DoliPlus Management Tools Statistics and Dashboards Module 3.31 DoliPlus Training

Training Objective

Understand the role of management software in an organisation’s operations.
Learn how to configure DoliPlus according to your needs.
Use the software’s common functions.

Prerequisites

No prior knowledge required.

Target Audience

Open to all.

Teaching Method

Active learning based on addressing participants’ specific challenges.
Theoretical concepts linked to participants’ experience.
Practical examples and case studies help trainees master the software’s usage methods.
Resources: video projection. Computer provided for each participant.

Duration

7 hours.

Training Outline – DoliPlus Management Tools – Statistics and Dashboards

Outline

Primary data sources

• Quotes: delivery date, success probability
• Customer orders: delivery date
• Purchase orders: delivery date
• Sales invoices
• Purchase invoices
• Products and services
• Stock levels
• Salaries and payroll charges
• Invoice payments (sales and purchases)

Locating statistical reports

• Homepage
• Sales menu
• Products/Services menu
• Customer/Supplier tab
• Statistics menu

Management tools

• Action summaries
• Meeting summaries
• Report summaries

Dashboards

• Entering qualitative or quantitative targets
• Reading standard dashboards

Cash flow management

• Basic forecasts
• Calculated forecasts
• Reading management reports

Assessment

Quiz.

Summary and Q&A

Summary, questions and final training debrief.