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Dashboard 'Order Intake Analysis (8002)': general explanation

With the standard dashboard 'Order Intake Analysis' you display the order value per week, month, or quarter. Additionally, you can create cross-sections per debtor, sales group, item, and country, and it is possible to include forecast orders in the analysis and filter by seller.

 

 

Target audience

  • Sellers

 

Where in MKG?

  1. Open the Sales Dashboards module.
  2. If the dashboard does not appear immediately: click the hamburger Kan afbeelding niet inladen in the upper right corner of the toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views Kan afbeelding niet inladen button and select Order Intake Analysis (8002).

 

Parameters

  • Date from: the date from which the dashboard displays data.
  • Date to: the date up to and including which the dashboard displays data.
  • Display by: 0 = week, 1 = month, 2 = quarter.
  • Include forecast orders: if checked, forecast sales orders are included in the analysis.

 

Details

  • The order intake is calculated as the total of the lines + other costs -/- discount.

 

Kan afbeelding niet inladen

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

 

 

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