New Dashboards

/New Dashboards

New Dashboards

Welcome to the June edition of ‘On the Inside’ detailing the enhancements made to AccountAbility over the past month.

As always, we’d really appreciate if you would forward this email to any staff who will benefit from these developments. We’d also love to hear from you if you’ve got anything you’d like to discuss with our team.

New more powerful dashboard pages

One of the most important benefits of visualization is that it allows you to see large volumes of data in easy to interpret visuals. Our developers have been hard at work to design and make these data graphics simple to read, whilst being incredibly insightful.

We have recently created 5 new dashboard pages to supplement the existing ‘My Dashboard’ page:

  1. Time (TIME & RESOURCES -> TIME DASHBOARD)
  2. Resources (TIME & RESOURCES -> RESOURCES -> RESOURCES DASHBOARD)
  3. Jobs (PRODUCTION -> JOBS DASHBOARD)
  4. Financial (ACCOUNTING / GENERAL LEDGER / FINANCIAL DASHBOARD)
  5. Clients (ACCOUNTING / GENERAL LEDGER / GENERAL LEDGER REPORTS / CLIENTS DASHBOARD)

You can also access these new dashboards via the link at the top of each dashboard page. For example if you have any of the dashboards open (e.g. My Dashboard) – there is a link at the top right of the page to each of the other dashboards:

                       

The dashboard pages contain 33 individual charts and graphs – 20 of these new charts have been released over the last couple of weeks. Below is a full list of the graphs and charts available under each dashboard.

Please note that ‘My Dashboard’ is configurable to display the selected charts – up to 10 of the available 33 charts – for each User Group. This enables your agency to define which charts each group of users will see on ‘My Dashboard’.

If you’ve got Administrator rights for AccountAbility, you can easily configure this  – go to SET UP FILES / USER ACCESS GROUPS, then open each group and click the ‘Dashboard Elements’ link at the top of the page to define the charts for each user access group.

 

My Dashboard (up to 10)

Time Dashboard

Jobs Dashboard

Clients Dashboard

Financial Dashboard

Resources Dashboard

Jobs – Actual vs Billed

Jobs – Actual vs Billed

Jobs – Estimate vs Billed

Jobs – Estimate vs Billed

Jobs – Actual vs Estimate

Jobs – Actual vs Estimate

Job Conditions

Job Conditions

Leave by Department – Next 31 Days

Leave by Department – Next 31 Days

Leave by Department – Next 31 Days

Leave by Month

Leave by Month

Leave by Month

Top 10 Prospects

Top 10 Prospects

Client Profitability

Client Profitability

My Time this week

My Time this week

Team Resources

Team Resources

Job Resources

Job Resources

Job Resources

Client Resources

Client Resources

Client Resources

Missing Timesheets

Missing Timesheets

Job Time Analysis

Job Time Analysis

Job Time Analysis

Receivables Aging

Receivables Aging

Receivables Aging

Payables Aging

Payables Aging

Scheduled Invoices

Scheduled Invoices

Scheduled Invoices

Department Time Utilisation

Department Time Utilisation

Revenue Tracker by Month

Revenue Tracker by Month

Revenue Tracker by Client

Revenue Tracker by Client

Revenue Tracker by Client Manager

Revenue Tracker by Client Manager

Monthly Profit and Loss

Monthly Profit and Loss

Actual Plus Budget Profit & Loss

Actual Plus Budget Profit & Loss

Profit & Loss Variance to Budget

Profit & Loss Variance to Budget

Bank Balance Today

Bank Balance Today

WIP Balances – Debit

WIP Balances – Debit

WIP Balances – Credit

WIP Balances – Credit

Current Bank Balances

Current Bank Balances

Unapproved Transactions

Unapproved Transactions

Departmental Time this year

Departmental Time this year

Receivables Days Outstanding

Receivables Days Outstanding

Receivables Days Outstanding

Profit & Loss Last Year Comparison

Profit & Loss Last Year Comparison

Balance Sheet Summary

Balance Sheet Summary

 

Got an idea for a new chart? Let us know and win an iPad!

At AccountAbility we continually strive to deliver new and improved functions for our clients, including new charts to our dashboards.

These enhancements are based on ideas and feedback from you, so we’d love to hear your ideas on new charts that you’d like to see in our system.

We’re offering a new iPad as a prize to the client who sends us what we judge to be the best new chart idea before July 31, 2018.

So get your thinking caps on and send your ideas to support@accountabilityaccess.com