Management
Executives and general managers use the platform as a real-time control room across all business functions. They do not operate modules day-to-day — they monitor the aggregated outputs: revenue pipeline, financial health, operational KPIs, and strategic objective progress.
Key responsibilities:
- Monitor revenue pipeline: deal value, close probability, weighted forecast
- Track cash position, AR aging, and P&L vs. budget in real time
- Review OKR progress and cascade strategic objectives to departments
- Approve high-value contracts and purchase orders that exceed department limits
- Identify operational bottlenecks from cross-department reports and act
Primary modules: CRM Dashboard · Opportunities · Reports · OKR · Resource Workload · Account Balances · Billing · Capabilities overview
Tip
This section covers the CEO / General Manager role. For the full Management guide covering all four executive roles (CEO, COO / Operations Director, CFO / Finance Director, General Manager) with dashboards, reporting, OKR setup, and approval workflows — see the Management Department Guide.
| Role | Primary responsibility | Level |
|---|---|---|
| CEO / General Manager | KPI visibility, OKRs, large contract approval, cash position, internal communication | C-Suite |
[DataPulse] daily executive dashboard — revenue, pipeline, projects, tickets
[Goals] targets with automatic progress from CRM data
[OKR] quarterly strategic objectives with weekly check-ins
[Reports] drill-down per department when an indicator deviates
[Contracts] approval at high values via Workflow Automation