TEAM Software: Introducing the Insights Dashboard
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The document introduces Team Software's Insights Dashboard, designed for SaaS clients to visualize extensive data with preloaded analytics and industry-specific metrics. It provides near real-time updates on key performance indicators, financials, and customer analytics, featuring various tabs for detailed analysis. Additionally, support resources and feedback options are offered for users interested in accessing the dashboard.
TEAM Software: Introducing the Insights Dashboard
- 1. © 2017 TEAM Software, Inc. Introducing TEAM’s Insights Dashboard Wednesday, October 4, 2017
- 2. © 2017 TEAM Software, Inc. • Leverage the extensive data from WinTeam. • Visualization of data. • Industry-specific metrics. • No configuration needed — preloaded analytics and reports. How We Got Here Available for TEAM SaaS clients at no additional cost.
- 3. © 2017 TEAM Software, Inc. How many of you have already used the insights dashboard or at least seen a demo of it? I have used it. I have seen a demo. I have not used the dashboard or seen a demo. What’s a dashboard? Poll Question
- 4. © 2017 TEAM Software, Inc. • Virtual report card of KPIs, metrics and trends. • Near real-time updates on job financials, overtime information, customer analytics and Checkpoint stats • At-a-glance information displayed in handy charts and graphs. New Insights Dashboard
- 5. © 2017 TEAM Software, Inc. Out-of-the-Box Reporting KPI Tab • Designed for executives • Set alert notifications when a threshold is reached Map Tab • Show your customers your reach Overtime and Checkpoint Tabs • Trending metrics • Drill-down capabilities Job Financials and Customer Analysis Tabs • Revenues, expenses and margins
- 6. © 2017 TEAM Software, Inc. KPI tab
- 7. © 2017 TEAM Software, Inc. KPI tab
- 8. © 2017 TEAM Software, Inc. KPI tab
- 9. © 2017 TEAM Software, Inc. KPI tab
- 10. © 2017 TEAM Software, Inc. KPI tab
- 11. © 2017 TEAM Software, Inc. Map Tab
- 12. © 2017 TEAM Software, Inc. Job Financials Tab
- 13. © 2017 TEAM Software, Inc. Customer Analysis Tab
- 14. © 2017 TEAM Software, Inc. Overtime Analysis Tab
- 15. © 2017 TEAM Software, Inc. Checkpoints Tab
- 16. © 2017 TEAM Software, Inc.
- 17. © 2017 TEAM Software, Inc. • 24/7 help on Solutions Online • Reporting & Analytics web page • At-A-Glance Analytics blog • Share feedback via the Idea Portal or email Travis Graham. Want access to the dashboard? Contact your account manager today! Additional Resources