NEW HOLLAND IH AUSTRALIA Machinery Market Information and Forecasting Portal *** Dealer User Guide Released August 2013 *** www.cnhportal.agriview.com.au
Contents INTRODUCTION... 5 REQUIREMENTS... 6 NAVIGATION... 6 LOG IN... 7 FORECASTING... 8 EQUIPMENT TYPES... 9 TRACTORS... 10 FORECAST YEAR & BRANCH... 10 FORECASTING FOR NEXT CALENDAR YEAR... 11 Forecasting TIV Market Size... 11 Forecasting TIV Market Size by Power Breaks... 12 Forecasting TIV Market Size by Power Breaks by month... 13 Forecasting Market Share... 15 Forecasting Market Share by Power Breaks... 16 Forecasting Market Share by Power Breaks by Family by Model... 17 Forecasting Tyres Percentage by Family... 20 Forecasting Final Report for next Calendar Year... 25 FORECASTING FOR CURRENT CALENDAR YEAR... 29 Select Forecast Year & Branch... 29 Forecasting TIV... 30 Forecasting Market Share by Power Breaks by Family by Model... 31 Forecasting Tyres Percentage by Family... 32 Forecasting Final Report for Current Calendar Year... 35 COMBINES... 38 FORECASTING FOR NEXT CALENDAR YEAR... 38 Selecting Forecast Year & Branch... 38 Forecasting TIV Market Size... 39 Forecasting TIV market size by month... 40 Forecasting Market Share... 42 2
Forecast Market Share by Model... 43 Forecasting Market Share by Model by Month... 44 Forecasting Combine Front... 45 Forecasting Final Report for next Calendar Year... 46 FORECASTING FOR CURRENT CALENDAR YEAR... 47 Select Forecast Year & Branch... 47 Forecasting TIV... 48 Forecasting Market Share by Power Breaks by Family by Model... 49 Forecasting Combine Front... 50 Forecasting Final Report for Current Calendar Year... 51 BALERS... 52 FORECASTING FOR NEXT CALENDAR YEAR... 52 Selecting Forecast Year & Branch... 52 Forecasting TIV Market Size... 53 Forecasting TIV Market Size by Baler type... 54 Forecasting TIV Market Size by Baler type by month... 55 Forecasting Market Share... 57 Forecasting Market Share by Baler type... 58 Forecasting Market Share by Baler type by Model... 59 Forecasting Final Report for Next Calendar Year... 60 FORECASTING FOR CURRENT CALENDAR YEAR... 61 Select Forecast Year & Branch... 61 Forecasting TIV... 62 Forecasting Market Share by Power Breaks by Family by Model... 63 Forecasting Final Report for Current Calendar Year... 64 DOLLAR VALUE REPORT... 65 GROUP REPORTS... 67 View Group Forecast Report.... 67 View Group dollar value Report... 69 SAVING REPORT PRIOR TO SUBMIT TO CNH... 70 GOOGLE CHROME... 70 INTERNET EXPLORER... 71 3
PRINTING FORECAST... 72 GOOGLE CHROME... 72 INTERNET EXPLORER... 73 PRINTING / SAVING TO ADOBE... 74 REPORTS... 75 OPENING A REPORT... 75 MAPS... 77 CHANGING PASSWORD... 79 4
Introduction The New Holland dealer sales portal is include a Forecasting Module. This is a vital feature that will not only provide New Holland with regular grass roots market intelligence on industry trends and product requirements but can also be a constructive tool within the dealership to enhance the overall management of the dealership (eg ensuring prospects are matched to forecast sales). During the course of the year the dealership will be required to forecast for the current calendar year and the upcoming calendar year. Forecasting Schedule (NOTE: Schedule may be subject to change at CNH discretion). Forecast Month December March June September Forecast Year Next Current Current & next Current & next The dealership will be advised via email when the forecast is available to be commenced, usually around the middle of the month after the sales reports are completed. The dealership then has the balance of the month to complete and submit their completed forecast to CNH. Prior to commencing a forecast it is recommended that the following reports are printed from the Reports Menu. 1. Dealer QTR Industry Sales Report 2. Industry Sales Report for Dealer These reports will provide supplementary historical data that will aid with the forecasting. Once a forecast is completed it is highly recommended that a copy is saved to the local computer, or at the very least a hard copy printed and filed for future reference. A suggested structure is to create a folder under my documents and then separate quarterly folders and separate folders for each equipment type, see right. 5
