Handy Financial Snapshot of Your Trucking Business
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 Accounts Receivable and Accounts Payable Reports, or the Order Master Report.
Axon’s Executive Briefing makes it easy for you to obtain the information you need.
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
It helps a lot because it’s immediate and everything is in there. You know from one day to the next what’s happening. One of our managers says the best part of Axon for him is the Executive Briefing. He loves it. He goes and checks it out every morning – makes sure we’re still making money.” – Nancy Shirley, Bert Baxter Transport Ltd
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.
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 Accounts Receivable. I have my sales there, and there are certain general ledger accounts that are important to us 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 – Bob Glownia, R. B. Humphries Inc.