1. Reports by industries & positions
Charisma Analyzer

2. Charisma Analyzer
Start a new dialog with your data
The solution is adapted to any type of data
It delivers integrated reports no matter the source (either internal or external) or
the type of data
The integrated reporting covers the entire decision flow
It suits operational employees, managers or top management
Efficient tracking of the business covering all dimensions
Sales, financial, support, manufacturing, partner relationship

3. Charisma Analyzer
What recommends us?
+ 100 implementations in companies in all industries & positions
Retail, distribution, manufacturing, constructions, services, medical …
Sales, accounting, financial, human resources, supply chain …
High quality
Fast data delivery, easy-to-use interface & fast connection to all sources of data
Seamless integration with TotalSoft’s suite of solutions
Charisma ERP, Charisma HCM, Charisma Medical Software, Business Applications,
Primavera, ACOLLADA (Software development)

4. Charisma Analyzer
Reports by industries and positions
Leasing Human Resources
Retail & distribution Supply chain
Manufacturing Sales
Medical Financial & accounting
Oil & Gas

5. Charisma Analyzer
Leasing

6. Leasing
New business, outstanding, overdue
 New business, outstanding, overdue
 Multiple perspective over the evolution of types o contracts with considerable changes – types of
items, industries, sales agents, geographical regions, rating etc.

7. Leasing
New business, outstanding, overdue
 New business, outstanding, overdue
 Multiple perspective over the evolution of types o contracts with considerable changes – types of
items, industries, sales agents, geographical regions, rating etc.

8. Leasing
New business, outstanding, overdue
 New business, outstanding, overdue
 Evolutions of type of industries included in the analysis

9. Leasing
New business, outstanding, overdue
 New business, outstanding, overdue
 Evolutions of type of contracts according to ratings

10. Leasing
New business, outstanding, overdue
 New business on sales agents
 Evolutions of contracts on type of businesses and sales agents

11. Leasing
New business, outstanding, overdue
 New contracts on business segments
 Evolutions of contracts on types of businesses and sales agents

12. Charisma Analyzer
Retail & distribution

13. Retail & Distribution
Sales on geographical regions & counties
 Sales on geographical regions & counties
 Sales are grouped according to item categories
 Dynamic reports – by selecting one region, only items belonging to that region will be
displayed

14. Retail & Distribution
Fiscal receipts for a determined period
 Fiscal receipts for a determined period
 The number of fiscal receipts is divided into week days, months or individual days
 The number of fiscal receipts is highlighted on stores – for a certain threshold they are red,
over the threshold they are green

15. Retail & Distribution
Fiscal receipts for a determined period
 Number of fiscal receipts on stores and days

16. Retail & Distribution
Sales on item categories and geographical regions
 Sales on item categories and geographical regions
 Sales on counties and profitability rates are displayed on the map
 The sale is indicated by the size of the circle, while the profitability rate is indicated by the
color – under a certain threshold the profitability rate is red

17. Retail & Distribution
Sales and margins on item subcategories
 Sales and margins on item subcategories
 The profitability is highlighted with different colors
 The report shows the evolution of the sales on years & highlights the trends

18. Retail & Distribution
Sales and margins on item subcategories
 Sales and margins on item subcategories
 The graph shows immediately the most profitable products and the ones with the lowest
sales

19. Retail & Distribution
Pareto analysis
 Pareto analysis
 Analysis on items and brands – the analysis highlights the 20% of the items that incur an
80% profit for the company

20. Retail & Distribution
,,What if?” analysis
 What If?
 Dynamic analysis scenarios can be created – with 3 variables (unit price, cost & quantity)
users can analyze the impact of the price decreases over margins and revenues

21. Retail & Distribution
Items sold top
 Top 10 sold items

22. Retail & Distribution
Sales vs. target analysis
 Sales vs. target analysis
 Company or detailed level, here sales agents.

23. Retail & Distribution
Sales indicators monitoring
 KPI monitoring
 Dynamic analysis of the most profitable indicators for each store – out of stock, shelf void, on
shelf avalibility, share of market etc.
 Indicators can be individually selected by each user according to the depth of the analysis

24. Retail & Distribution
Impact of promotions
 Impact of promotions
 The graph shows a comparative analysis between 3 stages of the companies– sales before
promotions, during promotion & post-promotion
 Filter by geographical area and promoted items

25. Retail & Distribution
Planogram performance
 Items best sold according to planogram
 The report shows the commercial status of different types of items the way they are
distributed in the planogram and according to their history

26. Charisma Analyzer
Manufacturing

27. Manufacturing
Qualitative indicators of the manufacturing flow
 Qualitative indicators of the manufacturing flow
 The report shows the analysis of orders in progress on the available machines at a certain date
 Time allocated to equipment preparation, functioning, downtime, operating speed

28. Manufacturing
Analysis of production bottlenecks on geographical units
 Manufacturing quality
 In dashboard, users can pick analysis on each type of equipment available on the preferred
location
 The results cover the manufacturing period, number and types of errors

29. Charisma Analyzer
Medical

30. Medical
Medical units profitability analysis
 Medical units profitability analysis by market
 Managers can see the profitability sources for each medical unit according to their
geographical location
 Outs on specialization & profit, and the impact & cost of the promotions

31. Medical
Share and costs associated with all diseases
 Share and costs associated with all diseases
 The information included – percentage of costs/diseases, distribution of diseases/patients, costs
atrase associated with diseases/patients, age selector for additional investigations. The
information is useful for managers and medical services insurers.

