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What is CleverQ ? Copyright© CleverQ®. All rights reserved. CleverQ is a trademark of Better Days Enterprises, LLC Intuit and QuickBooks are trademarks.

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Presentation on theme: "What is CleverQ ? Copyright© CleverQ®. All rights reserved. CleverQ is a trademark of Better Days Enterprises, LLC Intuit and QuickBooks are trademarks."— Presentation transcript:

1 What is CleverQ ? Copyright© CleverQ®. All rights reserved. CleverQ is a trademark of Better Days Enterprises, LLC Intuit and QuickBooks are trademarks and service marks of Intuit Inc. Excel, Access, Project, and PowerPoint are trademarks and service marks of Microsoft

2 CleverQ Transforms Data to Visualizations

3 Visualizations Types Dashboards Gauges Graphs ScoreCards Pivot Charts Pivot Tables View them... On your desktop In your presentations (via export capabilities*) On the Web Hardcopies *Export to Excel, Word (RTF), PowerPoint (clipboard), Snapshots, and more.

4 Get Reports (Data) from Spreadsheets (Microsoft Excel) Spreadsheets (Microsoft Excel) Queries ( MS Access, SQL Server, MySQL, ODBC Databases) Queries ( MS Access, SQL Server, MySQL, ODBC Databases) QuickBooks Reports QuickBooks Reports Web pages (via Microsoft Excel Web Queries) Web pages (via Microsoft Excel Web Queries) Future interfaces include MS Project, and other Accounting software Future interfaces include MS Project, and other Accounting software Custom designed interfaces from specialized data sources (e.g. AmeriSoft-Inc, IDS) Custom designed interfaces from specialized data sources (e.g. AmeriSoft-Inc, IDS)

5 CleverQ Does More Than Just Convert Data CleverQ can analyze and process the data to provide: CleverQ can analyze and process the data to provide: Additional Calculations Additional Calculations Forecasting (Regression Analysis) Forecasting (Regression Analysis) Trend Analysis (Seasonal) Trend Analysis (Seasonal) Comparisons Comparisons Alerts Alerts Conditional Advice Conditional Advice Benchmarking Benchmarking Turns Data into Intelligent Information Turns Data into Intelligent Information

6 Use CleverQ for Monitoring Monitoring Measuring Measuring Business Decisions Business Decisions Evaluating Evaluating Alerting Alerting Planning Planning

7 CleverQ Components Report/Data Extractors Analytical & Calculation Engine Visualization Processor Reports (Data) Data Cache The optional built-in security manager can limit the data and functionality to specific users or groups of users.

8 How does CleverQ work?

9 CleverQ Components (contd) Report/Data Extractors (RDE) Analytical & Calculation Engine (ACE) Visualization Processor (VP) Data Cache Extractor Definitions Parameter, Indicator, & Calculation Definitions Gauges, Dashboards, ScoreCards, etc. Definitions Blue blocks represent the CleverQ Software Gold blocks represent the users CleverQ Bundled Definition (QBD) file. Data Cache contains raw extracted data and pre-calculated results The CleverQ QBD file is like an XLS file to Excel or DOC file to Word.

10 Analytical & Calculation Engine (ACE) Definitions Parameters Parameters The mechanism for labeling the report data so it can be used in formulas. The mechanism for labeling the report data so it can be used in formulas. Similar to identifying a cell in a spreadsheet Similar to identifying a cell in a spreadsheet Parameters can also be based on a formulas referencing other parameters. Parameters can also be based on a formulas referencing other parameters. Indicators Indicators Defines what will be displayed on a gauge Defines what will be displayed on a gauge Typically used to define a financial ratio Typically used to define a financial ratio Can be categorized Can be categorized Can include ranges with colors, icons, advice Can include ranges with colors, icons, advice May include benchmark values and desired ranges May include benchmark values and desired ranges Contains formulas based on parameters Contains formulas based on parameters

11 Requirements CleverQ works on any current Microsoft operating system including: Windows XP, Windows Vista, Windows 7, Windows 2003 Server, and Windows 2008 Server. This includes both 32 bit and 64 bit versions. CleverQ works on any current Microsoft operating system including: Windows XP, Windows Vista, Windows 7, Windows 2003 Server, and Windows 2008 Server. This includes both 32 bit and 64 bit versions. The software uses Microsoft Access and is compatible with Access 2002/XP, Access 2003, and Access If you do not have Access installed on your system, the installation program will provide an option to install a runtime version so you do not need to purchase Access if you do not have it. The software uses Microsoft Access and is compatible with Access 2002/XP, Access 2003, and Access If you do not have Access installed on your system, the installation program will provide an option to install a runtime version so you do not need to purchase Access if you do not have it. There are no special requirements for your computer hardware, but the faster the CPU in your system and the more RAM/memory you have, the better performance you will have with the software. The software once loaded will occupy approximately 100 Mb of disk space. There are no special requirements for your computer hardware, but the faster the CPU in your system and the more RAM/memory you have, the better performance you will have with the software. The software once loaded will occupy approximately 100 Mb of disk space.

