WebTrade Modules & Features - Enterprise Report
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Enterprise Report


This module is used to view reports related to the clients expenditure, brokers and salesperson productivity, area offices performance, and products status. This effective system of reporting enable head office or franchisor to monitor and maintain performance of other area offices/franchisees and all other critical sales, marketing and client data are analysed on a regular and timely basis.

The Sub-modules are:

  • Area Office Reports
    • Aged Receivables
    • Area Offices/Franchisees Commission
    • Area Office Trade Summary
    • Cash Received - Details
    • Cash Received - Summary
    • Client Trade Balances
    • Client Details
    • Client Trade Summary
    • Trade Currency Report

 
  • Brokers Reports
    • Aged Receivables
    • Broker Productivity
    • Cash Received
    • Members/Clients List
    • Members/Clients Trade Summary
    • Members/Clients in Credit (High Balances)
    • Members/Clients in Debit (Low Balances)
    • New Members/Clients assigned to Broker in any given period
    • To-date Trade Summary by Broker

 
  • Salespersons Reports
    • Aged Receivables
    • Cash Received
    • Closed Members/Clients List
    • Members/Clients List
    • Members/Clients Trade Summary
    • New Members/Clients by Salespersons
    • Salesperson Productivity
    • To-date Trade Summary by Salesperson
    • To-date Trade Summary by Broker
  • Members/Clients Reports
    • Members/Clients Balances like Trade and Cash Balance. Credit Line and available credit.
    • Members/Clients Not Assigned to Broker
    • New Members/Client Summary search by period
    • Print Mailing Labels for different locations and status
    • View and Print Members/Clients Directory with option on area offices. Nature of Business and period of joining
  • Products Related Reports
    • Active Members Without Product Listings
    • List of Published Products/Services of All Clients
    • Summary of Published Products/Services
  • Daily Transaction Journals by period
    • Authorized/Pending Transactions
    • Cash Adjustment
    • New Completed Transactions
    • Payments

 

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