Case Study: Accounts and Gift Aid Management

The Illustration Dashboard to Generate Financial Years Report of Client

Company faced a lot of complications in preparing the financial report in MS Excel for their clients (charity organizations). Also, it was a difficult and time-consuming task to explain spreadsheet reports with multiple tabs to the client each time.

To ease this report and make the presentation very clear, the Illustration dashboard (Customised PHP form) was implemented in Bitrix24 CRM, which provides a comprehensible report of the last few financial years in a single PDF with a graph. The illustration report is utilized for internal use and also to increase sales.

An account and gift aid management company was facing difficulties in preparing client’s financial year reports, it was taking a lot of time for employees to prepare the excel report and was a little difficult to understand for clients as there were multiple tabs in the excel sheet, we implemented the Illustration dashboard to reduce the human effort and to make the report very clean and clear in a single PDF with graph. 

The company faced challenges with preparing a financial report for their clients and needed a solution to improve the quality of the report and minimize the employee’s efforts.

The implementation of the illustration dashboard and multiple report generation in PDF format reduced the human effort and made the report comprehensible and easy for the client to understand. Also, employees have the option to generate multiple types of reports for internal use and with graphs for the sales team to increase sales. The PDF consists of the client’s last few financial year data and a graph which was very useful for the client and the company both and it helped a lot to increase the sales.

As a Bitrix24 Gold Partner, we provided our expertise in all types of customization to help clients to improve their business, the illustration dashboard ensured the accuracy of calculation, generated PDF report has a nice presentation with graphs and is easy to understand, which helps the company to present the financial report in standard level and multiply the sales.

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March 27, 2023