Dashboard Reporting
We are very excited about our new Dashboard Reporting module. These powerful reports present a graphical representation of a number of important metrics, in an easy to read format. Drill down features enable a detailed analysis of different aspects of your business in real-time. Daily sales, Open Orders, Open Quotes, Invoices and more can be viewed so sales staff can see how they are doing. In development are more dashboards for Finance, Production and Machine Scheduling, and we won’t stop there!
Real-Time Customer Information
Prior to calling on an account sales staff can connect to the Internet with a device such as an iPad or cell phone and access real-time information about the account using our Dashboard Reporting. Open Quotes, Open Orders, Sales by Product Line, Call Report information and much more provide the sales staff with valuable information regarding the account.
In this case sales staff are presented a high-level summary of how the account is performing
All Open Orders for the customer…
Configured for cell phones – Dashboard reports are configured for a cell phone….you can toggle for any information about the customer’s purchasing habits. Outside sales staff can pull up this information prior to calling on a customer.
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Sales by product line by month shows whether the account is growing over the past 12 months or 36 months.
There are many more dashboard reports and drill downs that will provide the sales staff with all the information they need to maximize their sales opportunities.
