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Dashboard 'Invoice Margins (8010)': general explanation

Quickly gain insight into sales results? With the standard dashboard 'Invoice Margins' you quickly have an overview of the invoice margins, both per debtor and per sales group.

 

 

Target Audience

 

  • Controllers
  • Sellers

 

Please note!
This dashboard is used with a financial setup Basic. Revenue is then not posted via an intermediate account. This dashboard does not provide reconciliations on sub-ledgers. If you have a Basic+ or Customer-specific setup, please use the standard dashboard Sales Analysis Financial. That dashboard provides reconciliations on the sub-ledgers 'Revenue', 'Installments', 'Invoiced in Advance (intermediate account)', and 'Cost Price'. You can read more about the financial setup of MKG here.

 

 

Where in MKG?

 

  1. Open the module Sales Dashboards.
  2. If the dashboard is not displayed immediately: click the hamburger icon
    in the top right toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views button
    and select Invoice Margins (8010).

 

Parameters

 

  • Date from: the date from which the dashboard shows data.
  • Date uuntil: the date up to and including which the dashboard shows data.
  • Show manual invoices: yes/no

 

Details

 

  • If manual invoices are included in the dashboard, the values are by default filled with 0, since these do not have revenue with cost price and a cost price.

 

Add to 'My Dashboards'?
Do you use this dashboard regularly? Add it to My Dashboards and make this module available from the MKG Homepage. This way you create your own cockpit from the data in your database. How to add dashboards can be read in How to set up 'My Dashboards'.

 

 

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