Copyright 2011 Racing Snail, Inc. All Rights Reserved1

Racing Snail Tracker 101Racing Snail Tracker 101

• Set Up for SuccessSet Up for Success

• Ins and Outs of Data EntryIns and Outs of Data Entry

• Getting Value from ReportsGetting Value from Reports

• IPAs – “Agency Omniscience”IPAs – “Agency Omniscience”

• Please, please, please don’t ever do Please, please, please don’t ever do this…this…

How to start the programHow to start the program

In the W drive you will find the Racing Snail Folder with a 2011 Folder. Open it and you will see all these files.

Racing Snail 101 Cardinal Racing Snail 101 Cardinal RulesRules

Set-Up for SuccessSet-Up for Success

Set-Up for SuccessSet-Up for Success• Goals Set UpGoals Set Up

– Staff GoalsStaff Goals– Office GoalsOffice Goals

Click Here

Set-Up for SuccessSet-Up for Success• Goals Set UpGoals Set Up

– Staff GoalsStaff Goals– Office GoalsOffice Goals

Ins and Outs of Data EntryIns and Outs of Data Entry• Drop Downs Drop Downs • Source/Detailed SourceSource/Detailed Source• Email/PrintEmail/Print

Ins and Outs of Data EntryIns and Outs of Data Entry• FiltersFilters

Ins and Outs of Data EntryIns and Outs of Data Entry• Power of the FiltersPower of the Filters

Getting Value From ReportsGetting Value From Reports• Hiding and unhiding rows (Racing Snail 201)Hiding and unhiding rows (Racing Snail 201)

• Remote ReportingRemote Reporting

Getting Value From ReportsGetting Value From Reports• A chart is worth a thousand words (and thousands of dollars A chart is worth a thousand words (and thousands of dollars

in business intelligence)in business intelligence)

Temp Sale EntryTemp Sale Entry

IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”

IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”• Tracking the dataTracking the data

IPAs – “Agency IPAs – “Agency Omniscience”Omniscience”• Analyzing the dataAnalyzing the data

Please, please, please don’t ever Please, please, please don’t ever do this…and a couple other thingsdo this…and a couple other things

• Excel and multiple users – saving copiesExcel and multiple users – saving copies

• Moving dataMoving data

• Cutting/Pasting/DraggingCutting/Pasting/Dragging

• Rearranging Staff EntriesRearranging Staff Entries

• Changing custom entries mid-yearChanging custom entries mid-year

• Recovering a corrupt fileRecovering a corrupt file

• What’s a FixIt File?What’s a FixIt File?

Contact InformationContact Information• General Information and DownloadsGeneral Information and Downloads

– www.RacingSnailinc.com

• Sales & ConsultingSales & Consulting– Jerome CarlileJerome Carlile

• Jerome@RacingSnailinc.com• 480-201-8457480-201-8457

• AccountingAccounting• Vickie@RacingSnailinc.com

• Tech SupportTech Support• tech@racingsnailinc.com

Copyright 2011 Racing Snail, Inc. All Rights Reserved1

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