DIGIT Pro · Across departments
Management dashboards that start with a question and end at the document
The DIGIT Pro executive command center: liquidity, exceptions, close and approvals, and how a management board differs from a workspace and a report, shown with real screens.
A real DIGIT Pro screen · demo company data
Three layers: management, operations, reports
A management board is neither a report nor a workspace. Each layer has its audience and job, and moving between them keeps the company and period.
- 01
Management board
- For
- General manager and CFO
- The decision they serve
- Read the position and decide.
The 7/30/90-day cash forecast, with actuals apart from projections.
Open - 02
Workspace
- For
- Accountant, buyer and warehouse lead
- The decision they serve
- Do the daily work and clear exceptions.
The collections workspace: overdue and net collectible per customer.
Accounting & Finance - 03
Report
- For
- Controller and auditor
- The decision they serve
- Prove, detail and export.
The financial statements with the same filters, from the statement designer.
Report Center
Command center
The executive command center
The CFO boards start with cash and banks, receivables and close, and every card states where its figure comes from.
- 01CFO boardsCash, receivables, close and performance in successive boards.
- 027/30/90-day cash forecastActuals from the ledger kept apart from scheduled and scenario.
- 03Definition and source on every cardRecord count, period and a “definition and source” link.
- 04Close readinessClose steps with their state before period end.
Native reports in this workspace
- Cash Flow
- Accounts Receivable Summary
- Profit and Loss Statement
Exceptions
What needs your attention now
What needs attention does not wait for a report: sidebar badges, the “My Work” counter and the approvals inbox all lead to the document itself.
- 01Sidebar badgesThe exception count next to each workspace.
- 02Exceptions and risk boardSignals gathered for management, with their source.
- 03“My Work” counterWhat is waiting for you specifically.
- 04Unified approvals inboxEverything awaiting your approval across departments in one list.
Commercial and operational monitoring
From the command center to each department: the same indicator appears in the workspace that handles it.
Selling: quotes by stage and conversion.
SellingPurchasing: open commitments and late orders.
PurchasingInventory: the operations board for each warehouse.
Inventory & WarehousesFixed assets: posted versus due for each book.
Fixed AssetsBilling: delivered but not billed, by age.
SellingOn mobile: warehouse indicators for its lead.
Inventory & Warehouses
Indicators with a definition and a source
An indicator without a definition is a number to argue about, not to decide on. Here is the status of each group of indicators as recorded in the latest system check.
Available now
Complete and verified, shown on a real screen.
- Every card with its definition and sourceAvailable now on the management boards.
- Restricted-scope warningShown when your permission does not cover all the data.
In acceptance testing
Built, and going through acceptance testing before release to customers.
- Six indicators for each workspaceIndicators built for the twenty workspaces, now going through acceptance testing for each role before release.
- Personal saved dashboardsBuilt, awaiting save testing before release.
- Approvals and “My Work” on the executive homeBoth are available in the menu today; bringing them onto the executive home is being completed.
Defined at set-up
Depends on your company’s policy or an external service, and is agreed in the set-up scope.
- Group consolidationDefined with the group’s accounting policy during set-up.
See it on a demo company
Request a walkthrough of the dashboards
We show you the management boards on a demo company, then agree which indicators your management needs first.
DIGIT · Executive Dashboards