Business Dashboards
A number of preconfigured, standard Business DashboardA basic dashboard, available for several modules, that is included in Pronto Xi Business Intelligence. It typically presents key metrics and charts against current, year-to-date, and period-to-date data.s are included within the Operational reports series. You can also access these dashboards directly from the pxiPronto Xi menu as standard functions.
Business Dashboards provide information to assist businesses to monitor and manage key performance measures. These Business Dashboards can clearly and concisely communicate key strategic goals to all employees across an organisation and can help align goals across the organisation.
The Emissions namespaceNamespaces uniquely identify query items, query subjects, and so on. You import different databases into separate namespaces to avoid duplicate names. has been retired for 750.0.
| Dashboard | Measurement |
|---|---|
|
AP01 - Accounts Payable |
Aged Payables $ Aged Payables % Account Payable Days Unsettled Invoices Amount Unsettled Invoices Count Supplier Invoices Overdue % |
|
AR01 - Accounts Receivable |
Aged Receivables $ Accounts Receivable Days Customers on No Supply Invoices Overdue % Outstanding Amount |
|
CRM01 - Customer Relationship Management |
Number of Quotes Value of Quotes in the Pipeline Number of Leads Number of Opportunities Leads Pipeline Opportunity Count - Top Reps by Factored Amount Lead Count - Top Reps By Factored Amount |
|
INV01 - Inventory |
Inventory Ageing Use By Date Ageing Inventory Turnover Value Under Minimum Value Over Maximum Items Under Minimum Items Over Maximum |
|
PROJ01 - Project |
Project profit, income and costs per year Unpaid claims Claims to be submitted Claims to be certified In progress cost to complete by branch In progress projectIn Framework Manager, a set of models, packages, and related information for administration, and for sharing model information.In Metric Studio, a project is a task or set of tasks undertaken by a team and monitored on a scorecard. A project tracks the dates, resources and status of the project.In Metric Designer, a project is a group of extracts. Each extract contains the metadata that is used to populate the Metric Studio data store or to create applications. count, total contract amount by project type |
|
SALE01 - Sales |
Period Sales vs Budget Top 10 Customers Top 10 Territories Year to Date Average Sale & Gross Profit Year to Date Sales vs Budget Current Period Sales vs Budget Year to Date Sales vs Budget |
|
SRV01 - Service |
Contracts Due for Renewal in the Next 30 Days Unallocated Calls for the Day Unallocated Calls for the Day % Outstanding Calls Current Call Counts by Active Status Number of Overdue Unallocated Calls by Call Service Centres |