Updates

Beta V 1.1.0

The following is a listing of the updates released in the Countrpoint Cloud Platform (CP2)

Branch Classification

We have introduced the ability for you to group your branches by Region, Type and Size. As an admin user, you will now have access to the Branch Management module

Entering into Branch management will give you a listing of all of your branches, and optional drop-down boxes to assign your branches to the various groups.

To create classifications, you can navigate into any of the Region/Type/Size headings to create new categorizations that can then be assigned to branches

 

Modified Flightdeck

The FlightDeck Dashboard has been modified to focus solely on performance indicators and allow you to filter what data is used to make up your Key performance indicators. The default view is a month to date total for all accounts under your control with comparatives to the same period last year.

The new features allow you to click on the 'Current View' tab to adjust that view

Clicking the punch-out will present you with the various filtering options available to you

This includes changing the current period being analyzed, the comparative period it is analyzed against, the specific branch or branches that are to be included as well as specific customers to be used. As you select the options and press the submit button, your dashboard indicators will be updated with these filters.

Enhanced Goals

With the migration of flightdeck to a more indicator focused model, the goals have been moved to their own subsection.

Navigating to the goals page will now present you with all of the current active goals applicable to your account

Clicking the name of any of the goals will present you with the goal detail, and clicking the View/Edit Goals link will let you add/maintain the goals

 

Pre-built Reports

Another piece of the old dashboard was the drill-down customer sales table. This has now been moved to a section that will be expanded on in future releases. 

Under the report generator module, a new Prebuilt Reports sub-module is available. At the moment, the details sales drill-down tables is the only new report listed 

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As feedback is received, custom reports will be placed here for user consumption.

Expanded Report Generator

The basic Sales and Inventory reports have had numerous new detail fields, as well as aggregate fields added. Some to note are First Item Sale, Last Item Sale, Total of current 12 months sales, Total of Previous 12 months sales, all price levels and transaction types along with numerous others.

Overnight Reporting

The weekly and monthly emailed reports within CPMailer have been modified to compare the current week/month to the same week/month of last year.

CounterCRM

A minor addition to the CounterCRM module includes a new 'Monthly Sales History' graph that displays the customer's sales by month over the past 12 months with a comparison to the previous year 

Sales comparisons have also been updated to represent a year-over-year comparison

Beta V1.2.0

The following is a list of the feature changes from Beta V1.2.0:

FlightDeck Dashboard

Updates to the FlightDeck Dashboard tiles, adding a breakout for online sales and moving the tiles into a tabbed panel.

 

Added the GP% at the end of customer and clerk names in the Top Customers by Sales and Top Clerks by Sales graphs.

Added a second "Sales By Day" chart, totaling the cumulative sales over the period.

 

Inventory Dashboard

Added a new page onder the FlightDeck module for Inventory analytics. This includes some base metrics such as total inventory values by branch and category, top categories by value, old stock value, old stock by category, and turns. These metrics also follow the same conventions as the Flightdeck sales dashboard wherein the user can filter by branch, or group of branches. If they have already made a filter selection within the sales dashboard, that selection follows to this page.

 

 

Goals

Minor visual changes to create an obvious vertical break between the goals.

Also added in the target value as of today to the graph so that the gauge shows a relative point where the user should expect to be based on how far along you are in a month. This is shown as a floating number above the arc of the graph.

 

CounterCRM

System now remembers the last customer you selected. Before, once you left the CounterCRM you would have to re-select the customer if going back in. Now, you have the option to go back to any of the CounterCRM pages with that same customer or go to the customer selection screen.

 

Also added in a yearly sales graph by month and properly sequenced it to be reverse chronological.

 

Weekly Alerts

Same as the monthly sales alert reports (Sales down X percent, or 30/60/90 beyond a threshold), but can be sent on a weekly basis. Toggled independently of the monthly sales alert reports.

 

Report Generator

Added in the remaining fields from our import data, as well as things like first sale, last sale, average cost.

