BI Dashboard, an add-on for Shipment 360
Every job, invoice, lead and pay run in Shipment 360 already holds a number. The BI Dashboard adds these numbers up for the owner, the CFO, marketing, the head of sales and HR. It also shows what needs your attention today.
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The figures on this page are made up. They show what a board looks like.
One company, five boards
Choose a role. Each person sees only the boards you give them.
Owner and CEOReads from every part of Shipment 360
CFOReads from Keeplee Books
MarketingReads from Keeplee CRM and Books
Head of salesReads from Keeplee CRM
PeopleReads from Keeplee HR & Payroll
Drawn for this page, with made-up figures from a company that does not exist.
Why it belongs to Shipment 360
A separate reporting tool needs someone to feed it figures. This one reads each part of Shipment 360 as the work happens. Each flag links to the page that explains it.
Keeplee Books
Shipment 360 Job Board
Keeplee CRM
Keeplee Asset Management
Keeplee Inventory
Keeplee HR & PayrollThis is not the full list of flags. If your company does not use a part, its flags do not appear.
A story
This is a made-up example to show how the work goes. Kavita and her company are not real, and it is not a customer's story.
Kavita sees revenue and net profit against last month and last year. The month that is not over yet is marked, so she does not mistake it for a bad month.
A flag says more than a quarter of what customers owe is overdue. It links to the page that explains it, with the bills. So she knows who to call.
Payments falling due sit beside cash and bank. She does not have to ask accounts to make a sheet.
She sees quotations sent and accepted, each salesperson's figures, and overdue follow-ups. The meeting at ten starts with the answer.
Customer
Implementing the Keeplee ERP suite in our business was the single best operational decision we made this year. It unified our accounting, inventory, HR and CRM into one clear, real-time dashboard, saving our team dozens of manual hours every week while giving leadership total operational clarity.
Questions
It is one page that shows how the whole business is doing. It shows revenue, profit, cash, what is owed, pipeline, jobs and people. It reads them from the systems where the work is done, with no spreadsheet in between.
No. It is an add-on for Shipment 360, because it reads the figures from your other products. That is why there is nothing to import. It is in your free month.
Yes. Revenue, costs and profit come from vouchers. A month adds up to the Profit and Loss in Books for the same dates. Books imported from Tally count too.
Each board is a right that you give. There are ready-made roles for CEO, CFO, marketing and head of sales. Payroll cost shows as a total, never as one person's pay.
Monthly sales targets, which ledgers are for marketing, and your website and social media figures. It reads everything else by itself.
Not today. You type website and social media figures by hand each month.
Not today. Marketing spend is one total, from the ledgers you mark. Leads are shown by channel and by campaign.
It needs six full months. It compares the last three months of revenue with the three months before. If the change is within 3% either way, it shows Flat.
No. You pick one book. Figures from different books are never added together.
