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This flowchart example shows the lifecycle of an invoice in Microsoft Dynamics CRM. It was redesigned from the Wikimedia Commons file: Invoice lifecycle.svg. [commons.wikimedia.org/ wiki/ File:Invoice_ lifecycle.svg]
"Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors...
Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application which also supports extensive web services interfaces. Clients access Dynamics CRM either by using a Browser or by a thick client plug-in to Microsoft Outlook." [Microsoft Dynamics CRM. Wikipedia]
The process flowchart example "Invoice lifecycle" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Sales Flowcharts solution from the Marketing area of ConceptDraw Solution Park.
Lifecycle of an invoice in Microsoft Dynamics CRM
Lifecycle of an invoice in Microsoft Dynamics CRM , stop, single headed arrow, right arrow, semicircle arrow, sales orders, run, proforma invoice, products on sale, online order, merging arrows, invoice, information systems, empty shopping cart, direct mail, diagonal arrow, customer, man, man torso, accept,
"As a discipline, task management embraces several key activities. Various conceptual breakdowns exist, and these, at a high-level, always include creative, functional, project, performance and service activities.
Creative activities pertain to task creation. In context, these should allow for task planning, brainstorming, creation, elaboration, clarification, organization, reduction, targeting and preliminary prioritization.
Functional activities pertain to personnel, sales, quality or other management areas, for the ultimate purpose of ensuring production of final goods and services for delivery to customers. In context these should allow for planning, reporting, tracking, prioritizing, configuring, delegating, and managing of tasks.
Project activities pertain to planning and time and costs reporting. These can encompass multiple functional activities but are always greater and more purposeful than the sum of its parts. In context project activities should allow for project task breakdown, task allocation, inventory across projects, and concurrent access to task databases.
Service activities pertain to client and internal company services provision, including customer relationship management and knowledge management. In context these should allow for file attachment and links to tasks, document management, access rights management, inventory of client & employee records, orders & calls management, and annotating tasks.
Performance activities pertain to tracking performance and fulfillment of assigned tasks. In context these should allow for tracking by time, cost control, stakeholders and priority; charts, exportable reports, status updates, deadline adjustments, and activity logging.
Report activities pertain to the presentation of information regarding the other five activities listed, including graphical display." [Task management. Wikipedia]
The example "Project tasks dashboard" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Status Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park.
Project tasks dashboard
Project tasks dashboard, speedometer, gauge, shapes alert indicator, progress indicator, progress bar, 5-state alert,
This financila dashboard example was drawn on the base of the Enterprise dashboard from the Mecklenburg County Government website.
[charmeck.org/ mecklenburg/ county/ CountyManagersOffice/ OMB/ dashboards/ Pages/ Enterprise.aspx]
"In management information systems, a dashboard is "an easy to read, often single page, real-time user interface, showing a graphical presentation of the current status (snapshot) and historical trends of an organization’s key performance indicators to enable instantaneous and informed decisions to be made at a glance."
For example, a manufacturing dashboard may show key performance indicators related to productivity such as number of parts manufactured, or number of failed quality inspections per hour. Similarly, a human resources dashboard may show KPIs related to staff recruitment, retention and composition, for example number of open positions, or average days or cost per recruitment.
Types of dashboards.
Dashboard of Sustainability screen shot illustrating example dashboard layout.
Digital dashboards may be laid out to track the flows inherent in the business processes that they monitor. Graphically, users may see the high-level processes and then drill down into low level data. This level of detail is often buried deep within the corporate enterprise and otherwise unavailable to the senior executives.
Three main types of digital dashboard dominate the market today: stand alone software applications, web-browser based applications, and desktop applications also known as desktop widgets. The last are driven by a widget engine.
Specialized dashboards may track all corporate functions. Examples include human resources, recruiting, sales, operations, security, information technology, project management, customer relationship management and many more departmental dashboards.
Digital dashboard projects involve business units as the driver and the information technology department as the enabler. The success of digital dashboard projects often depends on the metrics that were chosen for monitoring. Key performance indicators, balanced scorecards, and sales performance figures are some of the content appropriate on business dashboards." [Dashboard (management information systems). Wikipedia]
The example "Enterprise dashboard" was created using the ConceptDraw PRO diagramming and vector drawing software extended with the Composition Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park.
Financial dashboard
Financial dashboard, two columns indicator, pie chart,
The vector stencils library "Meter indicators" contains 29 Live Objects: speedometer gauge, dial, bullet graph, slider and level meter visual indicators.
The Live Objects designed to display actual measures of performance metrics and KPIs from external data source files.
Some of them also display comparative measures, and colored zones of qualitative ranges with legend.
Use it to draw business performance dashboards using the ConceptDraw PRO diagramming and vector drawing software .
"Digital dashboards may be laid out to track the flows inherent in the business processes that they monitor. Graphically, users may see the high-level processes and then drill down into low level data. This level of detail is often buried deep within the corporate enterprise and otherwise unavailable to the senior executives. ...
Specialized dashboards may track all corporate functions. Examples include human resources, recruiting, sales, operations, security, information technology, project management, customer relationship management and many more departmental dashboards. ...
Like a car's dashboard (or control panel), a software dashboard provides decision makers with the input necessary to "drive" the business. Thus, a graphical user interface may be designed to display summaries, graphics (e.g., bar charts, pie charts, bullet graphs, "sparklines," etc.), and gauges (with colors similar to traffic lights) in a portal-like framework to highlight important information. ...
Digital dashboards allow managers to monitor the contribution of the various departments in their organization. To gauge exactly how well an organization is performing overall, digital dashboards allow you to capture and report specific data points from each department within the organization, thus providing a "snapshot" of performance." [Dashboard (management information systems). Wikipedia]
The example "Design elements - Meter indicators" is included in the Meter Dashboard solution from the area "What is a Dashboard" of ConceptDraw Solution Park.
Visual indicators
Visual indicators, speedometer, gauge, slider, level meter, dial, bullet,