Introduction.
Beginner Ervaren Expert
The Management Information module consists of the components:
  1. Startup screen with overview.
  2. Reports

You can find the module via function group 'Module(s)' and function 'Management information'.
Startup screen:
The Start-up screen consists of four 'fixed' graphs, which show a number of indicators relating to the current year:

  1. sales breakdown, broken down by:
    1. Expected turnover (total applications with status 'Initial' and 'Offered'; application date in current year)
    2. To be invoiced (total requests with status 'Order' and financial status 'To be invoiced'; order date in current year)
    3. Invoiced (total requests with status 'Order' and financial status 'Invoiced'; order date in current year)
  2. Top 5 customers (total requests with status 'Order'; order date in current year)
  3. Course dates per quarter:
    1. The number of courses with at least 1 component in the relevant quarter
    2. The number of course units in the relevant quarter
    3. The number of participants of the course units in the relevant quarter
  4. Course dates per month:
    1. The number of participants of the course units in that month.
    2. The number of course hours of all participants of the course units in the relevant quarter

The Reports!
The reports give substantive key figures to the inserts:

  1. Course
  2. Customer
  3. Period
  4. Course definition of Operational
  5. Course definition Financial

You can start a report by selecting it from the dropdown list at the top of the page. If you start a report, the search screen will open. Depending on the report you have different search options. By clicking on the 'Search' button the data will be displayed, based on the indicated filter criteria and the desired view..

Display: List
If the List view is selected, the key figures are shown in columns. The desired columns can be set via the 'wheel' at the bottom left of the list. All columns can be sorted by clicking on the column name.
Any questions?

If you have any questions, please contact our support department at 088-4488555, or send an e-mail to support@coachview.net.


Roadmap.
Description
Start
Courses report.
Report totalled by course.
Report customers.
Report totalled to customer.
Report Period.
Report totalled by period (being a combination of month and year).
Report course definition Operational.
Report totalized by course definition with attendance %, success %, participation hours etc. 
Course definition report Financial.
Report totalized by course definition with a.o. turnover, costs and return.