For reports generated and saved after the update, you will have the option to return to the edit menu with the report's options filled out from the saved reports list.

 

Prebuilt Reports

Historic Sales Report - Historic sales report, but month, for the past 3 years showing Sales and GP%. Able to be filtered by branch or group

Historic Inventory Report - Historic inventory report, for the past 3 years showing inventory value by month. Also able to be filtered by branch or group. Also includes line graph for visual representation.

This data is collected independent of Counterpoint. If you would like your historical data loaded in, please contact support to discuss options.

 

Next Release

The next release is expected to being the ability to grant users permissions to different pages and branches, as well as change the method by which new members register. If you have thoughts or opinions on how you would like to see this implemented, contact support.

 

 

 

Beta V1.3.0

CP2 Manager Module

    1. Allows administrators to 'invite' new users vs. the old registration method.
    2. CP Manager is also a new user permissions module that allows a company admin to create users and assign permissions to a user. This allows you to limit what modules and/or branches a user has access to. You are also able to create 'Manager' users. These users will be able to invite additional users who will be limited in their permissions based on the manager who invited them.

Additional metrics introduced on the FlightDeck sales dashboard.

    1. New Cumulative Sales graph.

Additional Custom CPMailer report.

    1. Now sales staff can elect to get their customer alert report on a weekly basis. Sent on Monday mornings.

Additional Prebuilt Reports

    1. Detailed Sales History - Shows a table of the last 6 months sales & GP% by category, indicating where sales were up or down. Information is presented in a table which features the 1 click export to CSV/Excel/PDF
    2. Detailed Inventory History - Shows a table of the last 6 months inventory value, by category indicating inventory value and difference from month to month.

V1.3.0

This release takes aim at a number of new and very exciting features aimed at adding efficiencies for your counter staff. This release also takes us out of our beta testing and to a production/live infrastructure.

QuickDial

Sales FlightDeck updates

Inventory FlightDeck updates

CounterCRM enhancements

Revamp of CPMailer management and new reports

A number of enhancement to the overnight reporting module

ResourceCenter Rework

The ResourceCenter module has been rewritten to take advantage of some additional security measures. This also sets up some nice improvements and features we can introduce in the near future, stay tuned!

New fields in custom report generator

Updates to Prebuilt Reports

Admin Updates

Bug Fixes & Improvements

V1.3.1

Enhancements

Bug Fixes

 

V1.3.2

New Features/Enhancements

Alias Notice in QuickDial

When a lookup is performed using an Alias, the following warning is now displayed at the top of the page.

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This should help deal with any cases where an incorrect alias is used during an automatic lookup, and prevent confusion as well as provide a link back to perform a manual lookup.

 

Alias Listing in "Main Number" Tile

In both the QuickDial and CounterCRM modules, the customer information tile that contains the "Main" phone number for a customer now includes a link to view a list of all aliases associated with that customer.

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Customer Focus List Includes Customers with Alerts

The Customer Focus/Target list now automatically includes your customers who have an active customer alert, and displays which alert(s) are currently triggered from the customer listing. This is now the default view on the CounterCRM customer lookup page, and the full listing is available at the top of the panel.

The different types of alerts are shown as badges, with a grey badge being an inactive alert and a red badge being an active alert.

image-1611790549908.pngIn order: Manual Focus, Net 30, Net 60, Net 90, 30 Day Performance.
This customer is triggering the Net 60 and 30 Day Performance alerts.

 
Added Customer Alert CPMailer Block

The new "Customer Alert" CPMailer block contains a list of customers who have triggered an alert based on their performance over the last 30 days. These alerts are the same ones that cause them to appear in the focus list in the CounterCRM module, and the same as the ones that appear in their CounterCRM profile.

This report block is always calculated over a 30 day period, regardless of the frequency of the report.

Sending CounterMessages from Within QuickDial

Via the CounterMessage tab it is now possible to send a CounterMessage tied to the current customer through QuickDial. The interface is the same as you would expect from the CounterMessage module, with the customer field pre-populated.

