At IntegraLogic, we excel in creating insightful dashboards and reports that empower finance teams to make data-driven decisions. One of our latest projects focused on building a suite of reports tailored for a client’s finance team, ensuring enhanced visibility and operational efficiency.
Project Highlights
We designed a comprehensive set of dashboards and reports in Salesforce, offering a real-time, consolidated view of critical financial metrics.
Key Dashboards and Reports Delivered
- Outstanding Lines from Suppliers – Tracks the total value of outstanding supplier lines to manage payment schedules effectively.
- Supplier Purchase Orders Not Received in Full – Highlights incomplete purchase orders, enabling the team to follow up and ensure timely delivery.
- Supplier Purchase Orders to Be Processed – Provides an overview of purchase orders pending processing, improving workflow prioritization.
- Revenue Generated This Year – Offers a breakdown of year-to-date revenue, segmented by month, product line, or region for granular analysis.
- Orders Invoiced This Year – Displays all invoiced orders, sortable by stage and currency, for a clear understanding of cash flow and international transactions.
- Sales of Monitors with Accessories – Groups sales data by account owner and currency, offering insights into product bundling performance.
- Sales by Territory and Account Owner (for Commissioning Purposes) – Details sales performance, allowing accurate commission calculations and identifying high-performing territories.
- Value of Service Appointments – Tracks the monetary value of service appointments to assess profitability and optimise scheduling.
- Cost of Products Exported – Summarizes export costs, providing clarity on international sales and logistics expenses.
Outcomes Achieved
- Improved Decision-Making: Delivered actionable insights through real-time data visualisation.
- Enhanced Operational Efficiency: Automated reporting reduced manual tasks and errors.
- Better Financial Planning: Empowered the finance team with detailed metrics to forecast trends and allocate resources effectively.
Other Projects
Servicing medical devices in Salesforce Sales Cloud
