Display the Table of Contents
: : Monitoring Customer Impact
Viewing the Sales Dashboard
- From a customer/prospect record sheet, click on the Sales dashboard tab. The customer/prospect sales information (address, contact, events, business object) is displayed.
- Double click on the lines that you want to see the details.
- The Address section retrieves the data from the General information section of the General tab.
- The Memos section retrieves the data from the Memos section under the General tab.
- The Contacts section retrieves the data from the General tab.
- The Event section is a summary table about the events linked to the customer or prospect.
- The Sales chain and Purchases chain sections allow you to view information about the Sales and Purchases modules. Note that the sales signed objects do not display in the table.
Viewing the Customer Accounting Dashboard
From a customer/prospect record sheet, go to Edit > Dashboard > select one of the following options:
- Outstanding customer amounts: displays all the customer project's business objects in progress.
- Accounting position: list of sales invoices and payments.
- backlog monitoring: displays a summary table about the contacts and the customer invoices. This function is also available from a invoice.
These functions are not related to the prospects.
Monitoring the Activity Schedule Linked to the Customer
- From a customer record sheet, go to Edit > Linked accounting vouchers > Graphic schedule.
- Select the schedule you want to view:
- Graphic schedule
- Expense schedule
- Analysis of time spent
Viewing the Customer Profitability Chart
- From a customer record sheet, go to Edit > Charts. Several charts are available:
- Customer projects profitability indicator per year and amount.
- Payment terms for customer payments: displays the number of customers/prospects payments per period to know the time left before the payments.
- Billing by article family: displays the billed amount of article families per year.
- Global billing by article family: displays the proportion of each article family invoiced in comparison to the invoiced total amount per year.
- Billing by article sub-family: displays the invoiced amount of article sub-families.
- Global billing by article sub-family: displays the part of each article sub-family invoiced in comparison to the invoiced total amount per year.
- To get chart's details, select the chart that you want with the cursor.
- To make a screen shot of the cart, right click on it and select Save. A PNG image is available.
Display the Table of Contents