Basic Audit Log

This update introduces a basic audit log that is available to admin users. To start, the audit log tracks the following events:

This list is expected to expand in future versions as features are added and changed.

 

Removed

CPMailer Special Reports

The CPMailer Special Reports used to only consist of a weekly/monthly "Customer Alerts" email. Now that customer alerts are available in a standard CPMailer block this report serves no purpose - and since it was the only report in this space, the CPMailer Special Reports page has been removed.

Note: There is no automatic migration between the Special Reports and the new CPMailer report block. If you wish for each salesperson to continue to receive this report, it must be added to a CPMailer report.

Bug Fixes/Small Changes

Fixed Stale Inventory Bug

Fixed an issue in the nightly upload process that was preventing inventory values from being calculated correctly.

Top Sales by Clerk

When filtering the FlightDeck Dashboard for a specific customer, the "Top Clerks" graph now properly renders again.

User Goals Display

Fixed an issue that could cause user goals to not render properly when trying to view all sales goals, which would result in the page infinitely loading.

Password Reset Functionality

Fixed an issue where the password reset function would sometimes get stuck when processing an invalid request for a password reset.

V1.3.3

New Features/Enhancements

Report Generator Exports Converted Data

Using the report generator, changes made to data via the "Convert _____" buttons after generating a report are now exported using the buttons at the top of the report. "Convert Salesperson" has also been added as an option.

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Import "firstAdded" for Individual Items in Inventory

The date an item first appeared in inventory is now tracked by the COUNTERPOINT Cloud Platform. In some existing breakdowns, such as the "Inventory Old Stock" table if enabled will use this data to filter out items that do not yet have any sales.

 

Export Data from WebReport

Added in a CSV export option for data associated with WebReports. This should help accommodate reports with a width larger than the page, but still requires that you return to the WebReport in order to sign.

 

The home page after you log in now includes a link in the "Current Version" tile taking you to the docs page for the release notes.

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Bug Fixes/Small Changes

Data Import Stability

Fixed a scenario that could cause upload data to not be imported correctly during the nightly process.

 

Nightly Process Stability

Fixed a series of scenarios where some actions (CPMailer Reports, WebReports, Password Reset Requests) could fail to be sent out after network issues occur, and require manual intervention.

 

QuickDial Invoice Count Restored

Fixed an issue with the Invoice Count tile in QuickDial always displaying 0, or an incorrect value when using an account that does not have permission to access data from one or more branches a customer has purchased from.

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CounterCRM Recent Activity - Customer Alerts Labels Changed

Changed some of the labels under the Customer Alerts tab of the Recent Activity panel to clarify which dates are being used in the displayed comparisons.

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Fix Auto-Targeted Customer List Displaying

Introduced in version 1.3.2, the automatic targeted customers based on customer alerts would only display when you had at least 1 customer manually targeted. With this fixed, the "Targeted Customers" is now the default display for the CounterCRM Customer listing. This allows you to see a list of your customers as well as which alerts are being triggered at a glance.  Of course if you're looking for a specific customer, the "All Customers" panel is still available via a button at the top.

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Add Border Around Panel Menu Buttons

Some of the panels are gaining different views you can switch between, but it wasn't always immediately obvious if you weren't expecting it. As the CounterCRM customer lookup page now features these buttons, we've added a border around the buttons which should help make it a bit more obvious when there are multiple views available.

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V1.3.4

New Features/Enhancements

New Fields

There have been a number of new fields added to the custom report generator

Enhancements to FlightDeck Sales Breakdown Table

The FlightDeck sales breakdown table has been updated to list all breakdown options along the top, and the new Product Group has been added as an option

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Enhancements to FlightDeck Graphs

The FlightDeck graphs have been beautified slightly to render differently.

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Small Changes / Bug Fixes

 

V1.4.0

V1.4.0

New Features /Enhancements

Report Generator Rework

As part of some upcoming features, the Report Generator has been rewritten to improve the flow of creating a new or viewing a saved report.

