1. Corporate Highlights
Key Partnerships Company Sanpshot
Top Verticals: Pharmaceuticals, Telecom,
Insurance, Financial Services, Consumer
Goods and Automotive
Product Capabilities:
Cognos, TM1, DataStage, BSP
Customer Summary:
• More than 20 customers
• Deployed in 10+ countries
Financials:
• $MM in Revenue
• $Profitable 3 straight years
Locations: Sydney, Melbourne, Canberra,
Singapore

2. PMSquare Provides Consulting Services & solutions with
detailed practical experience across all industries
Consulting Services Focus Areas:
• Customer Analytics & Reporting: Helping
businesses stay focused on their customers with
innovative and effective approaches to marketing, Telco & Financial Healthcare Consumer Automotive
sales and customer service. High Tech Services Products
• Finance & Sales Performance Management:
Exploring the relationship between finance mastery
and achieving high performance, and delivers
experience and assets that can help businesses
and governments master their finances with Financial Performance Management
comprehensive approaches backed by proven - Budgeting, Forecasting & Planning
assets. - Risk Management
• Talent & Organization Performance: Guiding Business Intelligence
companies toward strategic ways of elevating an - Analytics, Reporting, Scorecards & Dashboards
organization’s performance with services in change
- ETL & Data-warehousing
management, human capital and organization
effectiveness, - Predictive Analytics
• Operations & Supply Chain Performance: Productivity Improvement Solutions
Improving visibility of operational performance, - Improve administration & mainteance
turning insights into action that drive performance.

3. About PMSquare
Some clients that rely on our trusted advise:

4. PMSquare Powers Business Analytics for any organisation:
Common Decision-Making Model Open, Enterprise Platform Source System
Seamless Business Intelligence Analytics Drill Through Packaged Reporting & Analysis
Financial Analytics Sales Analytics Risk Analytics
 Ledger  Pipeline Performance  Operational
 Payables  Sales Force Performance  Strategic
 Receivables  Sales Segmentation  Enterprise Risk
 Cash Management  Incentive Compensation  Scorecards
 Customer/Vendor Risk  Pricing and Program Analytics  GRC
Workforce Analytics Marketing Analytics Procurement Analytics
 Talent Development  Customer Segmentation  Spend Analysis
 Talent Management  Product & Pricing Analysis  Vendor Analysis
 Talent Retention  Promotions Analysis  Contract Management
 Workforce Strength  Brand Analytics  Operational Efficiency
 Compensation
4

5. Developing strategic initiatives for success
 Maximize Revenue
Sales Effectiveness  Promote Higher-Margin Selling
 Engage and Retain Employees
 Introduce New Products Successfully
 Training and Development
 Streamline Processes
Risk and Regulatory  Establish standardized reporting
Compliance and audit trail
 Pay accurately and in a timely
manner
 Comply with Local Regulations
(e.g. Payments, Quotas)
Operational Effectiveness  Accelerate Cycle Times
and Cost Control  Reduce Variance among Sales Team
Members
 Reduce Overhead
 Minimize Errors and Reduce Shadow
Accounting
 Automate Processes

6. What is Sales Performance Management?
Ad hoc Analysis Territory Management
Forecasting Quota Management
What-if Analysis Modeling & Testing
Compensation
Management &
Calculation
Scorecards Statements
Coaching Adjustments
Best Practices  Ad Hoc Reporting
Plan Acceptance Dispute Resolution Payments

7. Sales PM Solution End to End Core Capabilities
Plan & Model Calculate & Pay Report & Analyze Take Action Improve Results
• Effective & Future Dating • Ad Hoc Real-Time Reports • Communicate Incentive Plans • Reduce Admin Costs
• Hierarchy Management
• Personalized Dashboards • Manage Disputes • Drive Sales
• Dynamic Quota Allocation • Multiple Metrics & Rules
• Share/Split & Off Cycle • Quota Performance & • Payments & Adjustments • Reduce Comp Costs
• Territory Alignment
payments • Ranking Reports
• One Offs & Bulk Updates • Compliance
• Model Cost & Results
• MBO, Bonus, Commissions, • Historic & Projected
Non-Cash Performance • New Data & Metrics
• Scalability • Non-sales Related Metrics • Coaching

8. Sales Analytics Highlights
Analytics Views Payee/Rep Views
Sales & Orders Payee Dashboard
 Top Order Amount by Product Category (Current and Prior Period)  Sales - Last 7 days and Last 12 period trend
 Current Period Order Summary  Attainment - Actual vs. Target Performance by Comp Plan
 Counts by Transaction Type (Current and Prior Period)  Products - Sales and Commissions by Product
 Commissions – Payment trends
Attainments
 Attainment Distribution (YTD) Reports
 Attainment Distribution (Current Period)
 Last 7 days Sales Trend
Payments  Attainment Trend
 Commission Expense and Order Value Trend  Period Sales Trend
 Current and Previous Period Pay  Sales by Product
 Payments by Employee (Current and Prior Period)  Sales vs. Commissions
 Payments by Employee (YTD)  Sales Ranking
 Top 10 Performers by Current Period Payment
Pay for Performance
 Pay for Performance - Last 12 Periods vs. Payments Key Dimensions & Metrics
 Pay for Performance - YTD Achievement vs. Payments » Employee, Title, Department, Territory
 Performance Consistency /Exception Analysis » Order Date, Period , Quarter, Year
» Plan, Model
Ad-Hoc Report Builder » Product, Product Category, Type
 Sales and Orders » Order Value, Period Performance, Commission Due
 Commissions » Rank (by Team, Product, Plan), YoY and PoP growth, % of Total

9. Sales Performance Management enables…
Sales Visibility of Overall Gain visibility into the overall performance of
their organization, and determine what
Executives Performance.
actions need to be taken to ensure their
organization is aligned with company goals.
Easily manage commission processes,
Sales Operations Ease of Commission
tasks, and payments, as well as resolve
& Compensation Administration.
disputes and inquiries.
Administrators
Monitor team performance, identify top
Sales Drive Targeted performers and sales reps who may require
Managers Behavior Change. coaching. Assign performance
improvement tasks.
Track their Sales performance, view
Sales Team Self-Monitor commission statements and drill into
Members Performance. transaction details, and perform what-if
analysis.