Microsoft Outlook Dynamic Dashboard
Exchequer's business and accounting software boasts a user-definable dashboard from within Microsoft Outlook, giving you visible control over your business.
This important business tool gives you all your key management reports, Key Performance Indicators (KPI's) and operational reports accessible from and delivered to one place - the Microsoft Outlook Dynamic Dashboard.
Choose from a wide range of data (customer sales, stock performance, daily transaction totals or other indicators of your choice), and any changes in figures whether positive of negative are brought to the users attention along with the facts, enabling managers to make quick decisions and take appropriate action.
Instantly Answer Your Business Accounting Queries
- Number of orders taken including the revenue they bring in and who has made the sale
- Deliveries made, enabling you to decide where to deploy staff and which areas are key to your business
- Sales people performing under or over certain margins (who, when, how much and to whom)?
- Who are the top ten customers?, enabling you to pay extra attention to them
- Customers with a payment history that indicate you need to apply a tighter credit control to them
Benefits
- All the information you need for effective control of your business is displayed on your Microsoft Outlook screen
- Full drill down to originating transactions
- From the control menu you can select the reporting information you require
- Key reports and KPI's can be scheduled to refresh at regular intervals to suit
- Configure report information to personalise your dashboard
- Daybook totals configured and displayed to provide you with all the information you need
- Links from your dashboard to other management reports can be set up using OLE
