The Client Watch Dashboard
The Client Watch Dashboard is a central gateway, listing all of your Clients whether they use hosted, web-based or local software.
Updated and refreshed every night, it provides up-to-date KPI data automatically extracted direct from your clients’ MYOB, Quickbooks or Xero data files (and other sources if needed).
You can display a "Your Business" report for each business showing a selection
of management information. These Dashboards can easily be emailed directly to
your Clients.
You can display a detailed performance report explaining the data behind the Dashboard and showing trends and movements over the last three months.
You can launch your Client’s live MYOB, QB or Xero application providing you with the ability to drill-down into the detailed transactions, make adjustments, create journals etc.
You can refresh the data for any business at any time.
Not only can you now monitor the performance of your Clients and keep an eye on the major issues, you can see any problems immediately and either investigate the cause and make any changes, or you can alert the Client and suggest any actions.
Once you have downloaded the Client Watch Dashboard, upload your own logo into the Dashboard. Enter your Clients’ details, enter the business names and browse to the accounting file for each business.
When you click on "Save", the Dashboard will extract the data directly from the
MYOB, QB or Xero file and upload the data onto the dashboard. While it is doing
this, it is also extracting the data for the Your Business report. From that
point on, all data will be refreshed each night, guaranteeing that it is always
up to date.