Tracking Cards

If you tag your transactions by job, region, department, sales person etc, you can get insights in Futrli beautifully

Written by Hannah Dawson

If you are maximising the power of your accounts package with tracking/department etc information, you want to be able to drill into it and assess performance. Otherwise, why would you have gone to the trouble!

Traditionally your accounts packages display this information poorly – but you are in the right place.

We use tracking for our sales team and give them a dashboard each so that they can track their own performance. The configuration on the back of the Card is identical to Report Cards, however, you have, on the Settings tab, the option to select/deselect your tracking options.

You can also create forecasts for tracking options too – it’s everything you need in one place!

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