Manager’s Console

The Manager’s Console is the business intelligence dashboard for Tour de Force CRM. It is a comprehensive analytics tool that provides quick views to all levels of sales data and activity based metrics that impact the long term success of your company. Although the name implies its use by management, the Manager’s Console is designed to give all users the ability to view, manage, analyze, and report on any information in Tour de Force CRM.

Make Informed Business Decisions

All information that can be accessed through Tour de Force CRM is available in the Manager’s Console. The Manager’s Console allows a user to filter on any combination of user-defined fields found in the system in order to create analyses at all levels, from a very high level down to an in-depth granular level. This provides an organization with the tools needed to effectively analyze their database in order to identify trends and patterns and make more informed business decisions.

Analyze Sales Data

When Tour de Force CRM integrates to an organization’s ERP system, the Manager’s Console provides an avenue to easily and effectively analyze sales data.  The Business System Integration (BSI) Summary in the Manager’s Console provides access to top Accounts by Sales, Profit, Margin, Growth, Open Orders, and Percent to Goal. The Manager’s Console also provides visual analysis of Sales Data with a wide variety of sales charts such as Sales/Profit Trend Charts, Profit Comparisons by Year, Sales YTD Comparison, Top Product Groups, and Top Vendors. The business intelligence available in the Manager’s Console is easily viewable by company, branch, sales territory, customer, product category, and/or vendor.

Take Action

The Manager’s Console is not used solely for review and analysis, but is also used for taking action. Any action, such as creating an Activity, Appointment, Contact, Contract, E-mail, Expense, Event, Opportunity, or Quote can be done directly from the Manager’s Console.