Dashboard 'Sales Order Result based on Financial Entries (8001)': general explanation

Target Audience

• Sellers

Where in MKG?

1. Open the module Sales Orders and select a sales order.
2. If the dashboard is not displayed immediately: click the hamburger icon in the top right toolbar and select the option 'Forms' » 'Dashboard'.
3. Click the Views button and select Sales Order Result (8001).

Parameters

• This dashboard contains no parameters.

Special Notes

• This dashboard can be run for sales orders that are not yet fully historical; in such cases, the results are not yet final. When this is the case, it will be indicated in the top left of the dashboard.
• The columns Result and Result % on the 'Sales Order Result' tab are colored based on the result; light green for a positive result, orange if the result is 0, and red for a negative result.
• If a sales order line is historical, this is indicated by a green circle with a checkmark in the Historical column on the 'Sales Order Result' tab.
• If a sales order line has a cost price, this is indicated by a green circle with a checkmark in the Has Cost Price column on the 'Sales Order Result' tab.

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 adding dashboards, see How to set up 'My Dashboards'.