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Dashboard
It provides a complete overview of your business status from start to end workflow.
The Dashboard provides a comprehensive overview through various widgets. The Project Value widget shows the total value of secured projects, deliveries completed, invoices raised, and payments received. The Overdue Payment widget shows invoice-wise details of overdue payments. The Enquiry widget displays the total number of enquiries generated. The Appointment widget highlights future appointments or correspondences linked to enquiries or quotations. Additional widgets, such as Quotation, Project Tracking, Delivery Status, and Recent Activity, provide real-time updates on quotation statuses, project progress, deliveries, and recent actions, ensuring efficient management.
Key Features of Dashboard Module
Streamlined Process
Track, manage, and approve quotations centrally for efficiency, which reduces errors, enhances communication, and ensures client satisfaction.
Secured Job Status
Centralised and tracked purchase orders enable accurate material management, streamlined scheduling, and hassle-free project execution.
Production Status
Track production status to address delays, ensure timely delivery, and support efficient management throughout the Production manufacturing process.
Tracking Quotations
Track quotations effortlessly with a dashboard that enhances workflows, improves management, and supports effective client communication.
Invoice
Track invoices raised, payments received, and production progress with clear visibility, enabling businesses to monitor performance, address issues promptly, improve efficiency, and ensure smooth project execution.
No. Of Lost Deals
Every lost deal reveals insights, helping refine strategies, bridge gaps, improve conversions, and strengthen client relationships effectively.
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