At the end of the day we all need just one thing...
Clear, Concise and Precise information that can facilitate management discussion and action, quickly.
Your client records are maintained here.
TABS list both active and inactive clients. Simply toggle between the two to see your client lists.
From across the top
Email: you can add additional emails to send your reports to
Month End: is the month your financial year ends
Date format: choose the format
You will setup your Dashboards and KPIs here.
The top menu area also incorporates a Search facility, Quick Entry, Scorecard, Take a Tour, Imort and your Profile.
Clicking your Business name will open the “Create” window which also lists all Businesses you have created
Create your Dashboard – Click the "+" and just name it!
Analytics gives you the facility to interrogate your data further. You can change your graph type, view the data results, ascertain variance and observe trends.
You can also compare two KPIs for comparison, simply select "Select KPI for Comparison" from the drop down box.
The more in-depth analytics are contained in the XMR Charts. You'll nee