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Dashboard 'Quote Value Analysis (8001)': general explanation

The quote value per week, month, or quarter in one overview? With the standard dashboard 'Quote Value Analysis' you quickly have access to the quote data for a specific period.

 

 

Target audience

  • Sellers

 

Where in MKG?

  1. Open the Sales Dashboards module.
  2. If the dashboard is not displayed immediately: click the hamburger Kan afbeelding niet inladen at the top right of the toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views Kan afbeelding niet inladen button and select Quote Value Analysis (8001).

 

Parameters

  • Date from: the date from which the dashboard shows data.
  • Date to: the date up to and including which the dashboard shows data.
  • Display by: 0 = week, 1 = month, 2 = quarter.

 

Details

  • On the tabs 'By Status', 'By Sales Group', and 'By Item' no account is taken of additional costs and discounts.

 

Kan afbeelding niet inladen

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. How to add dashboards is explained in How to set up 'My Dashboards'.

 

 

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