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, including information directly from the satellite modules of the software such as the WMS Warehouse Management System.

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 CenterCash Flow
• Profit and Loss

Service:

• Service Calls
• Active Service Calls
• Service Call Analysis
• Technician Scheduling
• Service Analysis per Customer

Priority on Outlook - PDF