About Executive Dashboard
The Executive Dashboard allows you to view and monitor the totals for your business. These totals are based on fiscal year totals and include a complete breakdown of Accounts Receivable, Accounts Payable, bank totals, and sales totals. You can easily monitor your company’s cash flow.
When working in the dashboard, data is refreshed on-the-fly. Also, every time you open Executive Dashboard, your data refreshes, which ensures that you are always viewing the most current data available.
Your sales department can view totals from a previous year, allowing comparisons from year-to-year or even month-to-month.
Executives in your company can review new and old data quickly and easily. Each Executive in your company can view data that is essential to the business.
Note: Your A/R data can be easily imported into SQL using the EBS SQL Import Control Panel. For details on importing data on the DDMS system, see the handout Using the EBS SQL Import Panel on the Customer Support Center. For details on importing data on the DDMSPLUS system, see Using the EBS SQL Import Panel.
For more information, see the following:
Viewing Cash Totals Information
Viewing Sales Totals Information
Next, go to Getting Started with Executive Dashboard.
Note: Executive Dashboard is designed to give you greater flexibility in viewing business data. If your daily totals are incorrect, see Editing Daily Totals.
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