The Day Planner items are lists of important information that you want right in front of you or your team. Examples of Day Planner items can range from:
list of Booked Projects This Week
Projects Lost This Week
Variance between Purchase Orders & Acknowledgements
Sales Year to Date by Sales Person and / or Market
Open Punch Lists / Corrective Actions
Projects Installed and Not Yet Invoiced
Product Shipped Today
Close Ration By Sales Person or Customer
Projects Created This Week
Quotes Expiring This Week
...
You can apply predefined day planner items or create your own custom items with the e-manage|ONE day planner configurator. Set them for company profiles such as management, sales, or operations, accounting and others
Watch the following video to learn more and learn how to configure Day Planner Items.
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Below are some feature allows you and your team to have important information readily available. The items can include, but are not limited to:
List of projects booked for the week
Projects lost for the week
Variance between purchase orders and acknowledgements
Sales year-to-date by salesperson and/or market
Open punch lists/corrective actions
Projects installed but not yet invoiced
Products shipped today
Close ratio by salesperson or customer
Projects created for the week
Quotes expiring for the week
...
Below are examples of Day Planner Items and who they should be assigned to. :
Admin:
Order Sales YTD by Sales Person
Order Bookings YTD by Sales Person
Opportunities Lost Last Week
Projects created this week
Orders Booked this week
Punch List Items
Vendor Balances
Top 10 Vendors by Net YTD
Sales
Expected Complete Date this week
Next Touch Date Today
Expiring Quotes
Punch Lists
Jobs Installing this Week
Accounting
Installations Completed without invoice
Vendor Balances
Order In backlog over 90 day
Punch List Items
Operations
Punch Lists
Expect Complete This week
Jobs installing this sales year-to-date by salesperson
Order bookings year-to-date by salesperson
Opportunities lost last week
Projects created for the week
Orders booked for the week
Punch list items
Vendor balances
Top 10 vendors by net year-to-date
Sales:
Expected completion date for the week
Next touch date for today
Expiring quotes
Punch list items
Jobs installing for the week
Accounting:
Installations completed without invoice
Vendor balances
Orders in backlog over 90 days
Punch list items
Operations:
Punch list items
Expected completion for the week
Jobs installing for the week