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Dashboard 'Debtor Analysis All Fiscal Years (8002)': general explanation

The standard dashboard 'Customer Analysis All Fiscal Years' is opened per customer and provides insight into various key figures of the customer, such as the number of quotes and orders, delivery reliability, the number of payments and outstanding items, and the result.

 

 

Target audience

  • Sellers

 

Where in MKG?

  1. Open the Debtors table and select a debtor.
  2. If the dashboard is not shown immediately: Click the hamburger Kan afbeelding niet inladen in the top right of the toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views Kan afbeelding niet inladen button and select Debtor Analysis All Fiscal Years (8002).

 

Parameters

  • Threshold Value Early. The maximum number of days a delivery may be early before it is considered 'Early'. Applies to the table and the 'Delivery Reliability' tab.
  • Threshold Value Late. The maximum number of days a delivery may be late before it is considered 'Late'. Applies to the table and the 'Delivery Reliability' tab.
  • Incl. Weekend Days. If checked, weekends are counted when determining the number of days the actual delivery date deviates from the planned delivery date. Applies to the table and the 'Delivery Reliability' tab.

 

Details

  • This dashboard retrieves data for all fiscal years. This means it may take a long time to load when run for a debtor with a large amount of data.
  • The Expiration Date column in 'Outstanding Items Debtors' on the 'Payments' tab is supplemented with an orange circle with an exclamation mark if the due date is today, and a red circle with a cross if the due date is in the past.

 

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 can be read in How to set up 'My Dashboards'

 

 

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