MYOB EXO Business Dashboards

MYOB EXO Business Dashboards provide users (and particularly management) a quick, up-to-date view of:

• Business performance

• Items that need attention

• Marketing and up-sell opportunities

• Product performance and much more

The range of different dashboard views (also known as “dashboard reports”, “dashboard gadgets”, or just “Dashboards”) with which you can populate your Dashboard is only set to improve over time, giving users in any area of the company the ability to monitor performance indicators related to their department or the business as a whole.

Dashboard views can be set up on a user-by-user basis, keeping confidential information out of the wrong hands. Reports can be customised using the Clarity report writing tool to meet all your Dashboard requirements.

Who Would Use the Dashboard?

Anyone could benefit from using a carefully-designed set of Dashboard views, but not all views are useful for everyone. Consider some of the views that may be useful in a business environment (you may come up with a completely different list):

• Senior Management: May like to see overall business performance, trends, customer satisfaction levels, and breakdown of each of these by branch. Overall financial status (incomings vs. outgoings) is also very important.

• Branch Manager: Perhaps the branch manager needs to track performance of each member of staff using different metrics depending on what their role is, check on stock performance, monitor performance of sale items and be aware of overdue and problem accounts. Also may wish to view lists of loyal customers to offer them special discounts.

• Accounts Payable: Needs to know which Creditor invoices are coming up for payment, and be notified if any are overdue. Needs quick access to this information so accounts can be paid promptly

• Accounts Receivable: Similar requirements to Accounts Payable, but for Debtor accounts and invoices.

• Marketing: What are the top-selling products? Who is buying them, and who is not? Why? Marketing needs a list of product performance, particularly over sale periods to assess how successful campaigns are.

• Sales: Management wants to reward sales staff for high performance, so sales staff need to be able to see their performance matched against targets. It would also be useful to know which products are selling best, and who is buying.

• Manufacturing: How is manufacturing performing? Are targets being met? What percentage of scrap has there been over the last week? Do some staff members need to lift their game?

All the above information can (potentially) be shown in Dashboard views.