When you generate a report, it now displays the report content in a modal:

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Which should be functionally the same as the previous method for displaying the data.

The Saved Reports page has received some updates, including some exciting new features:

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Notably, the first two buttons are new:

Quick Run: opens the report in a modal much like seen above, without leaving the Saved Reports page.

Quick Edit: opens a small modal allowing you to adjust the filters and date range (if applicable) of the report before running it.

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Additionally some of the placements of the fields in the report generator have moved, and there is no longer a default report type selected.

Unfortunately, old saved reports are not compatible with this new format. If you need to know what fields you had used in a previous report, please contact AMS for assistance.

 

Inventory Old Stock Breakdown

The Old Stock table in the Inventory Dashboard now has a new column, "actions":

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This button brings up a list of branches for which this product is considered "old stock" which should help clarify which branches are causing a product to show up without having to cycle through each of the branches individually.

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QuickDial Shows Active Calls

In the QuickDial module with PBX integration enabled, any active calls are now displayed from the customer lookup screen.

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This aims to make the QuickDial module much more approachable for companies that don't wish to use a queue-based call answering program, and makes it easier for an agent to support a customer who was previously placed on hold. Clicking on the element will navigate to the QuickDial screen relevant for that call, as if they had just called in.

Up to 15 calls can be displayed here, where any call which the COUNTERPOINT Cloud Platform has not received notice that the call ended yet within the last hour is displayed. The display checks for new calls every 10 seconds.

Small Changes / Bug Fixes

As well as numerous tiny fixes, and behind-the-scenes upgrades to increase performance and gt ready for exciting changes we have planned!

V1.4.1

V1.4.1

New Features/Improvements

Added a "Fiscal Year" selection to time-based comparisons

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Note: This relies on the "fiscalStart" setting, which defaults to "01-01". This setting is available under Server Settings in the CP2 Admin module.

Remove cash/retail accounts from Top Customers

The "Top Customers By Sales (GP%)" graph on the FlightDeck Dashboard now excludes accounts that are listed in the cashCustomers admin setting.

CPMailer Date Comparison Daily/Weekly Update

The CPMailer module now pulls same day of same week for its daily reports.

i.e. a Monday will always be compared to a Monday, and so on.

Additionally, weekly comparisons should now work correctly on years that have 53 weeks when they are compared to years with 52 weeks.

"Returns" CPMailer Block

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A new CPMailer report block adds a list of returns to your nightly, weekly, or monthly email.

This report block may be temporary, as this information may become available as part of a bigger analysis on the COUNTERPOINT Cloud Platform at a later date.

Note: On a weekly or a monthly report, this block can get to be quite long.

New Custom Reports Fields

Sales Reports
Inventory Reports

Small Fixes

 

V 1.4.2

V 1.4.2

New Features/Improvements

Improved Styling

The style of the COUNTERPOINT Cloud Platform looks a little different with the release of 1.4.2. These style changes are necessary as we update the libraries that power The Cloud Platform, and represent a lot of work in making sure we're able to offer features at the forefront of what web browsers are capable of. There's too many changes to list them all over here, but see the screenshots of various features for examples.

New Administration Page

The administration page no longer hides analytics, because that didn't make much sense. Instead, the page is the new home for administrator-level options and functions.

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This new admin page still gives a instance-wide view of the amount of data involved, but now it includes the ability to clear cached values, as well as see and run the data procedures that process data that powers the COUNTERPOINT Cloud Platform.

Updated Filter Selection Header

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The filter selection bar has been modified to be more streamlined, providing more visibility of your statistics onscreen. Clicking the 'Current Data Filters' will present you with the ability to modify the filters.

Day of Week Analysis Report

Replacing the sales heatmap that used to live on the administration page, the Day of Week Analysis Report in the Prebuilt Reports module offers a breakdown of sales per day of week per hour over a given period.

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Clerk Analysis Report

Similar to the Day of Week Analysis Report, the Clerk Analysis Report offers  a breakdown of sales per clerk, and extrapolates some additional information that wasn't previously available such as "Active Hours" and "Invoices Per Active Hour".

