What is What is CleverQCleverQ ? ?

Copyright© CleverQ®. All rights reserved.Copyright© CleverQ®. All rights reserved.CleverQ™ is a trademark of Better Days Enterprises, LLCCleverQ™ is a trademark of Better Days Enterprises, LLC

Intuit and QuickBooks are trademarks and service marks of Intuit Inc.Intuit and QuickBooks are trademarks and service marks of Intuit Inc.Excel, Access, Project, and PowerPoint are trademarks and service marks Excel, Access, Project, and PowerPoint are trademarks and service marks

of Microsoftof Microsoft

CleverQ™

Transforms Data to VisualizationsTransforms Data to Visualizations

VisualizationsVisualizations TypesTypes

DashboardsDashboards GaugesGauges GraphsGraphs ScoreCardsScoreCards Pivot ChartsPivot Charts Pivot TablesPivot Tables

View them...View them... On your desktopOn your desktop In your presentations (via In your presentations (via

export capabilities*)export capabilities*) On the WebOn the Web HardcopiesHardcopies

*Export to Excel, Word (RTF), PowerPoint (clipboard), Snapshots, and more.

Get Reports (Data) fromGet Reports (Data) from

Spreadsheets Spreadsheets (Microsoft Excel)(Microsoft Excel)

Queries Queries ((MS AccessMS Access, SQL Server, MySQL, ODBC , SQL Server, MySQL, ODBC Databases)Databases)

QuickBooks ReportsQuickBooks Reports Web pages Web pages (via Microsoft Excel Web Queries)(via Microsoft Excel Web Queries) Future interfacesFuture interfaces

include MS Project,include MS Project,and other Accounting softwareand other Accounting software

Custom designed interfacesCustom designed interfacesfrom specialized data sourcesfrom specialized data sources(e.g. AmeriSoft-Inc, IDS)(e.g. AmeriSoft-Inc, IDS)

CleverQCleverQ™™ Does More Than Does More ThanJust “Convert” DataJust “Convert” Data

CleverQ can analyze and process the data CleverQ can analyze and process the data to provide: to provide: Additional CalculationsAdditional Calculations Forecasting (Regression Analysis)Forecasting (Regression Analysis) Trend Analysis (Seasonal)Trend Analysis (Seasonal) ComparisonsComparisons AlertsAlerts Conditional AdviceConditional Advice BenchmarkingBenchmarking

Turns “Data” into “Intelligent Information”Turns “Data” into “Intelligent Information”

Use CleverQUse CleverQ™™ for for

MonitoringMonitoring MeasuringMeasuring Business DecisionsBusiness Decisions EvaluatingEvaluating AlertingAlerting PlanningPlanning

CleverQCleverQ™™ Components Components

Report/DataExtractors

Analytical& Calculation

Engine

VisualizationProcessor

Reports(Data)

Data Cache

The optional built-in security manager can limit the data and functionality to specific users or groups of users.

How does CleverQ work?How does CleverQ work?

CleverQCleverQ™™ Components Components (cont’d)(cont’d)

Report/DataExtractors

(RDE)

Analytical& CalculationEngine (ACE)

VisualizationProcessor (VP)

Data Cache

ExtractorDefinitions

Parameter, Indicator, &CalculationDefinitions

Gauges,Dashboards,

ScoreCards, etc.Definitions

Blue blocks represent the CleverQ™ Software

Gold blocks represent the user’s CleverQ Bundled Definition (QBD) file.

Data Cache contains raw extracted data and pre-calculated results

The CleverQ ‘QBD’ file is like an ‘XLS’ file to Excel or ‘DOC’ file to Word.

Analytical & Calculation Engine (ACE) Analytical & Calculation Engine (ACE) DefinitionsDefinitions

ParametersParameters The mechanism for labeling the report data so it can be The mechanism for labeling the report data so it can be

used in formulas.used in formulas. Similar to identifying a cell in a spreadsheetSimilar to identifying a cell in a spreadsheet Parameters can also be based on a formulas referencing Parameters can also be based on a formulas referencing

other parameters.other parameters. IndicatorsIndicators

Defines what will be displayed on a gaugeDefines what will be displayed on a gauge Typically used to define a financial ratioTypically used to define a financial ratio Can be categorizedCan be categorized Can include ranges with colors, icons, adviceCan include ranges with colors, icons, advice May include benchmark values and desired rangesMay include benchmark values and desired ranges Contains formulas based on parametersContains formulas based on parameters

RequirementsRequirements CleverQ™ works on any current Microsoft operating CleverQ™ works on any current Microsoft operating

system including: Windows XP, Windows Vista, Windows 7, system including: Windows XP, Windows Vista, Windows 7, Windows 2003 Server, and Windows 2008 Server. This Windows 2003 Server, and Windows 2008 Server. This includes both 32 bit and 64 bit versions.includes both 32 bit and 64 bit versions.

The software uses Microsoft Access and is compatible with The software uses Microsoft Access and is compatible with Access 2002/XP, Access 2003, and Access 2007. Access 2002/XP, Access 2003, and Access 2007. If you do If you do not have Access installed on your system, the installation not have Access installed on your system, the installation program will provide an option to install a runtime versionprogram will provide an option to install a runtime version so you do not need to purchase Access if you do not have so you do not need to purchase Access if you do not have it.it.