Requirements The NEW HOLLAND MARKET DATA & FORECASTING website has been designed to run on most web browsers. For optimum performance Agriview utilise Google Chrome. Google Chrome 16 above Firefox 4.0 and above Internet Explorer 8 and above Navigation To navigate around the site use your mouse. To navigate around the individual forecast forms you can either use your Tab key or the arrow keys. Using the arrow keys is the most efficient. You can also use your mouse to navigate the forms, however it can be cumbersome. 6
Log In In browser enter URL cnhportal.agriview.com.au Save as Bookmark for future use Enter your username and password as provided If checked, you will be automatically logged in on the CNH Portal Web site when you return in the future, unless you log out during your session. NOTE: User Name and password are case sensitive Your user name and password are the same as the current Market Information Reporting Portal 7
Forecasting Select Forecast option 8
Equipment Types Select the equipment you wish to forecast Prior to commencing a forecast it is recommended that the following reports are printed from the Reports Menu. 1. Dealer QTR Industry Sales Report 2. Industry Sales Report for Dealer These reports will provide supplementary historical data that will aid with the forecasting. 9
Tractors Forecast Year & Branch 1. Select the year to forecast 2. Select the Branch to forecast 3. Once year and Branch have been selected click on Start a new Forecast TIV Year There are two different forecasts, the first is a Current forecast for the calendar year you are currently in. The second is for the upcoming calendar year. In this example 2014 is the future Branch If you have more than one branch each branch will have to be forecast separately, select one branch at a time from the drop down list. If you have previously opened a forecast the option will be replaced with option. 10
Forecasting for Next Calendar Year Forecasting TIV Market Size In the below example the forecast is for the next year. On this screen, you are asked to forecast the Total Industry Volume (TIV) for your PMA for the full calendar year (in this case 2014) using your knowledge of the business and the historical data provided. Actual sales data 1. Enter the TIV forecast for Branch 5 Yr Ave - Is the sum of TIV sales for the previous 5 years divided by five (completed calendar years) Your Forecast Enter the TIV for your branch Actual sales:- FY-LY = Full Year Last Year (eg if completing the forecast in January 2014, this will show full year 2013 TIV). YTD-TH = Year to Date for the year currently in YTD-LY = Year to Date for the previous year R12M = Sum of the previous 12 months excluding the month currently in (eg: if currently in November 2013, R12M would include November 2012 to October 2013 sales) 2. Click Next to proceed 11
Forecasting TIV Market Size by Power Breaks On this screen, you are asked to forecast the segmentation of the TIV for your PMA into the respective HP categories using your knowledge of the business and the historical data provided. This column shows the average proportion of the TIV represented by this HP segment over the past 5 years Actual sales data This column shows an average of the last 5 years TIV Out of Balance displays the amount of units over/under to be entered to balance with Total TIV entered on previous screen. MUST BE ZERO TO PROCEED 1. Enter the TIV forecast for Branch split by Hp Power Breaks. Enter either units (on left) or percentage (on right) 2. Click Next to proceed. Note: Next will not be available until Out of Balance is zero 12
Forecasting TIV Market Size by Power Breaks by month On this screen you are asked to calendarise your forecast TIV by HP segment. Your forecast from previous screen Total of 12 months Jan-Dec 1. Enter the TIV forecast by month by Hp Power Breaks. Difference between full year total and your forecast NOTE: Monthly spread by Hp Power Breaks have been pre-populated based on the sales data from the previous five years. This is information intended as a guide only. Some variances may occur due to rounding. 13
2. Click Next to proceed. Note: Next will not be available until Total & Forecast are in balance TIV FORECASTING IS NOW COMPLETE PROCEED TO FORECAST YOUR MARKET SHARE 14
Forecasting Market Share On this screen you are asked to forecast your market share (either as units or % share) based on your business objectives and the historical data provided. 1. Enter YOUR forecast Market Share for full year. Enter as unit (on right) or percentage (on left) 5 Yr Ave M/S % - Is the sum of Brand sales for the previous 5 years divided by five (completed calendar years) 2. Click Next to proceed Your Forecast M/S Enter your forecasted Market Share either as units or share Actual sales:- LY = Full Year Last Year YTD-TH = Year to Date for the year currently in YTD-LY = Year to Date for the previous year R12M = Sum of the previous 12 months excluding the month currently in (eg: if currently in November 2013, R12M would include November 2011 to October 2013 sales) 15
