment Registrations multiplied by the market share of a benchmark.
Example: Volume Seg A (in a Territory “X”) = 100.
Benchmark (for example: National) Market Share = 10%.
(Territory “X”) Segment A Opportunity = 100 * 10% = 10.
(BRAND) OPPORTUNITY:
Sum of the Opportunity of each Brand Competitive Segment.
(BRAND) PERFORMANCE INDEX (P.I.):
Brand Registrations / Brand Opportunity
DEALER SALES EFFECTIVENESS:
Dealer Sales / Brand Opportunity
OPEN OPPORTUNITY:
If Opportunity > Registrations than Opportunity – Registrations. 0 otherwise.
By definition Open Opportunity are 0 or positive.
GAIN/LOSS:
Registrations - Opportunity.
Represents the balance between registered units exceeding the opportunity and the missing units to achieve the opportunity.
®
Glossary
13

Quick Reference Guide

Transcription

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