We are pleased to announce the release of a new Executive Dashboard optional module for DesignSmart clients who also use QuickBooks. It provides owners, board members, upper management, and other interested parties, easy access to vital corporate financials and reports.

There are two parts to the dashboard. The upper 2/3s shows data that is pulled from QuickBooks and DesignSmart. The lower 1/3 is where the firm’s accounting staff can put the firm’s weekly, monthly, quarterly reports. Users can click on the report name to see the full report. And these users can be people who don’t normally access DesignSmart.

 

Like all of DesignSmart, the dashboard can be customized to meet your firm’s specific needs.

 

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