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  Priority On Outlook
 
A Dashboard Solution for Managing Your Business via Outlook
Eshbel's flagship ERP solution Priority now incorporates unique tools which enable end users to analyze corporate data from within MS-Outlook, a program found on most users' desktops.
Similar to a dashboard of a car, Eshbel's dashboard is an interface which allows you to organize and view performance levels of various aspects of your system within Outlook, in real time, including up-to-date customer information (CRM) such as the To Do List, Outstanding Debt, Price Quotations, Orders, Sales Opportunities, Service Calls and more. Using Priority's dashboard solution, you can obtain a full 360 degree bird's eye view of the activities or your company, customers and vendors.
Users can decide for themselves what to display and in what format. Graphs, tables and reports with the ability to drill down to the original document are all available at the click of a mouse. For example, the CEO's calendar can include snapshots of the current status of sales, purchases, cash flow, hot sales opportunities and other information as required.
Every window displayed on the dashboard includes a number of informational tabs. Following is a partial list of the items that can be viewed in Priority on Outlook.
  

Sales:
 Sales Analysis
 Aging and Open Invoices
 Sales Opportunities
 Customer Orders
 Overview of all activities for a specific vendor

Project Management:
 Profit Analysis
 Human Resource Management
 Milestone Tracking
 Project Specific Information

User Interface:
 Main Menu
 Personalized Menu
 To Do List
 Personal Calendar
 Customer and Contact Look-up Capabilities

CFO:
 Budgets
 Profit Center
 Cash Flow
 Profit and Loss
 
Service:
 Service Calls
 Active Service Calls
 Service Call Analysis
 Technician Scheduling
 Service Analysis per Customer

 

 
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