Dashboards: Sales Order Result

Objective

Gain insight into the result of a sales order per line.

Process Improvement

For Whom?

Sellers and account managers


Where to Find in MKG

1.	Go to the Sales Orders module in MKG and select the relevant sales order.
2.	Click the hamburger button at the top right in the sales order module > forms > dashboards.
3.	Click the view icon and select the dashboard sales order result (8001).
4.	Click refresh at the top right.

How Does It Work?

The "Sales Order Result" dashboard displays the realized revenue based on the selected sales order and compares it with the cost price recorded on the sales order. Per line, it shows whether the sales order has a cost price. This cost price arises when the sales invoice is posted.

The data in this dashboard is based on journal entries from the accounting system. This ensures alignment with the financial result. These journal entries can be found in the "details" tab within the dashboard.