12 Build or Buy? With CleverQ you can choose whether to With CleverQ you can choose whether to Build your own visualizations from scratch Build your own visualizations from scratch Buy and use our pre-designed visualizations as is Buy and use our pre-designed visualizations as is Buy our pre-designed visualizations and customize them for your specific needs Buy our pre-designed visualizations and customize them for your specific needs Use our custom design services and have us create your visualizations based on your requirements Use our custom design services and have us create your visualizations based on your requirements A set of visualizations and related definitions are contained in a CleverQ Bundled Definition (QBD) file. Visit our website to see a complete list of Pre-designed QBD files.

13 The Sample QBD File (Included FREE with Purchase) Includes: Includes: Sample extracted data Sample extracted data Extraction definition to pull the following reports from any QuickBooks company file Extraction definition to pull the following reports from any QuickBooks company file Profit and Loss Profit and Loss Balance Sheet Balance Sheet Sales by Item Summary Sales by Item Summary Sales by Rep Summary Sales by Rep Summary Payroll Summary Payroll Summary Inventory Valuation Summary Inventory Valuation Summary A/R Aging Summary A/R Aging Summary A/P Aging Summary A/P Aging Summary 72 Parameter Definitions 72 Parameter Definitions 60 Indicator Definitions with formulas, ranges and advice 60 Indicator Definitions with formulas, ranges and advice 40 Gauge Definitions using the 20 different gauge types available 40 Gauge Definitions using the 20 different gauge types available 5 Dashboards/ScoreCards 5 Dashboards/ScoreCards 17 additional reports 17 additional reports Gauges Included Show: Total Income Pie Chart Total Income Actual vs. Forecast Net Ordinary Income Net Income Operating Profit Margin Company Gross Margin Ordinary Income % of Total Income Total Income (Seasonally Adjusted) vs. Linear Trend Gross Profit Pie Chart Ordinary Income as % of Gross Profit Fixed & Variable Expense as % of Gross Profit Payroll as % of Gross Profit Gross Profit & Total Expense Trends Current Ratio Acid Test Ratio Company Return on Assets Debt-Equity Ratio Net Working Capitol Ratio And more

14 Purchase Options Basic System (Comes with Sample QBD file, and ability to create custom QBD files. Also includes Excel, Queries, and QuickBooks Extractors) Basic System (Comes with Sample QBD file, and ability to create custom QBD files. Also includes Excel, Queries, and QuickBooks Extractors) Single User – Multiple Companies Single User – Multiple Companies CleverQ Standard CleverQ Standard For Use on PC using Windows XP, Vista or Windows 7 For Use on PC using Windows XP, Vista or Windows 7 Multiple Users – Multiple Companies Multiple Users – Multiple Companies CleverQ Pro-Server CleverQ Pro-Server For use on Windows Server 2003 or 2008 For use on Windows Server 2003 or 2008 Multiple Users using Terminal Services & Remote Desktop (RDP) Multiple Users using Terminal Services & Remote Desktop (RDP)

15 Purchase Options (Contd) Additional Pre-Designed QBD files Additional Pre-Designed QBD files CleverQ Live cloud Subscription Service CleverQ Live cloud Subscription Service Additional Internet viewing of Dashboards using our On-Line Service using your uploaded local CleverQ QBD file. Additional Internet viewing of Dashboards using our On-Line Service using your uploaded local CleverQ QBD file. Consulting Services ( Call us for a quote ) Consulting Services ( Call us for a quote ) Installation Installation Training Training Custom designed QBD files, extraction interfaces, etc. Custom designed QBD files, extraction interfaces, etc.

16 What to do next? View other parts of our website to learn more View other parts of our website to learn more More presentations, screenshots, features list, links, and more More presentations, screenshots, features list, links, and more Contact us for a personal live-demo Contact us for a personal live-demo Go to the Purchase Information page of the website Go to the Purchase Information page of the website Fill out the Buy Now information, and we will contact you for payment information and send you a link for the software download with your installation key Fill out the Buy Now information, and we will contact you for payment information and send you a link for the software download with your installation key

17 Contact Information CleverQ Software CleverQ Software Phone: Phone: Address: Address: 722 Alta Vista Dr 722 Alta Vista Dr Rapid City, SD Rapid City, SD 57701


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