Management & Control
Visibility only helps when it leads to action. Bolisa connects your reports to the people responsible: who owns each file, how each team performs against its targets, and who can see and change what.
Choose from 79 predefined measures, such as on-time delivery, reopened reviews, payment turnaround and follow-ups completed on time. Assign them to teams in your organisation structure with targets, thresholds and weights. Each person sees their own scorecard; managers see their team’s.
Set a gross profit target for each month and follow progress on the dashboard. Profit counts once costs are reviewed and the work is invoiced, so the figure is one you can stand behind.
Define commission plans by service and customer type, with shares for the owning and handling salesperson and for invoices paid on time or late. Commission goes to whoever owned the customer when the invoice was paid.
Build your structure of teams and managers by dragging units and people into place. It drives scorecards, team views and responsibility.
Give access through permission groups and roles. Grant or remove a single permission for one person, with a reason and an end date. When someone leaves, their access stops on the day they go. Access is checked on the server, not only hidden in the screen.
ServesInformed DecisionsReliable Execution
Tell us about your operations and challenges. We’ll tailor the demonstration to show the workflows, controls, and insights relevant to you.
