Omono

Read the sales and output rings, the 30-day history charts and the task counters on the Omono dashboard, and see how targets are worked out.

The dashboard

How to find, run, filter and export a report, what to do when one fails, and a one-line guide to every report in the catalogue.

Reports

Every filter and column on the Sales Timeline, Sales Analysis, Sales Person Performance, Sales Line Items, Sales Commission and Product Margins reports.

Sales reports

Every filter, column and figure on the Quote Timeline, Quote Conversion, Quote Conversion Forecast and Quote Line Items reports.

Quote reports

Every filter and column on the Customer Directory, Customer Spend Analysis, New Customers and Contacts reports.

Customer reports

Every filter and column on the Output Timeline, Proforma Payment Status, Cash Forecast and ONS Survey Data reports.

Output and accounts reports

Every filter and column on the Purchasing Timeline, Purchase Line Items, Deliveries, Outstanding Purchase Order Invoices, Purchase Price Inflation, Supplier Directory, Supplier Performance and Supplier Quality Management reports.

Purchasing reports

Every filter and column on the Stock Valuation, Stock Movement, Stock Sold, Stock Demand, Reorder Suggestions and COSHH Register reports, and how to raise purchase orders from Reorder Suggestions.

Stock reports

Chris Hearn

Reports & Dashboard

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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