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.
Manager Dashboards provide a visual snapshot of what’s happening in your business, making management so much easier. The graphs help you quickly understand your key business drivers and identify key trends, risks and opportunities. View the Manager Dashboards video.
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.
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.
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.
The dashboards include full security to ensure staff see only the information they are authorised to view.
» Use the ClearView dashboards to monitor backorders and items due.
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