Stratum INSIGHT
Web-Based Training Series
Gain tips and techniques to help you better manage and use Stratum whether you’re new to the application, looking to explore more advanced uses of it, or simply interested in refreshing your skills.
Be part of the action with Stratum INSIGHT education!
Held bi-weekly, Stratum INSIGHT sessions deliver the know-how you need to exceed with your planning, analysis and reporting initiatives. The sessions are taught LIVE over the Internet by a Stratum expert while providing the opportunity for participants and the instructor to interact with each other.
INSIGHT is available free-of-charge to all Silvon customers on maintenance. Each class is less than 30 minutes in duration and kicks off at 11:00 a.m. (Central).
Course Information for Q4 2024
This session is a must-attend for both casual and advanced users! During it, we will focus on best practices for using Stratum’ s View Explorer to make quick updates to your existing views and then save them as Personal or Shared views with others. We will also show you how to turn a time range view to a time hierarchy and will cover a number of other tips and tricks for managing and maintaining the Stratum views you rely on.
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Join us during this session to see how easy it is to bring data into Stratum from Excel. We’ ll show some examples of loading in sales planning data from Excel into the Stratum Data Hub to create multi-level plans. We’ll also show you how you can use Excel to easily maintain and update Master File attributes about products, locations, product classes, etc. in your Stratum reports and as drill-down dimensions in your Stratum analytical views.
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If you are not currently using Stratum 7.5, we invite you to tune into this session for a review of its key features, including its new glossary that provides a broader understanding of the data included in your Stratum reports. With the Stratum Glossary, you can now answer questions like: “ How is the Actual Sales Gross Margin Amount calculated in this view?,” What does Product Category Role data represent?,” and much more. We’ ll also show you how you can fine tune your reports with new filter types and easily monitor Key Performance Indicator (KPI) trends.
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Make sure your Stratum environment is ready for the new year by tuning into this session! We’ ll walk through the items to verify so you are ready for 2025, including new tables and calendars for new year review, calculations referencing previous periods, Connector updates, etc. Plus, we’ ll offer suggestions for getting your year-end tasks completed as efficiently and effectively as possible.
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Join us during this session to see how easy it is to put a sales plan into Stratum and measure your performance to plan without having to go back and forth between multiple spreadsheets or apps! We’ ll show you how more Stratum customers are bringing their sales planning data into Stratum from Excel to create (and update!) multi-level plans. Plus, we’ ll show you how you can take advantage of Stratum’ s Data Copy function to easily “ seed” your sales budgets and forecasts with existing Stratum data. Take the hassle out of sales planning even further with Stratum software you already own today!
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If you use Power BI for building visual dashboards and Excel for creating sales and other plans, we invite you to tune into this session to learn more about Stratum’ s Access Hub! During it, we’ ll take you step– by– step through the process of creating and displaying drill– through visualizations of Stratum data within a Power BI report. You’ll also see how easy it is to request information from Stratum when working on your sales plans and budgets in Excel … and then push updated plan and budget information back into the Stratum data hub. The ultimate focus of this session will be on how to build the right views for both the Power BI and Excel connectors.
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