For example, to see which invoices have gone to which vendor on which days of the month, just click on the vendor name and everything changes. Likewise it only takes one or two clicks to view data on payments for a specific day, payments to specific employees, payments by category, payments broken down by company division, and more. Gaining access to the same information by exporting the data to Excel would require a long series of VLOOKUPs and take at least an hour. Here it takes no time at all.”
• Tracking vendors makes it easy to spot mistakes or oversights
“This report uses ledger-style lists along with line graphs. Any missed vendor invoices are easily spotted. You can scroll down the list for the previous month, and if nothing was paid to a vendor who typically gets paid something each month, you know you need to look into it further. This helps maintain good relationships with all vendors. This report can also be used to handle various accounting tasks, such as accruing for invoices yet to be received. The graphs make it easy to view AP trends, so you can stay on top of developing changes in spending.”
• Operations dashboard pushes performance to new heights
“This dashboard uses a variety of graphics to display key performance metrics for operations, such as revenue per mile, delivered orders, and margin. The metrics for each business division are shown separately. This dashboard, which is displayed on a big-screen TV for everyone to see, has helped the operations personnel repeatedly exceed monthly goals. This sort of performance improvement allows you to accelerate the return on your investment in the software tools.”
• High-level brokerage dashboard provides quick visibility for the logistics manager
“This dashboard uses graphics combined with ledger- style lists to provide an overview of the logistics division. The division manager can quickly see live data concerning total margin, total margin by broker, total delivered orders, revenue, top customers, bottom customers, delivered orders, and revenue by month.”
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