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Analysis Template Files (*.c3T)

Analysis Template Files are similar to standard Analysis Files (.c3) in that they contain the same information - Member Selections and View definitions. However, while the .c3 files are specific to a particular QuickBooks company file and a particular cube type ( SalesProfit, P and L, etc.), the .c3T files are not company specific and can be used with any QuickBooks company and a cube of the same type.

This means that the Cubularity Support Team can create an Analysis that can be used out-of-the-box and imported by users into their implementation of Data Explorer Suite and QuickBooks company fiels.  These are somewhat similar to the Sample Analyses that are available with Data Navigator.  However, the Template Files can be distributed individually and downloaded from our web site.

Below are several examples of Analysis Template Files:

Product Matrix Screenshot Product Matrix View from Analysis Template File (click for larger view)



Matrix Analysis Template File - (Matrix SalesProfit.c3t)

This is similar to the popular Quadrant Analysis used by retailers in implementing Category Management and seems to have been derived from the work done by the Boston Consulting Group many years ago. This Analysis provides both product / item oriented Views and customer oriented Views.

Product Matrix
View the relative profitability of each  Product/Item broken into its Sales and Gross Margin components.  Evaluate how each product might be changed or priced to see if it can be moved into the upper right quadrant. 

Items in the upper left quadrant should be viewed as to how to increase units sales, Items in the lower right to how they can increase gross margin - raise price or lower cost.  Items in the lower left should be considered for deletion.
Customer Matrix Screenshot Customer Matrix View from Analysis Template File (click for larger view)






Customer Matrix
This is another form of the Quadrant Analysis, but comparing Customers in terms of their contribution to profit. 

Again, think of how you might change your customer strategy to shift customers toward the upper right quadrant.



Customer Pareto Screenshot Customer Pareto View from Analysis Template File (click for larger view)


Customer Pareto Analysis Template File -

(Cust Pareto SalesProfit.c3t)


This is similar to the popular Pareto Analysis in which the Sales per customer is ranked, sorted by sales rank and accumulated.  Then the customers are measured on accumulative sales and accumulative number.  It quickly allows to see how your results compare to the 80-20 rule (80% of Sales result from 20% of customers).

If a small number of customers account for a large percentage of sales, then you should consider strategies to improve sales of the customers who do not contribute very much to profit or try to replace them with customers similar to the few who account for the lion's share of your business profit.





Product Pareto Screenshot Product Pareto View from Analysis Template File (click for larger view)


Product Pareto Analysis Template File -
(Product Pareto SalesProfit.c3t)

This is similar to the popular Pareto Analysis in which Products / Items are ranked, sorted by sales rank and accumulated.  Then the products are measured on accumulated sales and accumulated number.  It quickly allows you to see if the products sales follow the 80-20 rule.

If a small number of  products account for the majority of the sales,then you might consider discontinuing products that do not contribute and are duplicates of products that do contribute to sales.