Executive review: from the overview to the detail
Starts when: The start of a week or month, or the preparation of a management meeting.
- Open the CEO overview and set the Reporting window (Period, or From and To), then click Apply.
- On the Overview tab, read the Revenue, Gross margin, Orders shipped and On-time shipping cards against the previous period, and the Financial trend chart.
- In the Needs attention card, each signal is marked Urgent or Review; click the button next to a signal to open the tab that explains it.
- On Service delivery, review Performance by warehouse, Backlog & exceptions and Delivery service & carrier mix; on Finance & cash, review Receivables, Receivables ageing and the budget table.
- Use the link at the top of a section (Open finance, Open pipeline, Open order book, Open workforce or Open client tickets) to see the underlying records in read-only mode.
- Go back with the browser: the CEO overview opens again on the same tab and with the same reporting window.
Result: You know which exceptions drive the period, with the figures and records behind them, without having changed any data.
Next: Send your questions or decisions to the owners: the Warehouse manager for operations, the Finance specialist for invoicing and collections, the People administrator for staff matters.
Sign off budgets, purchase orders and client compensations
Starts when: Your sign-offs on the Needs attention tab shows a Pending count above zero.
- Open the Needs attention tab. Your sign-offs shows the Pending total, the split between Budgets, Purchase orders and Indemnities, and how many days the oldest item has been waiting.
- In the list, next to Budgets awaiting approval, click Open. Billing & Finance opens on the Budgets tab; if asked, choose a warehouse in Warehouse Scope.
- Review the budgets counted under Pending Approval and click Approve in the row. The message Budget approved appears and the budget leaves the approval queue.
- Next to Purchase orders awaiting approval, click Open. The supply chain workspace opens on the Procurement tab; switch to the Suppliers tab and click the purchase order.
- Check the lines and the total, then click ✓ Approve to confirm the purchase order, or click Reject and enter the reason.
- For a client compensation, on the Customers tab click Open client tickets, open the ticket in Support Tickets and, under Client compensation, click Approve and confirm Approve this compensation?, or click Reject with a reason.
- Return to the CEO overview and reload it: the Pending count in Your sign-offs goes down.
Result: Approved budgets can absorb spend, the purchase order is confirmed for the supplier, and the approved compensation shows Client compensation approved — now owed to the depositor.
Next: The Warehouse manager records spend against the approved budget and receives the purchase order; the After-sales manager follows the compensation with the client.
Prepare the board pack
Starts when: A Shareholders committee meeting or a board report is coming up.
- In the sidebar, open Board pack. The page Shareholders committee — board pack opens.
- Set the Reporting window to the period the committee will discuss and click Apply.
- Read Headline indicators (Revenue, Gross margin, Orders shipped, Overdue receivables); the Generated line shows when the pack was produced.
- Under Needs attention, use Review finances or Review governance to open the matching tab.
- On the Overview tab, review the Quarterly trend and Orders shipped charts, then expand Workforce and Customer base to see the aggregates and Safety posture.
- Use the chart toolbar to export a chart as PNG, export its data as CSV, or enlarge it for projection.
Result: You hold exactly the figures and charts the committee will see for the same period, ready for the meeting documents.
Next: The Shareholders committee reviews the same Board pack from its own account and brings its questions to you.