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Logon
Screen
Depending
on the logon, each is assigned to a single or multiple set of
functions/dashboards. A logon will provide access to those functions
as shown below. The requirements are the same for a small business
to a fortune 100 company. HIATLANTIS provides the tools for
any company to succeed!
As shown in
the next example, functions/dashboards can be reached from a simple
click of a mouse.
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Traversing
dashboards
Each dashboard
may be reached by clicking on the desired function. As shown and
circled, each function is simple to reach. Defining each dashboard
is accomplished simply by defining what should be reached by employee
via an administration function in the employees record.
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Administrator
Dashboards
The administrator
dashboard allows searches as well as record additions. There are
actually three dashboards included with this system. An advanced
dashboard allows extensive searches to occur searching by field
within a record instead of a complete set of fields. Jumps to
other functions as shown in the screenshot above for configuration
and other plugins is also available.
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SalesRep
Jump Dashboard
Sales is the
heartbeat of any company. The SalesRep dashboard provides sales
the ability to manage large books of business easily. Reps may
also generate orders from the call record and even create forecasts
based on funnel/pipeline information. As with most SalesRep wanting
to know earnings, a report of commissions is also able to be created
based on commission program defined in the employee record.
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Sales
Manager Dashboard
Sales management
is critical in forecasting future business. Gauging daily, weekly,
monthly, and annual sales against forecasts is critical in your
business pipeline management. Two views are available with the
JAVA as shown and also in a classic view. This view is displayed
with the JAVA applet interface and as shown below in the Sales
VP dashboard with the Classic View. Both dashboards have the option
to display either interface
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Sales
VP Dashboard
There
hasn't been a more powerful tool developed to manage sales. The
Sales VP can monitor the activity of each sales manager/sales
group by simply watching a dashboard. Sales dollars are displayed
daily as well as results based on funnel/pipeline. Each VP may
funnel down to managers and see the detailed activity by manager
as well as another drill-down to each representative of that sales
manager.
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Credit
Dashboard
Managing
your cash-flow is made simple. Collections and collection calls
are managed via the credit dashboard. Working basically the same
as the sales rep, the collection manager can make calls and manage
the daily collection processes. The credit call dashboard looks
and reacts the same as the SalesReps dashboards, calls are scheduled
and maintained in much the same fashion. Keeping track of debt
has been made easy via these dashboards
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Inventory
Management Dashboard
Managing
your inventory is necessary in today's business. Making certain
you have the required quantities based on your funnel/pipeline
to meet deliveries is always a business requirement. Reporting
on inventory quantities to funnel values is needed in today's
business climate. While sales depletes your stocks, receiving
can continue to replenish it. Get accurate totals on all your
inventory at a quick search and glance with the reporting functions.
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Fulfillment
Dashboard
Getting
your orders out to your customers is a requirement for any business.
From a PO to consignment takedowns, HIATLANTIS provides the method
to get your orders out and processed. You can print to local or
network printers in shipping and receiving if needed. Backorders
are also handled in this dashboard as well as the means to get
reports, search past orders and track the shipments! HIATLANTIS
also has the ability to move files to your accounting application
to avoid dual entries!
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Support
Dashboard
Support
is a man issue for most companies and attempting to manage the
process. Anything from manufacturers sending out hard product
to software companies must deal with the immense task of taking
and resolving the calls. The sales manager dashboard to the left
displays how management can track the inquires and support individuals.
A traffic router (dashboard not displayed) assigns each support
ticket (an incident number is generated for each incident) and
then assigned to a support representative (dashboard not displayed).
Tracking productivity is made simple by the support system and
each incident can be tracked with response times.
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