Real-time Dashboards provide you business intelligence from all areas of your company, from accounting and sales, to fulfillment and support. Customizable for each employee in your company, the Dashboard offers instant snapshots of key performance indicators, such as new sales orders, inventory, accounts receivable, or items to ship. Spend your time analyzing your data, not gathering it. As a result, you accelerate and improve your business decisions.
Key Business Indicators: Set up only the business indicators that are critical to your job. You can view such items as orders to fulfill, leads to call, or even bank balances. You can also compare reports from different periods and chart the results graphically.
Saved Searches: Get the information you need by creating custom searches based on fields in your records. Saved searches allow you to view such information as which customers have made purchases over a certain amount, the number of support cases logged by those customers, or which customers have overdue invoices.
Calendar, Tasks and Reminders: Use the Dashboard to manage your schedule, view tasks, and set reminders. For example, employees can set reminders to process the payroll, approve orders, or call customers.
Customization and Drag-and-Drop Capabilities: Not only can you determine the kinds of reports you view on your Dashboard, but you can also customize the colors, calendars, tasks, indicators and reminders and easily arrange this information with our drag-and-drop capabilities.
