Tracking the sales

This analysis is available either for a company or for an entity of the current company.

Go to Dashboard > Sales > Expected Billing.

By default, this analysis displays an overview of the current month's expected billing, for the selected company or entity. All displayed amounts are after-tax amounts.

The following management objects are taken into account by default:

  • all validated quotations;
  • orders in progress;
  • non-billed deliveries;
  • non-billed billing tables.

This analysis is available either for a company or for an entity of the current company.

It enables you to analyze the revenue and the sold quantities

Go to Dashboard > Sales > Sales dashboard.

By default, this analysis displays an overview of the real billing for the indicated period and accounting period, for the selected company or entity.

All displayed amounts are pre-tax amounts.

DMF

150101 DASHBOARDS SALES ANALYSIS CAMPAIGNS DASHBOARD

The signatures dashboard enables you to carry out an analysis in amounts or service days, and only takes into account opportunities and quotations.

Only the following are taken into account during the analysis:

  • Validated quotations with an expected signature date included in the period entered as a search criteria.
  • Signed quotations with an actual signature date included in the period entered as a search criteria. Filters on the quotation level (Q1, Q2, etc.) are not applied.
  • Opportunities with a stage type in progress, with an expected signature date included in the signature period entered as a search criteria, and that are not associated with a quotation.
  • Opportunities with a stage type that is won, with an actual signature date included in the period entered as a search criteria, and that are not associated with a quotation.
  • Amounts and quantities in quotation lines (or number of days in opportunities) will be split over the expected signature date for quotations and opportunities to be signed, and over the real signature date for won opportunities and signed quotations.
  • For recurring lines in quotations and opportunities, it is the global amount of the initial period that is calculated. This amount will then be split.
1 Go to Dashboard > Sales > Business Deals Dashboard.
2 Under the Measure section, select (depending on your needs):
  • Analysis: defines whether to search for amounts or number of days
  • Currency
  • Period from...to: month selector. Only the first field is required.
  • Column: defines the columns unit
3 Under the In progress section, select (depending on your needs):
  • Objects in progress, that will be split over the expected signature date:
    • Ongoing Opportunities: not associated to a quotation
    • Ongoing Quotations: validated or draft quotations
    • Probability level: filters the opportunities and the quotations. If level 9 is checked, the box Use level 9 as a goal is displayed unchecked. If you check this box, level-9 quotations are not split and are displayed in the Objective column.
    • Weighting: With the object's values, to weight according to each opportunity/quotation's coefficient and Forced, to force percentages.
  • Archived / Lost objects to split over the archiving/loss date:
    • Lost opportunities: opportunities that are not linked to quotations with a status other than "won" or "in progress"
    • Archived quotations
  • Signed / Won management objects to split over the actual signature date:
    • Won opportunities: opportunities in a stage that is "won"
    • Signed quotations
4 Under the Filters section, select (depending on your needs):
  • Customers: All, Group, Outside group (radio buttons)
  • Customers: All, Prospects, Customers (radio buttons)

For all these fields, the filter is applied on the main customer of the quotation or opportunity.

5 Under the Grouping section, select one method to group data.