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Presentation transcript:

Copyright 2011 Racing Snail, Inc. All Rights Reserved1

2 Racing Snail Tracker 101 Set Up for Success Set Up for Success Ins and Outs of Data Entry Ins and Outs of Data Entry Getting Value from Reports Getting Value from Reports IPAs – “Agency Omniscience” IPAs – “Agency Omniscience” Please, please, please don’t ever do this… Please, please, please don’t ever do this…

How to start the program Copyright 2011 Racing Snail, Inc. All Rights Reserved3 In the W drive you will find the Racing Snail Folder with a 2011 Folder. Open it and you will see all these files.

Copyright 2011 Racing Snail, Inc. All Rights Reserved4 Racing Snail 101 Cardinal Rules

Copyright 2011 Racing Snail, Inc. All Rights Reserved5 Set-Up for Success

Copyright 2011 Racing Snail, Inc. All Rights Reserved6 Set-Up for Success

Copyright 2011 Racing Snail, Inc. All Rights Reserved7 Set-Up for Success

Copyright 2011 Racing Snail, Inc. All Rights Reserved8 Set-Up for Success

Copyright 2011 Racing Snail, Inc. All Rights Reserved9 Set-Up for Success

Copyright 2011 Racing Snail, Inc. All Rights Reserved10 Set-Up for Success

Copyright 2011 Racing Snail, Inc. All Rights Reserved11 Set-Up for Success Goals Set Up Goals Set Up –Staff Goals –Office Goals Not Here Click Here

Copyright 2011 Racing Snail, Inc. All Rights Reserved12 Set-Up for Success Goals Set Up Goals Set Up –Staff Goals –Office Goals

Copyright 2011 Racing Snail, Inc. All Rights Reserved13 Ins and Outs of Data Entry Drop Downs Drop Downs Source/Detailed Source Source/Detailed Source /Print /Print

Copyright 2011 Racing Snail, Inc. All Rights Reserved14 Ins and Outs of Data Entry Filters Filters

Copyright 2011 Racing Snail, Inc. All Rights Reserved15 Ins and Outs of Data Entry Power of the Filters Power of the Filters

Copyright 2011 Racing Snail, Inc. All Rights Reserved16 Getting Value From Reports Hiding and unhiding rows (Racing Snail 201) Hiding and unhiding rows (Racing Snail 201) Remote Reporting Remote Reporting

Copyright 2011 Racing Snail, Inc. All Rights Reserved17 Getting Value From Reports A chart is worth a thousand words (and thousands of dollars in business intelligence) A chart is worth a thousand words (and thousands of dollars in business intelligence)

Copyright 2011 Racing Snail, Inc. All Rights Reserved18 Temp Sale Entry

Copyright 2011 Racing Snail, Inc. All Rights Reserved19 Temp Sale Entry

Copyright 2011 Racing Snail, Inc. All Rights Reserved20 Temp Sale Entry

Copyright 2011 Racing Snail, Inc. All Rights Reserved21 Temp Sale Entry

Copyright 2011 Racing Snail, Inc. All Rights Reserved22 Temp Sale Entry

Copyright 2011 Racing Snail, Inc. All Rights Reserved23 Temp Sale Entry

Copyright 2011 Racing Snail, Inc. All Rights Reserved24

Temp Sale Entry Copyright 2011 Racing Snail, Inc. All Rights Reserved25

Temp Sale Entry Copyright 2011 Racing Snail, Inc. All Rights Reserved26

Copyright 2011 Racing Snail, Inc. All Rights Reserved27 IPAs – “Agency Omniscience”

Copyright 2011 Racing Snail, Inc. All Rights Reserved28 IPAs – “Agency Omniscience”

Copyright 2011 Racing Snail, Inc. All Rights Reserved29 IPAs – “Agency Omniscience” Tracking the data Tracking the data

Copyright 2011 Racing Snail, Inc. All Rights Reserved30 IPAs – “Agency Omniscience” OR

Copyright 2011 Racing Snail, Inc. All Rights Reserved31 IPAs – “Agency Omniscience”

Copyright 2011 Racing Snail, Inc. All Rights Reserved32 IPAs – “Agency Omniscience” Analyzing the data Analyzing the data

Copyright 2011 Racing Snail, Inc. All Rights Reserved33 IPAs – “Agency Omniscience” Analyzing the data Analyzing the data

Copyright 2011 Racing Snail, Inc. All Rights Reserved34 IPAs – “Agency Omniscience”

Copyright 2011 Racing Snail, Inc. All Rights Reserved35 Please, please, please don’t ever do this…and a couple other things Excel and multiple users – saving copies Excel and multiple users – saving copies Moving data Moving data Cutting/Pasting/Dragging Cutting/Pasting/Dragging Rearranging Staff Entries Rearranging Staff Entries Changing custom entries mid-year Changing custom entries mid-year Recovering a corrupt file Recovering a corrupt file What’s a FixIt File? What’s a FixIt File?

Copyright 2011 Racing Snail, Inc. All Rights Reserved36 Contact Information General Information and Downloads General Information and Downloads – Sales & Consulting Sales & Consulting –Jerome Carlile Accounting Accounting Tech Support Tech Support