Revenue flow
Management
Process 04 · Management
Management
Process 04 · Management
The full revenue flow on one dashboard
Management brings together sales, collections and deeds by project and alerts you when a target drifts.
Key metric
Actual vs. forecast cash flow, by project
Process features
Dashboard, alerts and assistant for leadership
01
project targets tracking
Every project target against actuals: reservations, collections and deeds, with an alert when one drifts.
Optional: calls recorded and transcribed on every record
On target3
Torre Norte
Sales 104%
No action
No action
Parque Sur
Collections 98%
No action
No action
At risk2
Torre Norte
Deeds 82%
Review with Closings
Review with Closings
Altos del Río
Collections 88%
Review overdue
Review overdue
Off target1
Altos del Río
Sales 64%
Recovery plan
Recovery plan
Achieved5
Parque Sur
Break-even
Start construction
Start construction
Torre Norte
Phase 1 deeds
Closed
Closed
02
Carter assistant
Management asks about any project and Carter answers with figures from every process, with sources.
Licensed by the number of users on your team
Which project puts this quarter’s cash at risk?
Carter
Altos del Río: reservations are at 64% of target and collections at 88%. If not corrected in October, break-even slips by two months.
Source: Management dashboard · all processes
Console included
Includes your management console
Your team and the agents work in the same console. If you already use Sinco, Ingemax, Sico or Smart Home, we sync the data.
Project targets
Sales, collections and deeds
Cash flow
Actual vs. forecast
Alerts
When a target drifts
Configure the Management process
Choose whether to sync with your ERP and how many leadership users get the assistant.
Other processes in the flow
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