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Agency Review

How often do the principals need to review agency health?  The answer is "whenever they want to".  This drill down, starting with the account executives, gives you an up-to-the-minute view of billings and costs.  Click on the account executive to see what accounts are making up his numbers.  Check initial estimates…check write offs…check hours…check outside vendor time & materials.

Current information - - on demand - - what a concept.

Features:

bullet On screen inquiry to display Agency health and activity
bullet Totals by Account Executive
bullet View Life to date, Year to date, or Write off amounts
bullet Click [+] expands view and retrieves detail for the manager

 

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Agency Review - Drill Down

Features:

bullet Levels by Jobs, Activities, Cost Codes, Transactions
bullet See Estimates, Accumulative, and To Bill amounts
bullet See Gross, Net, or Hours
bullet Click [+] expands view and retrieves more detail for the manager

 

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