Reminder Cases

In most business scenarios such as sales, inventory, and inspection, in order to understand the business operation, it is necessary to produce daily, weekly, and monthly reports for different members to read.

You can send regular reminders with different time cycles and frequencies to remind your superiors and subordinates to check the dashboard data.

The setting of regular reminders can greatly improve work efficiency.

For details, see Functional details.

Manufacturing Industry

In order to refine production efficiency management, companies can make manufacturing efficiency reports by combining Dashboard with Data Factory.

Then the data can be automatically pushed to the corresponding leaders be setting reminders in the dashboard.

It can remind the leader of the gap between the target for the current month's manufacturing efficiency, so as to motivate the leader to continuously optimize the work towards the target and finally promote the effective improvement of manufacturing efficiency.

Retail Industry

In order to improve salesperson performance, the company can make performance management reports by combining Dashboard with Data Factory.

Then the data can be automatically pushed to all staff by setting reminders in the dashboard. This enables a daily reminder of salesperson's current performance, so they are kept informed.

Construction Industry

In order to accurately control the financial accounting, a decoration company set a reminder, which would be pushed seven days before the due date and the overdue reminder with Data Factory.

However, it is inevitable that some data are omitted. To achieve better data control, a reminder was set in the dashboard to automatically send reports to the finance department and managers every two weeks. This helped to achieve error-free accounting.

Education Industry

An elementary school needed to summarize student scores and send it to the information management system before 5 PM.

Through the reminders set in the dashboard, teachers can upload information timely.

Weekly Meeting/Cafeteria Menu

1. A company holds weekly meetings at 13:00 every week and members mainly discuss and analyzes core financial data at the weekly meeting.

The dashboard can be used to remind members of the weekly meeting at regular intervals and ensure access of reports at the same time.

2. An industrial company uses the dashboard to automatically push canteen menus.

Consultation

If you have any questions or confusion regarding dashboard reminders, please reach out to us at hello@jodoo.com.