Sales Dashboard, Reminders, KPIs, Reports
sales
- Sales by Item
- Sales by Customer
- Sales by Sales Rep
- Sales by Partner
- Sales by Historical Team
- Sales by Promotion
- New Customer Sales
- Open Invoices
- Item Sales History
- Churn – Customers
- Customer Rank
- Item Rank
- Gross Profit
- Gross Profit by Customer
- Gross Profit by Item
- Gross Profit by Sales Rep
LEADS
- Lead to Customer
- Conversion Rate
- Lead Source
PIPELINE ANALYSIS
- Pipeline by Status
- Pipeline by Sales Rep
- Pipeline by Customer
- Opportunities Won
- Open Quotes by Lines
- Open Quotes
- Quotes Register
- Sales Activity by Sales Rep
- Sales Activity by Customer
- Customer Aging History
- Opportunities Won
- Opportunities Lost
- Quotes to Close
- Forecast vs. Quota
- Forecast vs. Status
- Calculated Forecast by Sales
- Rep
- Forecast by Sales Rep
- Forecast by Customer
- Forecast (Outstanding) by
- Customer
- Forecast by Item
- Forecast Accuracy
- Forecast vs. Quota by Class
- Forecast vs. Quota
Expense Management, Accounts Payable and Expense Reports
SEAMLESS INTEGRATION TO GL
- Create expense groups that map to general ledger accounts for automatic posting upon approval
FLEXIBLE OPTIONS
- Mark expenses billable to customers for automatic customer invoicing
- Apply expenses against any advances
- Reimburse through normal AP processes or through payroll
Accounts Payable Dashboard, Reminders, KPI, and Reports
ACCOUNTS PAYABLE
- Purchase Order Register
- Open Purchase Orders
- A/P Aging with Monthly Buckets
- A/P Aging Report
- A/P Register
- A/P Payment History by Bill
- A/P Payment History by Payment
- $ Open Purchase Orders
- Open Bills
- Purchase by Vendor
- Form 1099-MISC
- Form 1096 Report
- Amortization Forecast
Revenue Recognition Dashboard, Reminders, KPIs, Reports
REVENUE RECOGNITION REPORTS
- Deferred Revenue Waterfall
- Deferred Revenue by Customer
- Deferred Revenue by Item
- Revenue by Customer
- Revenue by Item
- Revenue Recognition Forecast Summary
- Revenue Recognition Forecast Detail
- Billing and Revenue Summary
- Deferred Revenue Reclassification Activity
- Deferred Revenue Reclassification
- Deferred Revenue Roll Forward
KPI’s
- Revenue on Hold
- Recent Revenue Arrangements
Work Order Management Dashboard, Reminders, KPIs, Reports
REPORTS
WORK ORDER MANAGEMENT
- Work Orders Built
- Work Orders Released
- Work Orders In Process
- Work Orders Status
- Work Orders Closed
- Work Orders Canceled
- Work Order to be Scheduled
- Material Shortage
- Material Commitment
WIP
- Work Orders – Planned Hours
- Work Orders – Time to Complete
- Work Orders – Operation Sequence
- Work Orders – Past Due Operations
Customer Support Dashboards, Reminders, KPI’s & Reports
KPI’s
- Work Orders – Released KPI
- Work Orders – Value of Released
- Work Orders – Value of Completed
REMINDERS
- Planning Alert – Rescheduling
- Work Orders – Past Due Operations
- Work Orders to Build
KPI SCORECARDS
- Production
- Inventory
- Manufacturing Operations
KPI SCORECARDS
- Customer Service Metrics
- Customer
- Customer Activity
METRICS
- The decrease in # of Cases
- The decrease in # of Escalations
- Decrease # of Returns
- Decrease # Time to Resolution
- The decrease in Customer Churn
Project Management Dashboards, Reminders, KPI’s & Reports
KPIs
- My Utilization
- Billable Hours
- Open Projects
- Project Billing Forecast
- Project Billing Below Forecast
- Average Rate
- Margin on Time Charges
- Overall Project Profitability
- Billable Headcount
- Charges Time to Bill
METRICS
- Change in Billing Forecast
- Change in Billable Hours
- Change in Open Projects
- Change in Average Rate
Project Management Dashboards, Reminders, KPI’s & Reports
REPORTS
- Project Profitability
- Project Profitability by Month
- Project Billing Report
- My Projects
- Actual Utilization by Resource
- Actual Utilization by Project
- Time Entry Exception Report
- Project Summary
- Milestones this Month
- Project Overview
- Project Costs
- Project Status
- Projects at Risk
- Project Burn
- Overage by Project Task
- Slipping Tasks to Baseline
Inventory Dashboard, Reminders, KPIs, Reports
INVENTORY REPORTS
INVENTORY/ITEMS
- Inventory Profitability
- Current Inventory Status
- Physical Inventory Worksheet
- Inventory Valuation
- Inventory Revenue
- Inventory Detail
- Inventory Turnover
- Item Availability
- Item Sales History
- Gross Profit by Item
- Sales by Item
- Costed Bill Inquiry
- Manufacturing Routing by Location
- New Items
- Item Audit Report
- Item Description Change Audit
COST ACCOUNTING
- Production Variances by Item
- Purchase Price Variances by Item
- Planned Standard Costs by Cost Variance
- Standard Cost Items
- Items with No Standard Cost
KPI’s
- Inventory Turn
- Inventory Value
- Days Inventory on Hand
KPI SCORECARD
- Inventory
Returns Management Dashboard, Reminders, KPIs, Reports
REPORTS
RETURNS MANAGEMENT
- Return Authorization Register
- Open Return Authorizations
- Return Authorizations Pending Receipt
- Item Return Reason
- Customer Returns by Value
- Returns by Employee
- Value of Customer Returns
KPI’s
- Returns by Employee
- Number of Customer Returns
- Item Return Reason Summary
- Value of Customer Returns
REMINDERS
- Return Authorizations to Approve
- Return Authorizations to Print
- Return Authorizations to Receive
- Return Authorizations to Refund
KPI SCORECARDS
- Warehouse Operations
- Sales