What is CleverQ?

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What is
CleverQ
?
Copyright© CleverQ®. All rights reserved.
CleverQ™ is a trademark of Better Days Enterprises, LLC
Intuit and QuickBooks are trademarks and service marks of Intuit Inc.
Excel, Access, Project, and PowerPoint are trademarks and service marks of Microsoft
Transforms Data to Visualizations
CleverQ™
Visualizations
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Types
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Dashboards
Gauges
Graphs
ScoreCards
Pivot Charts
Pivot Tables
View them...
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On your desktop
In your presentations (via export
capabilities*)
On the Web
Hardcopies
*Export to Excel, Word (RTF), PowerPoint (clipboard), Snapshots, and more.
Get Reports (Data) from
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Spreadsheets (Microsoft Excel)
Queries (MS Access, SQL Server, MySQL, ODBC Databases)
QuickBooks Reports
Web pages (via Microsoft Excel Web Queries)
Future interfaces
include MS Project,
and other Accounting software
Custom designed interfaces
from specialized data sources
(e.g. AmeriSoft-Inc, IDS)
CleverQ™ Does More Than
Just “Convert” Data
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CleverQ can analyze and process the data to provide:
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Additional Calculations
Forecasting (Regression Analysis)
Trend Analysis (Seasonal)
Comparisons
Alerts
Conditional Advice
Benchmarking
Turns “Data” into “Intelligent Information”
Use CleverQ™ for
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Monitoring
Measuring
Business Decisions
Evaluating
Alerting
Planning
CleverQ™ Components
Reports
(Data)
Report/Data
Extractors
The optional built-in
security manager
can limit the data
and functionality to
specific users or
groups of users.
Analytical
& Calculation
Engine
Data
Cache
Visualization
Processor
How does CleverQ work?
CleverQ™ Components (cont’d)
The CleverQ ‘QBD’ file is like an ‘XLS’ file to Excel or ‘DOC’ file to Word.
Extractor
Definitions
Parameter,
Indicator, &
Calculation
Definitions
Gauges,
Dashboards,
ScoreCards, etc.
Definitions
Report/Data
Extractors
(RDE)
Analytical
& Calculation
Engine (ACE)
Visualization
Processor (VP)
Blue blocks
represent the
CleverQ™
Software
Data
Cache
Data Cache contains raw extracted data and pre-calculated results
Gold blocks
represent the user’s
CleverQ Bundled
Definition (QBD)
file.
Analytical & Calculation Engine (ACE)
Definitions
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Parameters
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The mechanism for labeling the report data so it can be used in formulas.
Similar to identifying a cell in a spreadsheet
Parameters can also be based on a formulas referencing other parameters.
Indicators
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Defines what will be displayed on a gauge
Typically used to define a financial ratio
Can be categorized
Can include ranges with colors, icons, advice
May include benchmark values and desired ranges
Contains formulas based on parameters
Requirements
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CleverQ™ works on any current Microsoft operating system including:
Windows XP, Windows Vista, Windows 7, Windows 2003 Server, and
Windows 2008 Server. This includes both 32 bit and 64 bit versions.
The software uses Microsoft Access and is compatible with Access 2002/XP,
Access 2003, and Access 2007. If you do not have Access installed on your
system, the installation program will provide an option to install a runtime
version so you do not need to purchase Access if you do not have it.
There are no special requirements for your computer hardware, but the faster
the CPU in your system and the more RAM/memory you have, the better
performance you will have with the software. The software once loaded will
occupy approximately 100 Mb of disk space.
Build or Buy?
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With CleverQ you can choose whether to
Build your own visualizations from scratch
 Buy and use our pre-designed visualizations as is
 Buy our pre-designed visualizations and customize
them for your specific needs
 Use our custom design services and have us create
your visualizations based on your requirements
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A set of visualizations and related
definitions are contained in a
CleverQ Bundled Definition (QBD) file.
Visit our website to see a complete list of
Pre-designed QBD files.
The Sample QBD File (Included FREE with Purchase)
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Includes:
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Sample extracted data
Extraction definition to pull the
following reports from any
QuickBooks company file
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Profit and Loss
Balance Sheet
Sales by Item Summary
Sales by Rep Summary
Payroll Summary
Inventory Valuation Summary
A/R Aging Summary
A/P Aging Summary
72 Parameter Definitions
60 Indicator Definitions with
formulas, ranges and advice
40 Gauge Definitions using the 20
different gauge types available
5 Dashboards/ScoreCards
17 additional reports
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Gauges Included Show:
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Total Income Pie Chart
Total Income Actual vs. Forecast
Net Ordinary Income
Net Income
Operating Profit Margin
Company Gross Margin
Ordinary Income % of Total Income
Total Income (Seasonally Adjusted) vs. Linear
Trend
Gross Profit Pie Chart
Ordinary Income as % of Gross Profit
Fixed & Variable Expense as % of Gross Profit
Payroll as % of Gross Profit
Gross Profit & Total Expense Trends
Current Ratio
Acid Test Ratio
Company Return on Assets
Debt-Equity Ratio
Net Working Capitol Ratio
And more.........
Purchase Options
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Basic System (Comes with Sample QBD file, and ability to
create custom QBD files. Also includes Excel, Queries, and
QuickBooks Extractors)
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Single User – Multiple Companies
CleverQ™ Standard
 For Use on PC using Windows XP, Vista or Windows 7
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Multiple Users – Multiple Companies
CleverQ™ Pro-Server
 For use on Windows Server 2003 or 2008
 Multiple Users using Terminal Services & Remote
Desktop (RDP)
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Purchase Options (Cont’d)
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Additional Pre-Designed QBD files
CleverQ Live cloud Subscription Service
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Additional Internet viewing of Dashboards using our
On-Line Service using your uploaded local
CleverQ™ QBD file.
Consulting Services (Call us for a quote)
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Installation
Training
Custom designed QBD files, extraction interfaces, etc.
What to do next?
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View other parts of our website to learn more
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More presentations, screenshots, features list, links, and more
Contact us for a personal live-demo
Go to the Purchase Information page of the website
Fill out the Buy Now information, and we will contact
you for payment information and send you a link for
the software download with your installation key
Contact Information
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CleverQ Software
www.CleverQ.com
 Email: Sales@CleverQ.com
 Phone: 605-348-7338
 Address:
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722 Alta Vista Dr
 Rapid City, SD 57701
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