Forecasting Market Share by Power Breaks As above (Step 3, page 10), you are asked to forecast your market share (units) by HP segment using your knowledge of the business, your business objectives and the historical data provided. 1. Enter your Market Share forecast for Branch split by Hp Power Breaks. 2. Click Next to proceed 16
Forecasting Market Share by Power Breaks by Family by Model On this screen you are asked to calendars your forecasted volumes for each HP segment by product family. Window can be minimised if not required This is the monthly TIV spread entered earlier. Use this information to forecast your market share by family/model 1. Enter your forecast sales by family by month This is the volume you forecasted for this HP segment in the previous step 17
When input market forecast figures, a yellow floating bar will pop out displays corresponding TIV segment forecast. This pop-up window is only available in future forecasting. The quantity will be reset to 0 if you attempt to enter data in a family where no TIV has been forecast or the volume exceeds the TIV forecasted 18
19
2. When complete click Next to proceed Forecasting Tyres Percentage by Family 20
On this screen you are asked to input tyre percentages for each tyre styles by product family 1. Input the percentage of the tyre combination. The sum of the percentage should be equal to or less than 100%, if the forecast % exceeds 100% it will be highlighted in Red and you need to correct it before you can submit.. Note that this can be left as 0% if you intend to fit tyres that are not listed. 21
22
23
24 2. When complete click Next to proceed
Forecasting Final Report for next Calendar Year This screen is a summary of the completed forecast for your review prior to submission. 25
26
27
1. Review final report. Ensure a copy is printed for your records 2. After reviewing, print, save and submit to CNH 28
Forecasting for Current Calendar Year Select Forecast Year & Branch 1. Select the year to forecast 2. Select the Branch to forecast 3. Once year and Branch have been selected click on Open current Forecast 29
Forecasting TIV On this screen you are asked to forecast the TIV by HP segment for the balance of the year based on your knowledge of the business, actual YTD sales and your previous forecasted TIV by HP segment. In this example the TIV sales for January to March are actual sales 1. Enter total revised forecast sales total of actual and updated forecast months 2. Enter forecast sales for remaining months to balance with revised forecast 3. Click Next to proceed If you are out of balance the values will be shown in RED in the Out column on the right you can correct this by adjusting the sales by month to equal your revised forecast or adjust the revised forecast number. Actual sales will be automatically populated for the completed months. 30
Forecasting Market Share by Power Breaks by Family by Model On this screen you are asked to forecast your sales by product family for the balance of the year based on your knowledge of the business, your retail order bank, anticipated delivery timing and overall marketing objectives. 1. Adjust forecast sales for remaining months by family/model 2. Adjust Revised Forecast sales for remaining months for family 3. Click Next to proceed 31
Forecasting Tyre Percentage by Family On this screen you are asked to input tyre percentages for each tyre styles by product family 32
33
1. Input the percentage of the tyre combination. 2. When complete click Next to proceed 34
Forecasting Final Report for Current Calendar Year This screen is a summary of the completed forecast for your review prior to submission If the full report goes off the screen click here 35
36
1. Review final report. Ensure a copy is printed for your records Once forecast has been submitted to CNH it cannot be adjusted 2. After reviewing, print, save and submit to CNH 37
Combines Forecasting for Next Calendar Year Selecting Forecast Year & Branch 1. Select the year to forecast 2. Select the Branch to forecast 3. Once year and Branch have been selected click on Start a new Forecast Prior to commencing a forecast it is recommended that the following reports are printed from the Reports Menu. 1. Dealer QTR Industry Sales Report 2. Industry Sales Report for Dealer These reports will provide supplementary historical data that will aid with the forecasting 38
