Introducing the Executive Briefing Book

You have to see it to believe it! With the click of a button, you can now generate ONE comprehensive report, complete with month and year to date comparisons over the prior year for Orders, Project Quotes, Quick Quotes.
3_28_12_1The new executive Briefing Book, located in the Executive folder of Reports contains a concise view of executive level reporting that is key to running your agency.  The report includes month over month and year over year comparisons for:

  • Project Quotes
  • Quick Quotes
  • Orders Entered
  • Commission Invoices
  • Commission Received
  • and…

Employee activity reports and graphical representation in the form of bar charts, bubble charts and trends.

Don’t wait!  Go to Reports now, and click on your agency Briefing Book in the Executive Folder to see your agency’s report instantly!  Below is just a sample of what is in store…Principals you DO NOT want to miss this!  The book is very self explanatory but if you have questions contact Lisa.Sophy@acuitybrands.com

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