MKG logo
Login

Dashboards: Accounts Receivable Revenue for the Past 3 Years

In de versie In de versie


Objective

Gain insight into the revenue per debtor with trends over the past 3 years.



Process Improvement

  19 Budget Monitoring
- By comparing revenue with the set budgets per debtor, it can be made clear to what extent these goals are achieved.

  43 Customer Evaluation
- This dashboard can provide insight into how the revenue is composed by the customers.

  Procesverbeterkaarten  


For Whom?

Sellers and Account Managers


Where to Find in MKG

1. Open the System module in the menu, select My Dashboards (or via the search bar at the top right in MKG).
2. Click the plus and select Document ‘My Company’ and dashboard Accounts Receivable over Years (8016).
3. The dashboard is now added as a favorite under the heading My Company.
4. Select the dashboard Accounts Receivable over Years, click refresh at the top right Verversen.


How Does It Work?

The Accounts Receivable over Years dashboard shows the realized revenue based on the current fiscal year, in conjunction with the revenues of the three previous fiscal years. Additionally, the current fiscal year is compared with the set budgets per debtor.
Besides the first tab (Revenue Analysis), there are two more tabs (Pareto Analysis and Detail Analysis). These two tabs provide further insights into the data from the first tab.

Dashboards: Debiteurenomzet afgelopen 3 jaar
refreshdebtorfiscal yearfavoriterevenuepareto analysis