32. Medical
Patient location according to age and postal code
 Patient localization on the map
 The report segments all patients according to specific criteria & medical supervision period

33. Medical
Management of patient cycle time
 Waiting time at reception, investigation room, check-out
 The report shows the improvement of the patient cycle time on each stage of their flow within
the medical unit

34. Medical
Appointments Management
 Trend for a dentist’s appointments and patients’ profile
 These information help managers make better decisions in areas that deserve promotion for
patient flow equilibration

35. Charisma Analyzer
Oil & Gas

36. Oil & Gas
Manufacturing areas performance
 Analysis of the manufacturing history by units

37. Oil & Gas
Upstream
 Upstream
 The report allows the allocation of resources, manufacturing capacity and an overview of the
available resources

38. Oil & Gas
Cross-stream
 Cross-stream
 This report integrates various types of data location of drilling wells, tectonic activity in the area,
the cost associated with installations, operating depth, unproductive days

39. Oil & Gas
Raportare macro
 Report on installations on locations or drilling trends

40. Charisma Analyzer
Human Resources

41. Human Resources
Workforce planning
 The report allows you to make presumptive scenarios and impact analysis on the number of
employees who are under a particular retirement target
 Profiles at the bottom of the company provide a complementary perspective: distribution of
employees on departments according to similar activities

42. Human Resources
Staff analysis
 Staff analysis can now be achieved through a single report that captures the dynamic global trends
of personal information, with option for further analysis by department and time intervals according
to changes in position, employment or business interruption
 Performance KPI: employee categories (manager, executive, auxiliary) or leaves

43. Human Resources
Succession planning
 Visual analysis helps to identify risk areas where you can lose a significant number of employees.
The report displays all groups of employees in the company according to age and number: very few
groups who have targeted elderly members to develop succession plans and so to reduce the risk of
the positions occupied

44. Charisma Analyzer
Supply chain

45. Supply chain
Routes and logistics
 Routes and logistics
 When selecting a town, the available route is highlighted, as well as the weather forecast for the
area
 It displays distances between supply centers and business locations

46. Supply chain
Available merchandise
 Available merchandise in each location
 Integrated view of all products according to their availability
 In addition, it includes QOH and sales by region forecasts

47. Supply chain
KPI forecasts
 KPI forecasts
 Multiple modeling methods can be defined – agressive, deterministic, cost optimization etc.

48. Supply chain
Performance indicators
 Advanced performance indicators
 Various type of indicators can be group in one dashboard – sales, geographical information, YoY
evolutions and comparisons with pre-established thresholds etc.

49. Supply chain
Turn time
 Turn time
 The report shows the number of days required to complete a certain stage of the production and
the volume that was processed and the equivalent percentage

50. Charisma Analyzer
Sales

51. Sales
“What If?” analysis
 “What if” analysis?
 The report includes different remuneration scenarios according to sales trends and performance
of the sales agents. Users can change mix components such as compensation value,
estimated sales quota and commissions.

52. Sales
Sales and sales agents performance
 Commercial performance indicators
 The report shows the company’s current status on different components - % of sales achieved
out of the total, individual performances of the sales agents (have/haven’t reached the afferent
quotas), regional distribution of sales.

53. Sales
Performance and sales pipeline analysis
 Evolution of sales on regions and items
 Every user can access the types of items he/she is responsible for and can consult the history of
their trends
 Total sales are then divided into geographical regions and periods (weeks)

54. Sales
Sales volume on dimensions
 Dimensions – (weeks, semester) on groups or individual

55. Charisma Analyzer
Finacial & accounting

56. Financial & accounting
Balance sheet
 Balance sheet
 Report configurable on dimensions included in the balance sheet, with the possibility to
consult the budgeted vs. planned areas, information reported in multiple currencies and
locations (holding, Company1, Company2 etc.)

57. Financial & accounting
Cash flow
 Cash Flow
 The information reported can be consulted in many currencies configured in the system.,
while their separation is done for each entity of the organization.
 Users can compare actual vs. budgeted.

58. Financial & accounting
Economic-financial indicators
 Mixed indicators
 Dynamic graph evolution on configurable periods of time and evolution of indicators after
selecting specific dimensions

59. TotalSoft Headquarters
Global City Business Park, Building O2, 8th Floor, Bucharest, Romania
T: +4021 335 1709
F: +4021 335 1712
marketing@totalsoft.ro
www.charisma.ro ; www.totalsoft.ro