Pinpoint
Flash Reporting
Powerful yet simple to use, Pi's Pinpoint module has been designed to make financial performance tracking easy. With just a few clicks you can accurately track your expenditure across your organisation; record sales revenue and view daily and accumulative GP% performance. Multiple reports can be created with the results presented in an easy-to-read graph, enabling you and your teams to compare different cost centres financial performance at a glance.
Click on images within this article for easier viewing.
Pinpoint Dashboard | |
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Dashboard Overview | |
 | Once reports have been generated, you will have the option to change your Graph mode. The default selection will show your Gross profit percent (GP%), but you can change this to view your Cash margin. |
 | If you need to create further reports, select the Add new report button. |
The easy-to-read graph will show the performance for each individual report (these are colour co-ordinated). This will also adjust based on the selected mode. Here, you can hover over the data points to view an overview summary for that specific report period. | |
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Underneath the graph you will see an overview summary for each report based on the current period. You can choose to Edit or Delete a report. Editing reports will allow you to enter target net revenues for the set periods; record sales and add any cost adjustments. When deleting a report you will be asked to confirm this action. Note: In order to delete reports you need to be a Pi SuperUser - contact your organisation's SuperUser, or the Pi Helpdesk to action this. | |
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Clicking Download will provide a summary overview of reports in an Excel format. | |
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