Excelsus IQ

Main Menu

Section

Overview

Start from the dashboard or jump straight into the most common create flows.

Section

Customers

Keep accounts, contacts, and customer records easy to reach without stretching the menu.

Section

Sales / Quotes

Quote intake, estimating, product templates, and CRM work stay together.

Section

Orders / Production

Orders, scheduling, time capture, quality, and shop-floor control stay together in one operational section.

Section

Purchasing / Inventory

Material demand, purchase orders, receiving, and inventory controls.

Section

Finance / Reports

Analytics and accounting views are split into short groups so the list does not turn into one long column.

Section

Settings

Administrative setup is grouped by company, shop controls, and system tools so it stays discoverable.

Workspace

Operations Dashboard

Quick Start

New Customer New Quote New Order New Purchase Order

Accounts

Customer List New Customer

Quoting

Quotes Quote Intake Request Intake Review Queue New Quote Product Catalog

CRM

CRM Dashboard Accounts Contacts Activities Follow-Ups Pipeline Quote Requests Rep Scorecard

Orders

Orders New Order

Scheduling

Production Board Workstation Calendar Resource Queues Production Meeting My Tasks Order Pull

Time Tracking

Tracking Dashboard My Time Time Reports Estimated vs Actual

Quality

NCRs

Purchasing

Purchase Orders Receiving New Purchase Order Material Requirements

Inventory

Inventory Dashboard Material Stock Stock Alerts Alerts

Analytics

Reports Center Standard Reports Report Builder Dashboards Invoice Reports Accounting Reports

Accounting

Accounting Dashboard Financials A/R Aging Revenue Job Profitability Commissions Cash Score

Workspace

Settings Home Manual Home Modules

Company

Company Info Team Members

Shop Controls

Catalog Settings Shop Hours Schedule Settings Tax Rates

Sandbox Administrator

Owner

Excelsus Solutions

Appearance

Cash Score refreshed.

Financial Intelligence

ACTION MODE - Light Week Playbook triggered

Are we in control this week?

Not yet

Refresh Settings

Accelerate cash - view pullable orders ->

Cash Coverage

Manual

0.00 weeks

10 / 40 points

>=2.0 weeks earns 40 points

AR Conversion

Auto

5 / 25 points

80/50/25 weighted by AR age bucket

WIP Velocity

Auto

5 / 20 points

Next 5 business days of schedulable WIP

Shipping / Payroll

Auto

0.00x

3 / 15 points

Invoices this week divided by weekly payroll

Action Focus

Light Week Playbook: freeze all non-critical spend, daily AR call blitz, pull every eligible job forward, defer payables where possible, communicate with bank/LOC if needed.

Labor Strategy

Stop OT entirely. Send home idle labor or reassign. Pause backfill on open positions.

12 Week Score History

Notifications