At-a-Glance Analytics

09/05/17 | 11:00AM | Posted by TEAM Software

CATEGORIES: News, Solutions

Insights DashboardUnlock the power of WinTeam data with TEAM Software’s new insights dashboard.


Complicated spreadsheets. Countless hours analyzing numbers and data points. Information that’s outdated the minute you finish summarizing it. Sound familiar? As executives and managers, it’s your job to understand how your business is doing at any point in time. And, since there are hundreds of moving parts that impact your company’s performance, it’s hard to keep it all straight and be proactive.


Enter the business dashboard. Simple in concept, a dashboard takes information and displays it visually in easy-to-read charts, graphs and key performance indicators (KPIs), all in real or near real-time. These metrics can help you make smarter decisions that impact your bottom line.

TEAM’s CEO and President John Leiferman recalls how the insights dashboard took shape: “During my first year at TEAM, I found that our customers really appreciated the integrated information captured in WinTeam. However, combining that information quickly to make informed decisions proved to be somewhat difficult. As a result, we put an emphasis on finding a way to unlock the power and value of the underlying data in WinTeam and focused our efforts to create a visualization tool to pair with WinTeam.”

So, out of that focused effort, TEAM created its own version of that concept — the insights dashboard. This new reporting and analytics solution delivers powerful out-of-the-box functionality, industry-specific metrics and a clearer picture of how your business is performing.

“Our goal was to understand how people interact with data every day. We wanted to lay a foundation that provides an experience users are already familiar with — like their personal fitness or finance data — but instead for business data. And this is just the start,” said TEAM Product Owner Travis Graham. “The dashboard will evolve as we gather feedback from TEAM clients and continue to challenge how we use and view standard business metrics.”


Once TEAM clients have access to the insights dashboard there’s no crazy, complicated configurations necessary to start using it. Just log on and start reviewing your metrics. The charts and graphs are organized into tabs that highlight key metrics relating to financial, operations and even customer information, all based on your data from WinTeam, TEAM’s core financial, operations and workforce management solution.


Industry Specific
TEAM has deep roots in the building service and security contracting industries. We’ve been serving these industries for nearly 30 years, and that industry knowledge is what sets our software apart. And, that industry expertise is at the core of the dashboard metrics. We put the metrics you’re looking for front and center — overtime, revenue margins, deficiencies, outstanding receivables and more.


Clearer Picture
Most companies choose an integrated software system for one reason — to leverage shared data across the organization efficiently and effectively. TEAM’s solutions are part of an industry-specific enterprise resource planning (ERP) system that enables you to focus on operational efficiency and budgets down to the job level. And now with the insights dashboard, it’s even easier for decision-makers to leverage the extensive data housed in drive smarter decisions, without spending hours to analyze it.


The insights dashboard available to all TEAM SaaS clients and there’s no additional cost. If you’re interested in access to the dashboard, contact your account manager. In the meantime, you can learn how Bob, Gary and Sally leverage the new dashboard.



TEAM Clients: If you want access to the TEAM’s new insights dashboard, contact your account manager.