"Active Hours" are calculated by subtracting the time of the first invoice on a day from the last invoice on a day for a single clerk.

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Stacked CounterCRM Monthly Sales History Graph

Alongside being updated to a newer library version, the Monthly Sales History graph is now broken out into "online" and "in-store" sales.

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Ability to Archive Users

In scenarios where a user needs to be disabled, the CP2 Manager User Management page now allows you to archive a user. Select the user in question and, under the 'Special Actions' tab is the option to archive the user.

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This will disable their access and remove them from user listings.

Addition of Bin Location

The bin location field has now been added to the Custom Report Generator screen

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Small Fixes

V 1.4.3

New Features/Improvements

Below is a complete listing of the new features included in this version

New Flightdeck Data Filter Period

Additional Sales Flightdeck Metrics

We've added a number of new KPIs and sales metric breakouts to the Sales Flightdeck dashboard

Cash/Charge Breakdown

Additional breakouts of Cash and Charge totals have been added to the top sales panel switcher in addition to Online/In-Store

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Monthly Sales Breakdown

A breakdown of sales, by month, for the past 12 months. The graph compares the past 12 to the previous 12 by month and stacks in-store and online sales

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Sales By Sales Rep

A new bar graph to display sales by sales rep for the period selected in the filters

Account-Based Metrics

New tiles reporting number of active customers, number of new customers and the current average days of receivables.

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Additional Inventory Flightdeck Metrics

All new metrics in the inventory dashboard will update based off of the values entered in the data filters.

Past 12 Month Inventory Value

A graph has been added to display trends in average inventory value over the past 12 months.

Aged Inventory Summary

We've added in a new 'Aged Inventory Summary' panel to give you quick visibility of your inventory aging, up to 3 years. This panel also reacts to the filters you have set for your inventory Flightdeck.

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Historic Graphed Metrics

We've added in 4 new graphs to show historic trends in:

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Additional Summary KPI Panel

We've also added in another summary panel of inventory metrics for the previous 12 months

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This panel includes:

Updates to Low Stock Table

Also in your Inventory Flightdeck dashboard, we have added 2 new columns to the Low Stock table

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More Custom Report Fields

Aggregate Fields

We have added a number of new aggregate fields to the custom reports:

New Type of Aggregate Field

We have added a new Historic Sales group of fields, which include a number of segmented total values

These fields still adhere to the date range filter, so to get accurate values you must select a date range that would include the selected dates. For example, to get 'Total Sales - 3 Year', your date range must go back over 3 years.

Additional Sales Fields

Additional Customer Fields

ALL Inventory Fields

We have also added in all fields found within the COUNTERPOINT inventory. This includes all fields present in the product maintenance screen within Counterpoint

Field Descriptions

We have made a number of updates to the summary / aggregate field descriptions to better identify their data and use.

Custom Report Enhancements

New Filters

Custom reports now have the ability to add a 'Not Equal To', 'Is One Of' or 'Is NOT One Of' filter

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This new feature also extends to allowing users to filter on 'not empty' or 'empty', by entering a space in the Value field.

User Specific Reports

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Web Report Enhancements

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New Prebuilt Reports

Historic Inventory Predefined Report Update

General Predefined Report Enhancements

Monthly Inventory Quantity Tracking

In addition to tracking the monthly inventory valuation, we will now also be tracking monthly onhand totals by category. The historic reporting on this will be available in a future release

CPMailer Enhancements

CounterCRM Enhancements

CounterCRM Changes

QuickDial Enhancements

Bug Fixes

V 1.4.4

Overview

In this latest update for our online business analytics platform, Counterpoint Cloud, we've focused on enhancing three key components.

Firstly, we've introduced Outstanding and Historic purchasing information. This feature empowers you to gain deeper insights into your purchases and supplier performance, providing you with valuable data to optimize your business decisions.