Forecasting TIV Market Size The process for forecasting combines is similar to that for tractors. Actual sales data 1. Enter the TIV forecast for Branch 2. Click Next to proceed 5 Yr Ave - Is the sum of TIV sales for the previous 5 years divided by five (completed calendar years) Your Forecast Enter the TIV for your branch Actual sales:- FY-LY = Full Year Last Year YTD-TH = Year to Date for the year currently in YTD-LY = Year to Date for the previous year R12M = Sum of the previous 12 months excluding the month currently in (eg: if currently in November 2013, R12M would include November 2012 to October 2013 sales) 39
Forecasting TIV market size by month Your forecast from previous screen Total of 12 months Jan-Dec 1. Enter the TIV forecast by month. Difference between full year total and your forecast NOTE: Monthly spread has been pre-populated based on the sales data from the previous five years. This is information intended as a guide only. Some variances may occur due to rounding. 40
2. Click Next to proceed. Note: Next will not be available until Total & Forecast are in balance TIV FORECASTING IS NOW COMPLETE PROCEED TO FORECAST YOUR MARKET SHARE 41
Forecasting Market Share 1. Enter YOUR forecast Market Share for full year. Enter as unit (on right) or percentage (on left) 2. Click Next to proceed 5 Yr Ave M/S % - Is the sum of Brand sales for the previous 5 years divided by five (completed calendar years) Your Forecast M/S Enter your forecasted Market Share either as units or share Actual sales:- LY = Full Year Last Year YTD-TH = Year to Date for the year currently in YTD-LY = Year to Date for the previous year R12M = Sum of the previous 12 months excluding the month currently in (eg: if currently in November 2013, R12M would include November 2012to October 2013 sales) 42
Forecast Market Share by Model 1. Enter your Market Share forecast for Branch by model 2. Click Next to proceed 43
Forecasting Market Share by Model by Month Window can be minimised if not required This is the monthly TIV spread entered earlier. Use this information to forecast your market share by family/model 1. Enter your forecast sales by month by model 2. Click Next to proceed 44
Forecasting Combine Front 1. Enter combine front forecast sales 2. Click Next to proceed 45
Forecasting Final Report for next Calendar Year 1. Review final report. Ensure a copy is printed for your records Once forecast has been submitted to CNH it cannot be adjusted 46 2. After reviewing, print, save and submit to CNH
Forecasting for Current Calendar Year Select Forecast Year & Branch 1. Select the year to forecast 2. Select the Branch to forecast 3. Once year and Branch have been selected click on Open current Forecast 47
Forecasting TIV On this screen you are asked to forecast the TIV for the balance of the year based on your knowledge of the business, actual YTD sales and your previous forecasted TIV by HP segment. 1. Enter total revised forecast sales total of actual and updated forecast months In this example the TIV sales for January to March are actual sales 2. Enter forecast sales for remaining months to balance with revised forecast 3. Click Next to proceed Actual sales will be automatically populated for the completed months. 48
Forecasting Market Share by Power Breaks by Family by Model On this screen you are asked to forecast your sales by models for the balance of the year based on your knowledge of the business, your retail order bank, anticipated delivery timing and overall marketing objectives. 1. Adjust forecast sales for remaining months by family/model 2. Adjust Revised Forecast sales for remaining months for family 3. Click Next to proceed 49
Forecasting Combine Front 1. Input combine front numbers 2. When complete click Next to proceed 50
Forecasting Final Report for Current Calendar Year This screen is a summary of the completed forecast for your review prior to submission If the full report goes off the screen click here 2. After reviewing, print, save and submit to CNH 1. Review final report. Ensure a copy is printed for your records Once forecast has been submitted to CNH it cannot be adjusted 51
Balers Forecasting for Next Calendar Year Selecting Forecast Year & Branch 1. Select the year to forecast 2. Select the Branch to forecast 3. Once year and Branch have been selected click on Start a new Forecast 52