There are no special requirements for your computer There are no special requirements for your computer hardware, but the faster the CPU in your system and the hardware, but the faster the CPU in your system and the more RAM/memory you have, the better performance you more RAM/memory you have, the better performance you will have with the software. The software once loaded will will have with the software. The software once loaded will occupy approximately 100 Mb of disk space.occupy approximately 100 Mb of disk space.

Build or Buy?Build or Buy?

With CleverQ you can choose whether With CleverQ you can choose whether to to Build your own visualizations from scratchBuild your own visualizations from scratch Buy and use our pre-designed Buy and use our pre-designed

visualizations as isvisualizations as is Buy our pre-designed visualizations and Buy our pre-designed visualizations and

customize them for your specific needscustomize them for your specific needs Use our custom design services and have Use our custom design services and have

us create your visualizations based on your us create your visualizations based on your requirementsrequirements

A set of visualizations and related definitions are contained in aCleverQ Bundled Definition (QBD) file. Visit our website to see a complete list of Pre-designed QBD files.

The Sample QBD File The Sample QBD File (Included FREE (Included FREE with Purchase)with Purchase)

Includes:Includes: Sample extracted dataSample extracted data Extraction definition to pull the Extraction definition to pull the

following reports from any following reports from any QuickBooks company fileQuickBooks company file

Profit and LossProfit and Loss Balance SheetBalance Sheet Sales by Item SummarySales by Item Summary Sales by Rep SummarySales by Rep Summary Payroll SummaryPayroll Summary Inventory Valuation SummaryInventory Valuation Summary A/R Aging SummaryA/R Aging Summary A/P Aging SummaryA/P Aging Summary

72 Parameter Definitions72 Parameter Definitions 60 Indicator Definitions with 60 Indicator Definitions with

formulas, ranges and adviceformulas, ranges and advice 40 Gauge Definitions using the 40 Gauge Definitions using the

20 different gauge types 20 different gauge types availableavailable

5 Dashboards/ScoreCards5 Dashboards/ScoreCards 17 additional reports17 additional reports

Gauges Included Show:Gauges Included Show: Total Income Pie ChartTotal Income Pie Chart Total Income Actual vs. ForecastTotal Income Actual vs. Forecast Net Ordinary IncomeNet Ordinary Income Net IncomeNet Income Operating Profit MarginOperating Profit Margin Company Gross MarginCompany Gross Margin Ordinary Income % of Total IncomeOrdinary Income % of Total Income Total Income (Seasonally Adjusted) vs. Total Income (Seasonally Adjusted) vs.

Linear TrendLinear Trend Gross Profit Pie ChartGross Profit Pie Chart Ordinary Income as % of Gross ProfitOrdinary Income as % of Gross Profit Fixed & Variable Expense as % of Gross Fixed & Variable Expense as % of Gross

ProfitProfit Payroll as % of Gross ProfitPayroll as % of Gross Profit Gross Profit & Total Expense TrendsGross Profit & Total Expense Trends Current RatioCurrent Ratio Acid Test RatioAcid Test Ratio Company Return on AssetsCompany Return on Assets Debt-Equity RatioDebt-Equity Ratio Net Working Capitol RatioNet Working Capitol Ratio

And more......... And more.........

Purchase OptionsPurchase Options Basic SystemBasic System (Comes with Sample QBD file, (Comes with Sample QBD file,

and ability to create custom QBD files. Also and ability to create custom QBD files. Also includes Excel, Queries, and QuickBooks includes Excel, Queries, and QuickBooks Extractors)Extractors) Single User – Multiple CompaniesSingle User – Multiple Companies

CleverQCleverQ™™ Standard Standard For Use on PC using Windows XP, Vista or For Use on PC using Windows XP, Vista or

Windows 7Windows 7 Multiple Users – Multiple CompaniesMultiple Users – Multiple Companies

CleverQCleverQ™™ Pro-Server Pro-Server For use on Windows Server 2003 or 2008For use on Windows Server 2003 or 2008 Multiple Users using Terminal Services & Multiple Users using Terminal Services &

Remote Desktop (RDP)Remote Desktop (RDP)

Purchase Options Purchase Options (Cont’d)(Cont’d)

Additional Pre-Designed QBD filesAdditional Pre-Designed QBD files CleverQ Live cloud Subscription CleverQ Live cloud Subscription

ServiceService Additional Internet viewing of Dashboards Additional Internet viewing of Dashboards

using ourusing ourOn-Line Service using your uploaded localOn-Line Service using your uploaded localCleverQ™ QBD file.CleverQ™ QBD file.

Consulting Services Consulting Services ((Call us for a quoteCall us for a quote)) InstallationInstallation TrainingTraining Custom designed QBD files, extraction Custom designed QBD files, extraction

interfaces, etc.interfaces, etc.

What to do next?What to do next? View other parts of our website to learn View other parts of our website to learn

moremore More presentations, screenshots, features list, More presentations, screenshots, features list,

links, and morelinks, and more Contact us for a personal live-demoContact us for a personal live-demo Go to the Purchase Information page of Go to the Purchase Information page of

the websitethe website Fill out the Buy Now information, and we Fill out the Buy Now information, and we

will contact you for payment information will contact you for payment information and send you a link for the software and send you a link for the software download with your installation keydownload with your installation key

Contact InformationContact Information

CleverQ SoftwareCleverQ Software www.CleverQ.comwww.CleverQ.com Email: Email: Sales@CleverQ.com Phone: 605-348-7338Phone: 605-348-7338 Address:Address:

722 Alta Vista Dr722 Alta Vista Dr Rapid City, SD 57701Rapid City, SD 57701