Profit Analytics Survey (Partners)
(Indicates required questions, all others are optional)*

Question Title

* First & Last Name

Question Title

* Company Name

Question Title

* What percentage of your Microsoft Dynamics GP customers are moving to another ERP?

Question Title

* Which cloud solution(s) are you moving them to? Choose all that apply.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Finance & Operations (now called Finance & Supply Chain)

Sage Intacct

Acumatica

NetSuite

Other (please specify)

Question Title

* How are your customers getting insights about or reporting on Sales, Margin, Customers, or Items today? If they are using a third-party tool (e.g. Microsoft Power BI, Tableau, Excel), please indicate which one(s).

Question Title

* How satisfied are they with their current approach?

Very Dissatisfied

Somewhat Dissatisfied

Neutral

Somewhat Satisfied

Very Satisfied

Question Title

* Please explain why they are satisfied or dissatisfied.

Question Title

* What information about Sales, Margin, Customers, or Items do your customers have trouble obtaining and analyzing today? Choose all that apply.

Sales or margin by customer, customer class, item, item class, sales rep, or territory

Sales or margin by time period, and compared with previous periods

Drivers behind margin decreases or increases compared to previous time periods

Most and least profitable items

Which items were sold with a higher unit cost from a vendor than previously

Most and least profitable customers, and what items they are purchasing

Number of days since a customer's last purchase and their likelihood of churn

Customers or items in ABCD buckets, based on margin and purchase recency/frequency

Other (please specify)

Question Title

* If a packaged solution provided the information above, in an intuitive and actionable way, would you sell it? If no, why not?

Question Title

* How important is the ability for your customers to view reports and dashboards on a mobile device?

Critical

Nice to Have

Not Needed

I Don't Know

Question Title

* Would your customers need you to customize pre-built reports or create new ad hoc reports for them?

Yes

Question Title

* Do you have any customers who are currently on GP or BC and would be interested in participating in our upcoming beta (pre-release trial) of Cavallo's new Profit Analytics product?

Yes

Question Title

* Can we contact you with follow-up questions on your responses?

Yes

Profit Analytics Survey (Partners) (*Indicates required questions, all others are optional)

Question Title

* First & Last Name

Question Title

* Company Name

Question Title

* What percentage of your Microsoft Dynamics GP customers are moving to another ERP?

Question Title

* Which cloud solution(s) are you moving them to? Choose all that apply.

Question Title

* How are your customers getting insights about or reporting on Sales, Margin, Customers, or Items today? If they are using a third-party tool (e.g. Microsoft Power BI, Tableau, Excel), please indicate which one(s).

Question Title

* How satisfied are they with their current approach?

Question Title

* Please explain why they are satisfied or dissatisfied.

Question Title

* What information about Sales, Margin, Customers, or Items do your customers have trouble obtaining and analyzing today? Choose all that apply.

Question Title

* If a packaged solution provided the information above, in an intuitive and actionable way, would you sell it? If no, why not?

Question Title

* How important is the ability for your customers to view reports and dashboards on a mobile device?

Question Title

* Would your customers need you to customize pre-built reports or create new ad hoc reports for them?

Question Title

* Do you have any customers who are currently on GP or BC and would be interested in participating in our upcoming beta (pre-release trial) of Cavallo's new Profit Analytics product?

Question Title

* Can we contact you with follow-up questions on your responses?

Profit Analytics Survey (Partners)
(Indicates required questions, all others are optional)*