Executive Briefing

Handy Financial Snapshot

An troubled economic times, it’s more important than ever to keep a close eye on your company’s financial situation.

Axon’s Executive Briefing makes it easy for you to obtain the information you need.

Financial Overview

At a glance, you can see:

Net Profit/Loss YTD

Net Profit/Loss Month-To-Date

Outstanding Payables and Receivables broken down by aging periods (e.g. Current, over 30 days)

Outstanding Orders – number and revenue broken down by status (e.g. Completed, Overdue)

Account Balances (with actual figures for the current and previous months as well as a line graph documenting the highs and lows of the past 12 months

Current and Customizable

The Executive Briefing is customizable. You choose the items and accounts that you want to be able to review at a glance so that you have the information you need to manage your company effectively.

The Executive Briefing is automatically updated once a day, and you can update it manually at any time. As the Executive Briefing is completely integrated with the dispatching and accounting information, you can have access to the most recent information – payments received in the morning’s mail or new Orders placed a minute ago.

More Detailed Information

The Executive Briefing provides a summary of your company’s financial situation to help you pinpoint problem areas or unexpected results. Once you have this information, you can dig deeper to obtain more detailed information using Axon reports – the Income Statement, the Receivable and Payable Reports, or the Order Master Report.

Trucking Company Executive Briefing Screenshot

Bob Glownia G.M. of R.B. Humphreys Inc. talks about Axons' Executive Briefing screen
“The Executive Briefing is a great tool. I run it probably two or three times a day because I’m always looking at the cash balance to see if we’ve written checks and where we stand on receipts and accounts receivable. I have my sales there, and there are certain general ledger accounts that are important to use and it’s easier to use it right there than trying to print a trial balance or look up an account activity. So it is a very beneficial tool.” (read more)