Graphical View

Tag: Graphical View

PDi CRM Business Information

PDi CRM – Information Desktop

PDi CRM Business Information gives a graphical view on some basic customer, supplier, inventory and general ledger information.

The customer panel includes the ability to view top x, bottom x pie charts, Sales for the current year by sales code, Monthly sales, customer age analysis and customer category information.

The supplier panel includes the ability to view top x, bottom x pie charts, Purchases by supplier category and supplier monthly purchases.

The inventory panel includes the ability to view top x, bottom x pie charts, Inventory monthly sales, sales by inventory category , sales by inventory group and ageing of inventory by monetary of quantity.

The General Ledger panel includes financial data by category, as well as standard financial ratios.

View the screen cast below for more information on the PDi CRM Business Information Desktops