Visual Intelligence Portfolio Dashboard

The Dashboard provides a framework for making essential information automatically available to both internal financial personnel and other managers and officials in the organization who require data to measure performance, manage processes, make decisions, and communicate to others.  It's the first thing you see when you log in and presents you with information customized to fit your particular needs.  The exact information you want, exactly when you need it, every time.     

  Preconfigured charts, graphs, and management reports

Whether it is a high-level executive budget summary or a detail listing of departmental expenditures-request what you wish to receive, and the Dashboard instantly delivers.

  Alerts to track key conditions

The Dashboard automatically monitors financial and operational conditions that require attention, providing a proactive method for administrators and internal finance personnel to better manage operations.

 Personalized dashboards

The Dashboard provides an at-a-glance view of all the charts, graphs, reports, and alerts they need.

Graphical displays include drill-down capabilities so the user can access the user-friendly source reports.

  Automatic Report Execution

Each time a user accesses their dashboard, the information they've requested is automatically presented.

  Condition Monitors

The dashboard is a 'virtual assistant' that is constantly working to monitor conditions that need attention. Automatically receive a message via email or dashboard notification when a condition exists so you can take the necessary steps to maintain compliance and meet management goals.

  Task Prompts

Create procedural controls to manage everything from a budget schedule or payroll timetable, to month-end steps or utility billing process.

  Drill Down - Drill Through

Click on whatever you're looking at on the dashboard and drill down to the transactional detail and then from there to any other records that are associated with the transaction. 

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