Permissions for financial and non-financial data
Do you want your administrators to have access to every organisation you add? Do you want your users to only be able to see only the Income and Cost of Sales account categories as that’s their area of responsibility? Do you want to let one of your team have responsibility for uploading non-financial data, but others only to have read-only access? No problem!
And used in practice!
Mojo, a 20yr establish chain of bars tripled their profits in the year since using CrunchBoards.
They have Boards set up for each of their managers, with the financial data that is pertinent to them (turning off permissions for all accounts that are not relevant e.g. Balance sheet accounts) and giving them access to upload and view non-financial data.
There are separate Boards for each manager with the data for their own sites and which form the basis of their management meetings. The owner of Mojo has a consolidated view of the performance of all 3 bars on his Boards, which he can access on-the go on his smartphone or IPad and forms the basis of conversation with his adviser.
Data flows seamlessly through and the team work towards the targets and budgets that have been set. The resultant tripling of profits is staggering, but something that any business owner can achieve if they have insights at their fingertips.
“The team absolutely love the visuals. Now, they make an impact. It helps them understand it which makes their lives easier and their performance better. But, you can’t just stare at the numbers you have to focus on what you can do to change them, CrunchBoards brings that message home. We strive for quality service and standards to drive better turnover and now there’s always one eye on our margins and profit.” - Martin Greenhow, Mojo