Supercharge your business performance
Stay one step ahead by focusing on your critical information with easy-to-read dashboards for all aspects of your business. With your key details always in view, management and staff can be less reactive and more proactive.
Focus on critical areas within your business.
- Track KPI trends such as debtor days, stock turn, operating profit and new profit margin
- Monitor key customer, supplier and general ledger balances
- View top customer sales, daily and monthly sales
- Be reminded of customers and suppliers payments due and customers in dispute
- See leave history, pay details, staff calendar, and anniversaries
- Identify products to be re-ordered, purchase items due and back orders
- Spot potential low margin sales or overstocking
Role specific intelligence
Business owners and senior management can always see what is happening with your financials, payroll and CRM. View your key performance indicators such as sales and pipeline, operating margins, profitability and financial ratios, cash flow forecast, stock turn and levels, alerts, and more.
Staff can see at a glance what’s important for their role and act immediately, for example view tasks and reminders in a calendar, debtors who’ve just become overdue, stock needing to be re-ordered, outstanding quotes and overdue deliveries. They can then take action by drilling down from the dashboard straight to the transactions.
Personalise from a built-in library
Select from a library of over 150 "gadgets" (on-screen reports) to choose the information you need, and save your most frequently viewed details in your own "My Accounts" page. Easily change the display from a list to a calendar view or graph, and even create your own customised gadgets.
Centralised tasks and reminders
Add tasks and reminders in a calendar and see by today, this week and next. Managers can assign and view tasks for staff, with overdue tasks highlighted.
Full security
The dashboards include full security to ensure staff see only the information they are authorised to view.