An Ms Access Crm Template Dashboard For Small Organizations

By Author: Eric Cote
Total Articles: 1
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It's nice to manage your organization data in a proper way using Microsoft Access but it's even more important to display those information's that you've gathered in a useful manner.
That's where the "Dashboard" concept comes in.
But first of all: What is a Dashboard ?
A dashboard is a tool to present business data in a clear and concise manner so that managers can quickly assess the health of the company and then apply the necessary corrections.
Secondly:
It's better to have fewer but useful indicators then to be overwhelms with all sorts of parameters that makes little or no sense for a small business owner.
But above all your data should be display in a historical perspectives in order to answer this critical question: How is my company doing today ?

Being able to easily read current status and historical trends of an organization's key performance indicators enable instantaneous and informed decisions to be made at a glance. The possibility to drill down from a graphical dashboard into low level data is even more important to reach the true power of this concept. Too often smaller ...
... organizations underestimate the value of this ability to look at their business through a graphically enhanced dashboard.
Here are some examples of the kind of information you could easily extract:
* Which customers generated the most sales last year ?
* Trend of the purchase orders amount globally or by supplier.
* How many new customers did we had last year compare to previous years ?...
Often in a small business, there are no administrators who will run reports so it's the owner who have to keep a daily health check of his business. So having a simple dashboard where you only have to select a period is a major plus. He the can then drill down to retrieve more specifics information's.

MS Access CRM Template ( http://www.access-template.com/Customer_template.html ) include a handy dashboard to monitor your key performance indicators.