Forecasting TIV Market Size On this screen you are asked to forecast the TIV for ALL balers (ie Round, Large Square & Small Square). Actual sales data 1. Enter the TIV forecast for Branch 2. Click Next to proceed 5 Yr Ave - Is the sum of TIV sales for the previous 5 years divided by five (completed calendar years) Your Forecast Enter the TIV for your branch Actual sales:- FY-LY = Full Year Last Year YTD-TH = Year to Date for the year currently in YTD-LY = Year to Date for the previous year R12M = Sum of the previous 12 months excluding the month currently in (eg: if currently in November 2013, R12M would include November 2012 to October 2013 sales) 53
Forecasting TIV Market Size by Baler type Actual sales data Out of Balance displays the amount of units over/under to be entered to balance with Total TIV entered on previous screen. MUST BE ZERO TO PROCEED 1. Enter the TIV forecast for Branch split by Baler segment. Enter either units (on left) or percentage (on right) 2. Click Next to proceed. Note: Next will not be available until Out of Balance is zero 54
Forecasting TIV Market Size by Baler type by month Your forecast from previous screen Total of 12 months Jan-Dec 1. Enter the TIV forecast by month by Baler segment. Difference between full year total and your forecast NOTE: Monthly spread by Baler type has been pre-populated based on the sales data from the previous five years. This is information intended as a guide only. Some variances may occur due to rounding. 55
2. Click Next to proceed. Note: Next will not be available until Total & Forecast are in balance TIV FORECASTING IS NOW COMPLETE PROCEED TO FORECAST YOUR MARKET SHARE 56
Forecasting Market Share 1. Enter YOUR forecast Market Share for full year. Enter as unit (on right) or percentage (on left) 2. Click Next to proceed 5 Yr Ave M/S % - Is the sum of Brand sales for the previous 5 years divided by five (completed calendar years) Your Forecast M/S Enter your forecasted Market Share either as units or share Actual sales:- LY = Full Year Last Year YTD-TH = Year to Date for the year currently in YTD-LY = Year to Date for the previous year R12M = Sum of the previous 12 months excluding the month currently in (eg: if currently in November 2013, R12M would include November 2012 to October 2013 sales) 57
Forecasting Market Share by Baler type 1. Enter your Market Share forecast for Branch split by Type 2. Click Next to proceed 58
Forecasting Market Share by Baler type by Model This is the monthly TIV spread entered earlier. Use this information to forecast your market share by family/model 1. Enter your forecast sales by month by model 2. When complete click Next to proceed 59
Forecasting Final Report for Next Calendar Year 1. Review final report. Ensure a copy is printed for your records Once forecast has been submitted to CNH it cannot be adjusted 2. After reviewing, print, save and submit to CNH 60
Forecasting for Current Calendar Year Select Forecast Year & Branch 1. Select the year to forecast 2. Select the Branch to forecast 3. Once year and Branch have been selected click on Open current Forecast 61
Forecasting TIV On this screen you are asked to forecast the TIV by segment for the balance of the year based on your knowledge of the business, actual YTD sales and your previous forecasted TIV by HP segment. In this example the TIV sales for January to March are actual sales 1. Enter total revised forecast sales total of actual and updated forecast months 2. Enter forecast sales for remaining months to balance with revised forecast 3. Click Next to proceed Actual sales will be automatically populated for the completed months. 62
Forecasting Market Share by Power Breaks by Family by Model On this screen you are asked to forecast your sales by product family for the balance of the year based on your knowledge of the business, your retail order bank, anticipated delivery timing and overall marketing objectives. 1. Adjust forecast sales for remaining months by family/model 2. Adjust Revised Forecast sales for remaining months for family 3. Click Next to proceed 63
Forecasting Final Report for Current Calendar Year This screen is a summary of the completed forecast for your review prior to submission If the full report goes off the screen click here 1. Review final report. Ensure a copy is printed for your records Once forecast has been submitted to CNH it cannot be adjusted 2. After reviewing, print, save and submit to CNH 64
