Products : Accounting : Digital Dashboards
Now included with System Manager, Digital Dashboard gives you an executive snapshot of key business indicators. You can personalize Digital Dashboard using over 35 pre-defined business metrics. Each user can choose which objects to view and whether to show data graphically, in text mode, or both. User settings also include the ability to set an automatic refresh interval to ensure timely, accurate information. Dashboard objects can show individual company or consolidated data in multi-company environments.
- Service Orders by Status — All, Input Today or Scheduled Today
- Service Orders by Type — All, Input Today or Scheduled Today
- Technician Calls — Scheduled Today
- Technician Sales — All Unbilled or Closed Today
- AP Aging Analysis
- AP Invoice Analysis
- AP Payment History
- AP Purchase History
- AR Aging Analysis
- AR Invoice Analysis
- AR Payment History
- AR Sales History
- Current Cash Flow
- Projected Cash Flow
- CRM Opportunity Projections
- Daily Statistics — Cash Receipts
- Daily Statistics — Checks Written
- Daily Statistics — Purchase Orders
- Daily Statistics — Sales Orders
- Company Balances Summary
- Ratio Analysis
- Daily Sales and Profit Summary
- Monthly Sales and Profit Summary
- Yearly Sales and Profit Summary
- Top Ten Customers (MTD, YTD, Total)
- Top Ten Items (MTD, YTD, Total)
- Top Ten Sales Reps (MTD,YTD, Total)
- Top Ten Vendors (MTD, YTD, Total)
Daily Alerts and Weekly Alerts are available if using the Info-Alert product

This example shows the true power of the dashboard to consolidate disparate information from many applications into a concise snapshot for quick analysis. Information on this dashboard comes from CRM (opportunity projections), AR (aging, balance, and cash flow), AP (cash flow) and GL (cash balance).


