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Management Reporting

The following aspects are covered in training for the Management Reporting Module:

Management

  • Project Estimated Profit/Loss
  • Set Work-In Targets
  • Month End Income Statement
  • Quote Productivity Reports
  • Individual Quote Productivity
  • Sales & Job Advanced Reporting
  • Insurance Company Reports
  • Assessor Reporting

BEE & Training

  • Keeps track of employees and the training Courses completed and amount spent
  • Management & Dept. levels
  • Entered as required by BEE
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