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Homepage dashboard 'Quote Value (8012)': general explanation

The homepage dashboard 'Quote Value' displays the administrative quote value based on sales quotes within a specific time frame.

 

 

Target audience

  • Sellers

 

Where in MKG?

  1. Open the Sales Dashboards module.
  2. If the dashboard is not displayed immediately: Click the hamburger
    at the top right of the toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views
    button and select SP – Quote Value (8012).

 

Parameters

  • This dashboard contains no parameters.

 

Special notes

  • This dashboard is specially developed for display on the MKG Homepage.
  • The administrative quote value is calculated as follows: sales quote lines excluding VAT - discount + additional costs.
  • This dashboard allows quick comparison between:
    • Today – Yesterday
    • This week – Last week
    • This month – Last month
    • This year – Last year

 

Add to 'My Dashboards'?
If 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. For instructions on how to add dashboards, see How to set up 'My Dashboards'

 

 

vatperiodsales quote lineadditional costshomepagediscountsales quote valuequote value (8012)