Action Tracking Center for finance teams
One management view of order booking and billing targets, turnover against target, outstanding recovery and daily follow-ups.
Finance and management
Real screen from a live system. The actual data is masked with sample data.
Turnover vs target by division, month by month.
The challenge
Finance and sales numbers sat in separate spreadsheets for each division. Management could not see targets against actuals in one place, and follow-ups on outstanding payments depended on memory and email.
Who uses it
Management, finance, division heads and sales
What we built
Results
Every division tracked
Billing, order booking and turnover for all divisions are measured against target on one screen.
Management report on demand
The management view is always current, so reports no longer need to be compiled by hand.
Follow-ups closed on time
A daily list of due and overdue follow-ups, each with an owner, keeps recovery moving.
Have a process that should be a product?
Tell us what slows your team down, or where you want more customers. We will come back with a working prototype, not a slide deck.