Executive Dashboard Overview

1
Executive Dashboard Overview

• Fusion 08
• Tom Dodge

2
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.

3
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.

4
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

5
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
  customers next payment is expected.
• Monitor your high dollar payables and when your
  next payment is due.

6
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.

7
Demonstration

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• Q A