Excel based Templates
Designed to work with Microsoft Excel for both PC and MAC. Windows XP and 7: Office 2003, 2007 and 2010. Mac OS X: Office 2011.
Dashboard
Topline summary of clients and projects being managed. Allows you to view up to 27 data fields per contact-project although a good starting number can be as few as 8. Quickly change the content viewed as needed.
Portfolio management can be conducted by utilizing 8 user defined fields to track what you feel are the most important business drivers: ROI, Technical Feasibility, Factory Capacity, etc …
Settings
Provides the ability to easily customize the tool to fit your specific business needs and terminology. Create Priority Codes (A,B,C), Define Status Codes (Action Item, Meeting …), Categorize your Contacts (Active Client, Past Client, Prospect …), Multiple User Defined Dashboard Fields (for portfolio management and/or to track other client information), Color Code Dates creating visual follow up notifications.
Insert/Delete Contact Sheets
Insert new contact information from the Dashboard page. Selecting the new contact button brings up a blank contact sheet, including the multiple user defined fields established on the Settings page. Ability to duplicate an existing contact for clients with multiple projects.
Insert Notes
Client contact sheets, allow you to insert notes capturing the minutes and multiple action items of each client-project meeting. The most recent note entered appears on the Dashboard page; if selected as one of the columns to be displayed.
Choose Columns
Choosing the ”Columns to Display” button on the Dashboard page allows you to select the columns you wish to see and change the choices at any point to create the view you need.
