TalisWare Ratio - Main Screen

After logging on to TalisWare Ratio, the main screen is displayed, showing a list of account managers on the left-side. When you double-click on an account manager, the clients associated with the account manager are displayed on the right. Functionality available on the screen include:

• one or more account managers or clients can be selected for reporting and analysis
• all columns can be sorted by double-clicking on the column header
• retired clients for an account manager are grouped in the their section
• customization of columns is available
• different kinds of account managers, for example, special or a market managercan be set up
• managers (account or special) can be associated with clients in one or more regions
• clients with the same single name can be grouped in their own section
• the account manager and client list windows can be resized by the user
• all column can be resized by the user

1. View Client spreadsheet
2. View all requirements (formulas and reports) for the current client
3. Add a new requirement to the current client
4. View all Master Requirements
5. Create a new Master Requirement
6. Account Managers have primary responsibility for client monitoring
7. Special Managers monitor specialized clientele such as industry sectors. For example, all mining clients for all regions.
8. All clients for the current region
9. One or more clients grouped under one name, called a 'Family' in Ratio

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