Overview
Opto provides valuable insights directly to your inbox on a daily, weekly, and monthly basis, allowing you to stay informed, make quicker decisions, and take immediate action—without the need to manually check your ERP system for overdue orders, stock levels, or performance metrics.
1️. Daily Reports: to stay on Top of Urgent Tasks include
- Overdue Sales, Production and Purchase order Report
- Overdue Quote Alerts
- Keep track of this month’s Invoicing, Quoting, Order intake and Purchasing compared to previous months
Click here for a detailed documentation of the available daily reports:
Daily Opto Email Report
Daily Despatch & Purchase Due Reports
2️. Weekly Reports monitor Trends & Performance include
- Monitor your order backlog
- Identify potential upcoming capacity issues
- Keep track of internal sales performances
Click here for a detailed documentation of the available daily reports:
Weekly Opto Email Report
3️. Monthly Reports: Get the Big Picture
- Identify who your top clients are by profit and despatch value
- Realise who your worst customers are by profit
- Recognise who your top customers are based on sales change
- Oversee where you stand this month with Booking, Billings and Backlog
Click here for a detailed documentation of the available daily reports:
Monthly Opto Email Report
Did not find the report you are looking for in the list?
Let us know at [email protected] and we will help design a custom report for your unique needs.
Opto Software Pty Ltd Created: 07/02/25
