One of the many important advantages that Chronicle gives you as a manager is the ability to really see what is happening with your business. Chronicle takes all of the information you’ve entered and produces summarized analytical data to help you run your business. With this, Chronicle lets you see what your real work flow is. It gives key information about your financial condition: how much your receivables are, how many days out they are, how much you've billed, and how much cash you've received. And it gives you a clear picture of each department: how many jobs you've done and of what type, whether or not work is being done on time, how many jobs were terminated, and the financial picture for the department. It tells you whether activities are being completed on time, how many of each activity is scheduled, and how many of each activity is currently in progress. You can see all of this information in just minutes without having to interrupt anyone's work to see it.
- Set up your user panels to show the number of jobs that have come in by different date ranges, accounting information, and summaries from both a job and accounting standpoint of what is going on in a particular service line (department). Regularly monitor these tabs.
See Setting Up Management Home Pages.
- Use the Activity Manager to see if jobs are on schedule and to see if activities are being completed in a timely fashion.
- Use the Department Manager to see if departments are on schedule.
- Use our management graphs to see overviews of cash receipts over the past year, receivables and how far out they are, where you're getting your jobs, how many of jobs of each type, and so on. Also use the Trend Report to evaluate changes in numbers of jobs and revenue over time.
- Monitor A/R, billings, profits, job costs, budgets, and other financial information.
- Monitor department schedules to see what's being scheduled when.
- Monitor labor for departments, activities, and employees as desired.
- If desired, monitor journals.
This can give an owner or manager a general feel for any problems that exist and an overview of what is going on.
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