Motaplan

Motaplan is a Forecasting and Budget Application designed primarily for use in the Motor Trade.

Although essentially a spreadsheet application, Motaplan is menu driven and the user never has direct access to any of the application files – any required data being entered into windows style dialog boxes.

Motaplan comprises four modules:

Personnel

Allows entry of budgeted salary data for each employee - totals are analysed by job category and can be transferred into the budget module.

Forecast

The forecast module takes actual year to date results with remaining current year budgets from Motamacs and allows the user to adjust the remaining budget figures to produce a forecast for the current year.

Budget

Budgets are built by entering parameters (e.g. units sold, average sales value, GP%, number of productives, hours worked per week, etc). Parameters can be entered in a number of different ways - entry of an annual total, entry of a value to be used in every month, entry of each month individually and by using a pre-defined phasing percentage. Department profit is displayed as parameters are entered.

Plan

The plan module operates using similar annual parameters to the budget module and can be set to produce a plan for 1 to 10 years. Parameters can be entered by entering values or percentages that are used to uplift the figures year on year.

Key Features:

Multi-Company / Multi-Site

Additional companies and sites can be quickly created by the user to cover most situations – sites are used to cover additional franchises or locations.

Module Selection

Although the Motaplan application consists of four modules, as above, the user can select those modules that they wish to use - e.g. - the personnel module allows entry of salary information for each employee which can then be transferred to the budget module - if, however, the user doesn't want to enter all this information the personnel module can be 'turned off' and salary data can then be entered directly into the budget module.

Security

Like all our applications Motamacs is password protected with each user having their own unique user id and password to protect the confidentiality of the data held within the application.

Variety of Departments

Up to 21 departments can be processed plus 4 summaries per site:

Company Summary

Direct Sales

Fast-Fit

Expense Summary

Overheads

Used Sales 1

Parts 1

Vehicle Sales Summary

New Retail Sales 1

Used Sales 2

Parts 2

Aftersales Summary

New Retail Sales 2

Used Sales Other

Forecourt

General Management Summary

New Fleet Sales 1

Service 1

Rental


New Fleet Sales 2

Service 2

Other Department


Wholesale Sales

Bodyshop

Balance Sheet


Note - all of the above department names can be renamed by the user to reflect the franchise or departments that they use.


Flexibility

Although the application is spreadsheet based a high degree of flexibility has been written into the application. The user can control the columns that appear in views and on printouts and all headings in all departments can be changed and lines not required can be hidden. Departments that are not used can be hidden when viewing or printing reports.

Consolidation

When a company is set up with two or more sites then it is possible to consolidate the data for those sites into one company reporting structure. However, this is a simple consolidating facility - our Motacons application provides a more sophisticated means of consolidating companies and/or sites.

Charts

Extensive charting facilities are available within the application - there are pre-set charts for each department.

Export Facility

The personnel, forecast, budget and plan reports can be exported as a Text file or as an Excel file – these can be used for group consolidation purposes or e-mailing to other individuals.

View Option

The personnel, forecast, budget and plan reports can be viewed on screen prior to printing.





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