Dollar Value Report Once you finished all your Current or New forecast for all equipments(tractor, combine, baler) corresponding dollar value report will be available. Button turns to green indicates forecast for all equipments is done. Click to review the dollar value report. 65
Download the report The dollar value calculated based on your own market forecast. NOTE THAT THE DOLLAR VALUES ARE BASED ON $ 000, FOR EXAMPLE IN AUG THE TRACTOR VALUE IS LISTED AS 111, THIS REPRESENTS $111,000. 66
Group Reports View Group Forecast Report. Only when all dealers in the group finished their forecast the group forecast report becomes available to the group. Click to view group reports Group name List of Dealers in this group Button grey out indicates not all dealers finished forecast for the year. When all the dealers in the Group have finished their forecasts the button will be GREEN and the final report can be viewed. If the button is GRAYED OUT some or all of the dealers in the group have not completed their forecasts and the final report cannot be viewed. If one dealer has multiple branches they have to finish all branch forecasts before the dollar value report can be generated. 67
68 Save group forecast report.
View Group dollar value Report If all the dealers in this group finished their forecast then the dollar value report is available to view. Values are in $ 000 Save group dollar value report. 69
Saving Report prior to submit to CNH Google Chrome 1/ Click on the button at bottom of page The report will download file to the bottom left of screen 2/ Click on the report name (report.html) to open 3/ Right click anywhere on report and select Save as The Save As window will open. 4/ Change the file name to allow for easy identification.. 5/ Save to relevant folder as advised to set up on page 4 of this document 70
Internet Explorer 1/ Click on the button at bottom of page The Download window will automatically appear 2/ Click on save 3/ Change the file name to allow for easy identification. 4/ Save to relevant folder as advised to set up on page 4 of this document. 71
Printing Forecast Google Chrome Click on the button 1. Select the printer 3. Print 2. Select the Layout 72
Internet Explorer Click on the button 1. Select the printer 2. Select Preference to change layout 3. Print 73
Printing / Saving to Adobe If you have Adobe loaded on your computer you will be able to save reports to a.pdf format 2. Select location to save to 1. Select the printer as ADOBE 3. Select file name 4. Save NOTE: There will be a save feature added to the portal to allow saving of final report directly to your PC. At time of printing this option was not finalised 74
Reports All reports are provided in Microsoft Excel (.xls) format and can be opened or saved to your computer s hard drive. Opening a report Click on the drop down arrow and select the dealer area you wish to look at from the list of dealer areas provided. Select the report which you wish to look at. You will be then prompted:- Do you want to open or save this file? Click Open report will open in Excel 75
Sample Report Reports can be printed or saved to your computer s hard disc for future reference. WARNING: Each month the reports are over written, they are not archived so if you want to retain these for future reference please save them each month. 76
Maps Both Comparison Maps and Prime Market Area Maps are provided for all dealer areas. At the top of the Navigation Panel is the Dealer Area drop down menu. Click on the drop down arrow and select the dealer area you wish to look at from the list of dealer areas provided then select either the Comparison Map or the Prime Market Area Map that you wish to view. Click Open 77
The map will open up in your default photo viewing software. All maps can be saved to your computer s hard drive or printed. WARNING: The Comparison Maps will be updated at the end of each quarter. Maps for previous periods are not archived and cannot be viewed once the new quarter s maps have been added. If you want to retain these for future reference; please save them prior to the end of each quarter. Prime Market Areas remain unchanged until there is redistribution. 78
Changing Password To change your password, select the Change Password option. 2. Enter current Password 3. Enter new Password 4. Enter new Password to confirm 1. Click Change Password 5. Click Change Password when ready NOTE: A password cannot be the same as one previously used 79