Complete Vision of Your Entire Enterprise
- Live vision of activity by department
- Multi-company/location/territory
- Cash requirements reports (weekly, monthly, yearly)
- Accounts Receivable activity with customer detail
- Period sales reports with monthly and yearly comparison
- Activity by service order type and profitability
- Revenue source reporting
- Sales and service trends
- Performance by salesperson
- Connection to Microsoft tools like Excel and PowerBI
Key Performance Metrics and Alerts
- Setting thresholds for performance
- Collections alerts
- Approval process
- Vision of all employee dashboards and KPIs
- Unlimited configurable email and text notifications