About the Executive User Subscribed Applications

The Executive User profile is subscribed to two applications by default: Accounting and Customers. Each application has its own dashboard that provides access to information that is important to an organization's executive users.

Executive User's Accounting Application

The Executive user subscribes to the Orders, Payments, Organization, and Batches services by default in the Accounting application.

Note that a user can add or remove services as necessary using the Application Services dialog. (See Adding and Removing Services for details.)

The dashboard for the Accounting application includes the following elements from top to bottom:

• Revenue By Source: This pivot table displays the revenue generated from Orders grouped by Order Source.
• Sales Target: This is a list view of the current sales targets as of today's date. Note that this view is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).
• Cash Control Batches Over 90 Days: This is a list view that displays information about the Cash Control Batches deposited in the last 90 days. This view includes a hierarchy that displays related Cash Detail information for a particular batch control. Note that this view is collapsed by default but a user can expand and collapse dashboard parts as needed using the caption button (click the plus sign to expand and the minus sign to collapse).
• Annual Revenue (Last 3 Years): This is a chart view that displays the revenue generated in the last three years. Clicking on a section in the chart opens another chart view that displays revenue by quarter for a particular year.