SaaS Glossary - Essential Terms Defined

Project management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.

A private dashboard is a data dashboard that displays key performance indicators. It can display metrics for an overall performance and progress, or highlight particular problems that require further attention.

The tools used for prospecting are known as prospecting tools. Prospecting is the first step in the sales process, which consists of identifying potential customers, aka prospects.

A routine assessment of an employee's work performance and overall contribution to an organization is called a performance appraisal. A performance appraisal, also known as an annual review, performance review or evaluation, or employee appraisal, assesses an employee's abilities, accomplishments, and growth—or lack thereof.

Project accounting is a type of managerial accounting oriented toward the goals of project management and delivery. It involves tracking, reporting, and analyzing financial results and implications, and sometimes the creation of financial reports designed to track the financial progress of projects; the information generated by this analysis is used to aid project management. While project accounting was traditionally used for large construction, engineering, and government projects, it has now expanded into several other sectors. It is commonly used by government contractors, where the ability to account for costs by contract can be a requirement for interim payments. A specialized form of project accounting, production accounting, is used by production studios to track an individual movi...

Presentation tools are digital solutions that allow you to utilize graphics, text, audio, or video to present data or a file. These tools help you grasp the interest of your audience.

Project billing is the ability to quickly generate invoices based on project details and design billing schedules meeting your customer demands is the final piece in maximizing the profitability of your projects.

The Permission Management allows you to grant/revoke permission on the files, folders, and registry for the users.

A Posting Schedule is a feature wherein you can add certain time slots for the day on when you'd like your content to be scheduled.

Progressive dialing is a ‘middle ground’ solution that falls somewhere between manual dialing and more sophisticated predictive dialer solutions. A progressive dialer, like a predictive dialer, is used to eliminate the need for agents to manually dial customer phone numbers when making outbound calls. Customer support, distribution, telemarketing, collections, and any other area that involves making outbound calls from a list but does not want to burden their call center agents with the actual dialing use progressive dialers.