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Executive Dashboard Overview

Fusion 08

Tom Dodge

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What Is It …………

A dynamic, real-time reporting tool that allows Senior Management and Ownership to manage their company from “30,000 Feet” while giving them the ability to quickly access information to answer critical questions and make better business decisions.

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Manage Sales

• View total sales and profit % by salesperson and/or customer for each relevant period of time.

• View quoted dollars for each relevant period of time.

• View change order dollars for each relevant period of time.

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Manage Production

• Monitor on-time performance.

• Monitor jobs that are put on credit hold and/or production hold.

• View and monitor employee time.

– Daily Activity

– Who is late

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Manage Accounting

• Monitor jobs that are ready-to-bill.

• View cash flow for up to six weeks in the future.

• Monitor high dollar receivables and when the customer’s next payment is expected.

• Monitor your high dollar payables and when your next payment is due.

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Main Benefits

• Monitor information in real-time.• Dashboard can be accessed remotely.• Management saves time by focusing efforts on

the high-level items.• Management can predict and solve issues

before they become problems.

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Demonstration

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Q & A