Monthly review
Bring together the indicators your team reviews and compare each result with its goal.
Bring together the indicators you need to run your operation: values you enter, formulas you calculate and figures from your modules. Set monthly goals and review their progress on a dashboard.
Ask the team about the available options for this module.
Connect indicators to Commerce, Sales, CRM, Inventory, Accounting, Health, Projects, Human resources or Websites. Each source reads that module's data in your workspace; configuring it requires permission to access the source information.
The planner suggests goals you can review before saving. Attainment respects the indicator's direction: growing sales and reducing turnaround time are assessed differently. Thresholds determine what is on target, needs attention or is urgent, and for indicators that add up the running month is judged by its projected close (marked ≈), so half a month never looks like a drop.
Define a tracker with the stages of your operation. Record each unit, its value, location and owner, and date its stage changes. Management reconstructs the journey to measure arrivals, time to reach a stage and the age of units still open.
Bring together the indicators your team reviews and compare each result with its goal.
Review sales and opportunities alongside your own commercial indicators, with the source modules active.
Track equipment, orders or cases as units and review where they accumulate and how long they take.
Connect this module to the tools that complete your daily work.
What we get asked most about this module, answered straight.
Still have a question? Let's talkYou can start with manual indicators, formulas and unit tracking within Management. Automatic sources from other modules require that module to be active in your workspace.
Each workspace has its own indicators and its own database. Management queries the modules of the workspace you are in; it does not consolidate databases from other workspaces.
It depends on the source. Dated movements and records are grouped by their period. Inventory stock and the state of Sales opportunities are snapshots of the current month; they do not reconstruct earlier balances. Unit tracking does reconstruct stages from recorded movements.
It appears as missing data, separately from a real zero. If a formula cannot be calculated or a source module is unavailable, the indicator explains why.
It is an independent module. Its tiers and allowances for indicators and tracked units come from the current catalog on the pricing page. Your workspace remains included at no cost.
Create your indicators, set goals and bring your team's review together on a dashboard.
Ask the team about the available options for this module.