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What is a Dashboard?
A Dashboard is an interactive page that
gives you all the information regarding your company’s health, right at your
fingertips. It also gives you a
clear indication of what needs to be done today and what needs to be done in the
near future to maintain that health.
What makes this such an important feature?
If you ask most software
companies how their business is doing, they will go and print
multiple reports and then crunch the numbers and then they would be able to tell
you. There are multiple problems with running your business this way:
1. You have to remember to run the reports.
Wouldn't life be great if we didn't
have to remember everything? (Isn't that why we have computer software?)
2. Once you do run the reports, you usually have to spend time either sifting
through the reports to find the piece of information you are looking for or you
have to crunch the numbers on the report to get the information you are looking
for. That takes a lot of time.
3. By the time you have done all that, things have been changing at your
company so the reports are already out-dated.
By using your Ignite Dashboard, you’ll
see everything you need to know without having to go and search for it.
AND, your information is up to the minute.
How is the dashboard specialized for me?
In Ignite, the data
that appears on the dashboard is dependent on the type of user you are. If
you are a manager, your dashboard will summarize and graph data such as the number
of new customers, what your AR is, whether your service techs are too busy or not
busy enough, etc.
There are also dashboards specialized for the service manager, fuel
manager, collection department and average user.
Drill down Capabilities
With its drill-down capabilities, the
dashboard allows you to quickly access the accounts you need and then quickly act upon them.
For example: If you see your 90 Day
Balances total $81,087.86, you can then double-click that value to get a list of
the customers that make up that balance owed. Then you can double-click one of
those customer records to pull up that particular customer's account.
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