The QuickEasy Dashboard provides a screen displaying all the live Key Performance Indicators (KPI's) for your business. The indicators give you a graphical indication of a Target value versus an Actual value.

The values can be fixed or extracted from your database. For example, when measuring your Quotes for the month to date, the Target would be a fixed amount while the Actual would be the total of all the Quotes created in the month to date. If, however, you were measuring how many customers had e-mail addresses, the Target quantity would be the total number of customers and the Actual quantity would be the total number of customers with an e-mail address.

The indicators can be filtered by Date and other parameters such as Rep, Cost Centre, Staff Member, etc. This means you could have an 'Orders Received' indicator for 'Month to date' as well as an 'Orders Received' indicator for 'Year to date'.

The Dashboard is much more than just a management tool! Because access to certain indicators can be restricted, every QuickEasy user can use this functionality to measure their individual performance.

Following are some screenshots and examples of how the Dashboard can be utilised. Click the thumbnails below to enlarge:

• Quotes: Total value of Quotes vs. Budget
• Orders Received: Total value of Sales Orders vs. Budget
• Invoiced: Total value of Customer Invoices vs. Budget

• Recovery: Actual hr/s recovered (sold) vs. Budget hr/s
• Estimated vs. Actual: Actual hr/s logged vs. Estimated hr/s
• Downtime: Actual Downtime hr/s logged against a Cost Centre
• Loading: Hr/s available vs. Working hr/s for next, say 3, days

• Cash Flow: Expenses vs. Income
• Expenditure: Actual expenditure vs. a Budget amount (Total or filtered by Account)
• Debtors/Creditors: Outstanding Debtors vs. Outstanding Creditors

• Customers - E-mail address: No. of Customers vs. Customers with an E-mail address
• Customers - VAT No.: No. of Customers vs. Customers with a VAT No.
• Customers - SMS address: No. of Customers vs. Customers with an SMS address

• Cold Calls: No. of Cold Calls logged vs. Budget
• Customer Meetings: No. of Customer Meetings vs. Budget
• Quotes: Total value of Quotes vs. Budget
• Orders Received: Total value of Sales Orders vs. Budget
• Invoiced: Total value of Customer Invoices vs. Budget
• Disciplinary Incidents: Number of Verbal and Written Warnings received by Rep
• Quality Incidents: Number of Re-prints, etc. for Rep's clients

• Estimated vs Actual: Actual hr/s logged vs. Estimated hr/s
• Downtime: Actual Downtime hr/s logged by Operator
• Disciplinary Incidents: Number of Verbal and Written Warnings received by Rep
• Quality Incidents: Number of Re-prints in which Operator was involved.