DASHBOARD

The Caselle Dashboard is an intuitive web-based application that provides administrators, department managers, board members, and others access to the information they need to make informed decisions. This easy-to-use tool was built from hundreds of suggestions from our current users.

The Caselle Dashboard is an intuitive web-based application that provides administrators, department managers, board members, and other access to the information they need to make informed decisions. Easily view your financial status at a glance and modify your strategies based on current information.

Capable

  • Drill-down to the source document
  • Use comprehensive security with role-based privileges
  • Monitor account balances, budgets, employee leave time, overtime, cost per employee, invoices, etc.

 

Efficient

  • Intuitive and easy to learn
  • Capable of downloading reports to Excel or PDF
  • Real-time access to "live" data

 

Flexible

  • Allow unlimited users
  • Restrict access to account numbers, invoices, and employees
  • Save a rich collection of data visuals (charts, graphs, etc.)

 

Powerful

  • Navigate screens easily
  • Use Intranet and virtual private network support
  • Track cash and investment activity
  • Track net income (loss) by fund
  • Analyze overtime
  • Generate watch lists
  • Monitor leave balances
  • Create budget-to-actual graphs and reports
  • Compare projected balances to budget
  • Forecast account balances at year-end
  • Simplify data to monitor key financial events