Secondly, we've conducted a comprehensive review of all CounterCRM pages, ensuring an exceptional mobile experience. We've also added new features to equip your sales representatives with the essential information they require while on the go or at a customer's location.

Lastly, we've put the finishing touches on our QuickDial module and seamlessly integrated Counterpoint Cloud with the AMS VoIP solution. This integration allows your clerks to access extended customer information and streamline order creation by simply answering the phone.

We're excited to introduce these improvements, which we believe will greatly enhance your experience with Counterpoint Cloud and help you make more informed business decisions.

Mobile-First Style Updates

We have made a large number of improvements, across the board in the Counterpoint Cloud Platform, to make the application more friendly on your mobile device.

Key focuses for this project were to ensure tables were accessible (notice the blue + symbol on table rows), graphs were automatically resized and that button contents and fonts were legible on all devices. 

While these changes have been made in all modules, you will notice the greatest improvements within the CounterCRM and FlightDeck modules.

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CounterCRM

Launch an autoecat session

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A new customer action button that will launch a new session of autoecat (in a new window) and automatically log you in as the selected customer.

Once logged in, you can browse the catalogue as the customer, showing their pricing and place an order as if you were them.

CounterMessages Listing

The 'Recent Messages' tab has been updated to show both open and closed messages, as well as replacing the message 'Hash' with the current status of the message.

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We have also updated the message preview link to open the selected message in a new browser tab.

PBX Integration

All customers who currently have an AMS VoIP solution deployed have had their PBX integration activated within the Cloud Platform. This means that all inbound and outbound calls to a customer's primary phone number will be available for review in both the CounterCRM and QuickDial modules, allowing you to confirm call volumes and duration for customers as well as confirm who a customer may have spoken with.

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Additional CRM Updates

Custom Reporting - Purchasing data

We have imported ALL current and historic purchasing data into the custom report generator. This has resulted in the creation of 2 new types of custom reports

Each of these reports contain all possible purchasing fields available as detailed fields, and basic aggregate fields under the calculated fields section.

QuickDial Updates

Overview

For CP2 users who also have implemented an AMS PBX VoIP solution, the Counterpoint Cloud Platform app has been updated with a number of enhancements around QuickDial.

The QuickDial integration module allows a tie-in between your phone system, the cloud platform and, in turn, the Counterpoint invoicing screen.

In an integrated scenario, a 'QuickDial' information page will pop up when you answer your phone, for the customer whose number is associated with the Caller ID. Within this page you get a number of key metrics

You can also opt to launch an autoecat session as that user, or even launch a Counterpoint invoice session as that customer.

Update Details

The updates to QuickDial in this release are related to app security, performance and porting recent CRM updates into the QuickDial module.

As well, we have made enhancements to the handling of calls answered in 'fail-over' or call-center scenarios, where the call is being answered in a location different than the one it was originally destined for. These enhancements ensure that the Counterpoint session opened from the QuickDial screen is launched in the originally dialed branch

Windows Application

We have also released a new version of our Windows application. This utility allows you to launch the Counterpoint Cloud Platform right from your desktop!

The app is available for download here: https://counterpoint.cloud/app.php

Once installed, the application will auto-update with any future releases.

FlightDeck Inventory Dashboard

Bug Fixes & Behind the Scenes Updates

V 1.4.5

Overview

This is a minor release based on some of the early feedback from version 1.4.4

Custom Reporting 

We have imported the remaining supplier data as well as introduced another report type

We have also imported some additional sales fields

Locked Items Report

A new report has been added to your CPMailer listing. The locked items report will report any items with a '*' locked price level assigned to them

Bug Fixes & Behind the Scenes Updates

V 1.4.6

Overview

This is a minor release based on some of the early feedback from version 1.4.4

Custom Reporting 

We have imported the remaining supplier data as well as introduced another report type

We have also imported some additional sales fields

As well, the Inventory report has demand broken out by the last 12 months

New CPMailer Reports

New Prebuilt Reports

Bug Fixes & Behind the Scenes Updates