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MarketingPilot Agency Management System - Comprehensive Reports

MarketingPilot provides users with a comprehensive reporting solution that enables the creation, management, and delivery of both traditional, ink-on-paper reports and interactive, web-based reports.

Standard Reports
MarketingPilot includes a broad range of standard reports. Export any of these reports to Microsoft Excel, Adobe Acrobat, or HTML with a single click.

Report Authoring
Marketers can create custom reports and explore MarketingPilot data using the powerful and easy-to-use Business Intelligence Studio. Export reports to formats such as Microsoft Excel, Adobe PDF, HTML, etc.

 

Ad-hoc reporting
A user-friendly ad-hoc reporting tool is available to enable marketers to create their own reports and explore MarketingPilot data. A user-friendly query tool enables users to build reports without deep technical understanding of the underlying data.

Custom Report Design
Our team of report design consultants is available to write custom reports for you. We've developed more than 1,000 custom reports for clients to-date. Our structured methodology and deep experience enables us to provide the reports you need quickly and at low cost.

Web-based reporting for partners and clients
Deploy interactive Web-based reports to deliver information to customers or partners over extranets or the Internet.

 

Report Management
Powerful report management features enable a high degree of control. Reports can be added to the MarketingPilot shortcut bar and/or deployed to a report web site for access by non-MarketingPilot users. Organizations can deploy interactive Web-based reports to deliver information to customers or partners over extranets or the Internet.

Technology
MarketingPilot integrates Microsoft SQL Server Reporting Services to support the full 'reporting cycle' from authoring to deployment.

Report Security
MarketingPilot's flexible, role-based security protect reports and information. For example, access to payroll transactions can be restricted to select users.

Reports

Company and Financial

  • Balance Sheet
  • Budget Worksheet
  • Comparative Inc. Statement
  • Estimate
  • Expenses Bar Chart
  • General Ledger Detail
  • General Ledger Summary
  • Income Statement
  • Journal
  • Payroll
  • Trial Balance

Jobs/Tasks

  • Component Requests
  • Component Usage Summary
  • Expense Listing by Job
  • Job Listing
  • Job Profitability
  • Job Report
  • Job Task Gantt Chart
  • Job Time Billing by Contact
  • Job Time Billing by Service
  • Job Time by Contact
  • Job Work In Process
  • Unbilled costs by job
  • Task Report
  • Task Listing
  • Task Time Listing

Banking

  • Cash Receipts
  • Check Details
  • Deposit Details
  • Deposit Slips
  • Reconciliation Summary

 

Campaigns

  • Campaign Listing
  • Campaign Report
  • Program Listing
  • Results Metrics

Clients and Receivables

  • A/R Aging
  • A/R Summary
  • Client Balance
  • Client Estimate
  • Client Quote
  • Client Quote Listing
  • Collections Report
  • Cost Estimate
  • Invoices
  • Item Price List
  • Media Sales
  • Open Invoices
  • Rep Balance
  • Sales Order
  • Statement
  • Unit Sales by Item

CRM/Marketing Database

  • Contact Listing
  • Contact Report
  • Email
  • New Contacts by Assignment
  • New Contacts by Month
  • Lead Listing
  • Lead Report
  • Opportunity Report
  • Opportunity Listing
  • Opportunity Summary
  • Rep balance
  • Sales by Client
  • Sales by Item
  • Sales by Rep

Events

  • Event Listing
  • Event Report
  • Staffing

Media

  • Billboard Expense
  • Billboard Invoice
  • Billboard Order
  • Email Expense
  • Email Invoice
  • Email Order
  • Insert Expense
  • Insert Invoice
  • Insert Order
  • List Expense
  • List Invoice
  • List Order
  • Magazine Expense
  • Magazine Invoice
  • Magazine Order
  • Media Traffic Report
  • Media Outlet Report
  • Media Outlets
  • Media ROI
  • Media Results Summary
  • Newspaper Expense
  • Newspaper Invoice
  • Newspaper Order
  • Web Expense
  • Web Invoice
  • Web Order

Sales/CRM

  • Contact Listing
  • Contact Report
  • Email
  • Lead Listing
  • Lead Report
  • New Contacts by Assignment
  • New Contacts by Month
  • Opportunity Report
  • Opportunity Listing
  • Opportunity Summary
  • Pro forma Invoice
  • Rep balance
  • Sales by Client
  • Sales by Item
  • Sales by Rep

Time Slips

  • Time Slips

Vendors and Payables

  • A/P Aging
  • A/P Summary
  • Expense Item Listing
  • Expenses by Vendor
  • PO Listing
  • Purchases by Vendor
  • Purchase Order
  • Request For Quote
  • Unpaid Bills
  • Vendor Balance
  • Vendor Open PO Balance
  • Vendor Quote
Ad Agency Management Software Features

- Accounting
- Accounts Payable
- Ad Bookings
- Alerts
- Analytics/Performance
- Approvals/Online Markup
- AR/Invoicing
- Ad Sales & Inventory Management
- Banking
- Budgets

- Business Development/CRM
- Campaign Management
- Collateral Management
- Contract Management
- Conversion from other systems
- Digital Asset Management
- Direct Marketing
- Direct Response
- Editions
- Email

- Estimates
- Event Management
- General Ledger
- Inventory Management
- Jobs/Production
- Job Profitability
- Lead Management
- Marketing Calendars
- Media Buying & Planning
- Multiple Currencies

- Payroll
- Purchasing
- Print Production
- Reports
- Requests
- Scheduling
- Time Slips
- Vendor Management
- Web Portal

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