SCANOR Operations Dashboard
Directors' view
Operations dashboard.
Xero snapshot
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Money · Xero ·
Scanor Pty Ltd
October.
Month to date.
Month
Financial year
Overdue invoices.
Xero aged receivables
by due date
Bills due.
Xero aged payables
Invoicing by month.
FY27
FY26
Invoicing by service.
FYTD, ex GST
This year to date
Same point last year
Sales · Formitize CRM · Actions · PocketAi
Sales.
Example pipeline.
Stage names and order are your Formitize ones. Counts, values and owners are sample data until Formitize CRM is connected.
Pipeline by stage.
By responsible person.
Jobs in pipeline
Meeting actions.
Field · Formitize jobs · Trackpro mileage · month to date
Field.
Example job figures.
Jobs will come from Formitize, grouped by job type, and show sample data until connected. Mileage is real Trackpro data.
Jobs completed.
Completed of logged
Vehicle mileage.
In approved window
Outside window