MI-DAS Management Information Dashboard
MI-DAS is the first truly independent web based dashboard for your K8 system. Being web based means you can access the dashboard from any device with a web browser, such as smart phone, tablet, laptop or desktop PC. No additonal licences or K8 users are required to access MI-DAS.
Click each heading below for a sample screenshot and brief explanation.
Dashboard
The dashboard is the place where you can see all sales performance at a glance. If you are a sales manager you can see compay wide sales performance, or choose a particular sales person to focus on. If you are a sales person you get to see your own sales performance.
Colour (RAG) coded plugins change according to KPI and margin thresholds defined within the dashboard.
Data can also be displayed in tables immediately.
Dashboard – Product Group/Product Targets
Targets can be set by user for specific product groups or products and sales performance against these targets monitored.
Dashboard – Projected Sales
Sales figures are extrapolated and compared against targets on a monthly and yearly basis. And colour coded to RAG thresholds.
Customer
The customer list is filtered to show only those customers the currently logged in user is associated with.
Sales values are year on year and lines are colour coded green, if the customer is ahead of last year’s sales value or red if behind.
All lists are sortable and exportable. Customer targets can be imported here
Extensive customer details can be viewed by simply clicking the customer name.
Customer – Sales Analysis
Sales analysis can be viewed in a simple 3 year history data table or graph format, as well as at PAC1-4 and product level. Look how easy it is to see which PAC3 levels are being bought, and importantly, which are not.
Customer – Sales vs Targets
Customer sales targets for any PAC group or product can be manually entered or imported in bulk and sales performance against these targets easily seen.
Customer – Aged Balances
Customer aged balances are on hand for those debt collecting moments when visiting customers.
Customer – Quotes
Keep on top of outstanding quotes for the customer with this simple, exportable list.
Customer – Orders
Engage with your customers with full visibility of their orders with their latest statuses.
Customer – Terms
MI-DAS is the only 3rd party commercial product that allows you to view customer pricing terms in a very flexible, searchable manner. Product and group level pricing terms are both available.
And Group …
Customer – Contacts
If you’ve been maintaining a list of contacts on your K8 system, then its imperative that your sales people on the road have access to the latest details. Here they are, synchronised nightly (or more often if you prefer!).
Customer – Tasks
If you’re out on the road, recording meeting notes is crucial. With MI-DAS this is easily done, with overdue tasks showing up in red. If you’re a sales manager, you can assign tasks to your sales people.
Customer – Sales Reps.
Do you have more than one sales person selling to the same customer? Using MI-DAS, this multiple association can be configured meaning that when each sales person views the customer, they see only their own sales to the customer.
Products
View sales by all PAC groups and products (regardless of whether there actually were sales or not). Colour coded to easily see which areas are ahead of or behind this time last year. Like all other lists, this one is exportable for further analysis off system.
Product – Detail
View 3 year sales history for the selected product group or product in either graph or tabular format.
Tasks
Here you can see an overall view of tasks, whether overdue or still outstanding. A click through allows you to quickly jump to the associated customer to further analyse relevant information.
