The Executive Summary module boosts productivity with business intelligence tools such as our dashboard of Key Performance Indicators (KPI). All of the critical information concerning the company's business is conveniently summarized in real-time in one place: sales, inventory, receivables, payables, cash flow and financial statements. These powerful features enable management to quickly see their whole business picture, identify problem areas, track orders and sales, and provide a much greater degree of detail, if it is necessary.


The Executive Summary is divided into four tabs: Current, Daily, Financial, and Ratio. Each one highlights key areas of the business.


The information displayed on each tab is updated when opened and may be set to refresh twice or more hourly.


The Current tab displays information concerning month-to-date and year-to-date sales, cost of goods sold, gross margin and gross margin percentage. Also displayed are receivables, open orders, shipments, payables and purchases. For some of the fields, there is a lookup button that provides users access to greater details. You can drill down all the way to individual invoices, payments, purchases, etc. Summary by Location, by Trader, by Direct Sales, and by Inventory Sales are also provided.


The Daily tab displays billing, sales, orders shipped, cash receipts, payments, purchases, and good received for the day. It also shows billings, gross margin, sales by day, month, quarter, and year with complete graphical capabilities (ie. charts and graphs). This feature allows management to identify key business trends.


The Financial tab displays financial statements for management to view the financial position of the company. There are options for detailed inquiry into each general ledger account.


The Ratio tab displays the key business ratios at a glance for management to monitor and measure the business performance and financial statistics.


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