Daily Executive Tasks

Estimated read time: 5 mins

EOD - The EOD module is great for keeping a daily pulse on how your offices are performing.

  • View how each of your offices performed each day and how they are trending to goal in a concise report.
  • Summarizes the Daily and MTD Performance of individual locations by displaying performance metrics and transaction details.
  • Forecast office performance by viewing booked production for this week, next week and next month.
  • Customize your EOD by selecting key metrics in Configuration > EOD Settings.
  • Ability to have EOD report email automated in Configuration > Email Settings for most practice management systems.

Snapshot - The Snapshot Module allows you to create a customized operations report configured to suit your organization’s needs.

  • There are over 80 Metrics to choose from ranging from production, visits, A/R, goals, and KPIs.
  • Ability to sort your offices to identify your Top 20%, Mid Tier, and Bottom 20% for that particular metric.
  • Allows you to filter your view for one location or to compare regions, brands, or your entire organization.