Milestone Insights
Your Business. Clearly Understood.
Insights reads every module of Milestone and turns live records into dashboards, scheduled MIS and exception alerts. Management moves from reviewing last month to acting on today.
From data to decision
How Transactions Become Decisions
Insights adds no separate data entry. It reads what your teams already record in Milestone ERP and CRM.
- TransactionsERP and CRM records, as work happens
- Business rulesYour thresholds, hierarchies and periods
- DashboardsBy role, from summary to document
- Alerts and MISExceptions to the owner; reports on schedule
- DecisionsActions followed up until they close
The executive command center
The Executive Command Center for Your Business
Seven perspectives, each built around the questions its owner asks. Charts on this page use illustrative data.
Questions this view answers
- Is the order book growing with margin?
- Where is cash tied up?
- What needs attention today?
Highlighted in copper: the item that needs action. Hover a bar to see its label.
Order intake by month
Needs attention
- Two projects below target marginExcess material at site
- Receivables over 90 days risingThree customers account for most of it
- Dispatch backlog clearedNo orders past due date
Questions this view answers
- Which receivables and retention are overdue?
- What falls due this week?
- Why did margin move?
Highlighted in copper: the item that needs action. Hover a bar to see its label.
Receivables by age
Needs attention
- Retention due for release on two projectsCertificates received
- Supplier payments due FridayMatched to receipts
Questions this view answers
- Which orders await dispatch?
- Where is customer exposure concentrated?
- Which dispatches are unbilled?
Highlighted in copper: the item that needs action. Hover a bar to see its label.
Orders awaiting dispatch, by age
Needs attention
- Orders past their promised dateWaiting on material
- Delivered, not yet invoicedListed for billing
Questions this view answers
- Which purchase orders are late?
- Where are rates rising?
- Which requisitions are waiting?
Highlighted in copper: the item that needs action. Hover a bar to see its label.
Overdue purchase orders by vendor
Needs attention
- One vendor holds most overdue linesEscalate before the plan slips
- Rate above last purchaseTwo items this week
Questions this view answers
- Where is stock ageing?
- Which items are short against demand?
- What is in transit?
Highlighted in copper: the item that needs action. Hover a bar to see its label.
Stock value by age
Needs attention
- Slow-moving stock in two locationsNo demand in six months
- Transfers in transit over a weekFollow up with the receiving store
Questions this view answers
- Which jobs are stuck in WIP?
- Where is rejection rising?
- What did each product cost?
Highlighted in copper: the item that needs action. Hover a bar to see its label.
Work in progress by stage
Needs attention
- Assembly is the current bottleneckWIP building up for a week
- Rejection up at machiningOne product, one reason
Questions this view answers
- Which opportunities have stalled?
- Which follow-ups are overdue?
- Why are deals lost?
Highlighted in copper: the item that needs action. Hover a bar to see its label.
Pipeline by stage
Needs attention
- Quotations with no follow-up in ten daysOwners notified
- Lost to price on two dealsReview the rate basis
From summary to source
Every Number Opens to the Document Behind It
A copper tile is a question. Two clicks later you are looking at the invoice, the order or the work order that answers it.
- DashboardA tile turns copperReceivables over 90 days are rising
- ListThe items behind itCustomers and invoices, oldest first
- DocumentThe source recordThe invoice, its dispatch and its follow-up
Delivered as
Three Ways Insights Reaches Management
Dashboards
By role, from the business summary down to the document.
Scheduled MIS
Reports sent to the right inboxes on the schedule you set.
Exception alerts
Sent to the owner when a threshold you define is crossed.
See Insights With Your Own Data
Tell us the five questions you ask every Monday. We will show where each answer comes from in Milestone.