Performance Description STATISTICS

• Service Description Documents
• Document overview
• Invoice / Credit note / Direct debit
• Order / Contract
• Quotation
• Delivery Note
• Performance Description STATISTICS
• KEY DATE
• Turnover
• Target/Actual
• Order value
• Special Features for Key Account

Service Description Documents

Document overview

Title	Widget	Widget description
Documents		Number of documents Click:  Opens the overview page Available: Customer details Homepage dashboard

General

Kebab menu ()

Type	Menu item	Explanation
	Orders	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Delivery notes	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Credit notes	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Invoices	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Quotations	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Contracts	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Direct debit notes	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Stocktaking notes	Basic configuration \ Roles \ <Role> \ STATISTICS / documents
	Unpaid invoices	Basic configuration \ Roles \ <Role> \ STATISTICS

Grid

Click	Swipe	Views
Opens the document		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Colour code				Blue: Prospect / Transfer customer Red: Delivery block Not assigned: orange Blue is before "Not assigned" and before Delivery block. That means a not assigned prospect with delivery block is shown in blue. A "Not assigned" customer with delivery block is shown in orange.

Customer columns

Name	Visible	Sort	Full text	Explanation
Colour code	Forced			Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned   Purple has the highest priority Blue is before "Not assigned" and before delivery block. That means a not assigned prospect with delivery block is shown in blue. A "Not assigned" customer with delivery block is shown in orange.
Name 1	Visible	ASC	Yes
Name 2	Hidden		Yes
Name 3	Hidden		Yes
Customer	Landscape		Yes
Street	Landscape		Yes
Postcode	Landscape		Yes
City	Visible		Yes
ABC Status	Hidden
Country	Hidden
Telephone number	Hidden
Fax number	Hidden
E-Mail	Hidden		Yes
Sales office	Hidden
Group of sales agents	Hidden
Price list	Hidden
Last visit	Hidden			Automatically determined.
Visiting frequency	Hidden
Due date	Hidden			The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week
Visit duration	Hidden
Tour	Hidden
Start week	Hidden
Client	Hidden
Attribute1-16	Hidden
Type (customer)	Hidden
Currency	Hidden
Area	Hidden
Customer since	Hidden
State	Hidden
Main contact	Hidden
Delivery block	Hidden
Incoterms	Hidden
Incoterms 2	Hidden
Terms of payment	Hidden
Terms of delivery	Hidden
Customer group	Hidden
Account group	Hidden
Homepage	Hidden
Listing	Hidden
Send invoice separately	Hidden
Delivery note without price	Hidden
ILN	Hidden
Invoice discount	Hidden
Form of payment	Hidden
Customer category	Hidden
Price group code	Hidden
Association	Hidden
Advertising material	Hidden
Tax Ident Number	Hidden
VAT ID	Hidden
Status	Hidden
Order block	Hidden
Assigned	Hidden
Abbreviation	Hidden		Yes

Document items

1. Document number
2. Document date

Kebab menu ()

Type	Menu item	Explanation
	Document additional information	Is displayed if data is available.  The keys for which document additional information should be displayed can be maintained via Basic configuration \ Code table \ Document additional information. If the document additional information relates to the individual product lines, the product must be selected beforehand.

Column definition

Name	Visible	Sort	Full Text	Explanation
Picture	VisibleOnlyLandscape
Item	VisibleOnlyLandscape
Product	VisibleOnlyLandscape
Name	Visible
Quantity	Visible
Amount	Visible
Batch	Hidden
Total	Visible

Summary row at the bottom edge of the grid

FAQ

 

Release

From version 16

The last selection of the document type is saved and reused on the next call, unless an explicit document type is specified by the call.

Invoice / Credit note / Direct debit

Header data

Grid

Click	Swipe	Views
Items	"Document flow" (from version 20)	Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Number	Visible	DESC	Yes
Date	Visible
Type of invoice	VisibleOnlyLandscape
Type of order	Hidden			From version 18
Order reason	Hidden			From version 18
Amount	Visible
Customer document number	VisibleOnlyLandscape		Yes
Posting date	Hidden
Fixed value date	Hidden
Client	Hidden			From version 16
Document.Invoice.Attribute1	Hidden			From version 18
Document.Invoice.Attribute2	Hidden			From version 18
Document.Invoice.Attribute3	Hidden			From version 18
Document.Invoice.Attribute4	Hidden			From version 18
Document.Invoice.Attribute5	Hidden			From version 18

Items

• Document number Type of invoice
• Document date
• Type of order
• Order reason
• Customer document number

Kebab menu ()

Type	Menu item	Explanation
	Document additional information	Displays individually defined fields for the document header
	Customer	Only displayed when accessed via the summary from the dashboard
	Document flow	from version 20

Grid

Click	Swipe	Views
Item details		Table
Footer		Total (Amount)

Column definition

Name	Visible	Sort	Full Text	Explanation
Picture	VisibleOnlyLandscape
Item	VisibleOnlyLandscape	ASC
Product	VisibleOnlyLandscape		Yes
Name	Visible		Yes
Quantity	Visible
Amount	Visible
Batch	Hidden
Total	Hidden			must be displayed if the footer is to show the document total
Discount	Hidden			from Release 20 Pure display, no calculating function.

Item details

Kebab menu ()

FAQ

Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be because no code table entry has been created. Please contact your backend administrator and ask them to create the appropriate code tables.

Release

 

Order / Contract

Header data

Grid

Click	Swipe	Views
Items	"Document flow" (from version 20)	Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Status				Red: if the status is "Cancelled". Green: if the status is "Completed". Orange: if the status is "In progress"
Number	Visible	DESC	Yes
Date	Visible
Req. delivery date	Visible
Type of order	VisibleOnlyLandscape		Yes
Order reason	Hidden
Status	VisibleOnlyLandscape			Open In progress Completed Cancelled
Amount	Visible
Customer document number	VisibleOnlyLandscape		Yes
Client	Hidden			From version 16
Beleg.Auftrag.Attribut1	Hidden			From version 16
Beleg.Auftrag.Attribut2	Hidden			From version 16
Beleg.Auftrag.Attribut3	Hidden			From version 16
Beleg.Auftrag.Attribut4	Hidden			From version 16
Beleg.Auftrag.Attribut5	Hidden			From version 16

Items

• Document number
• Document date
• Type of order
• Order reason
• Customer document number
• Req. delivery date

Kebab menu ()

Type	Menu item	Explanation
	Document additional information	Displays individually defined fields for the Document Header The keys for which the document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information. If the document additional information relates to individual product lines, the product must be selected first.
	Customer	Only displayed when accessed via the Summary from the Dashboard
	Document flow	from version 20

Grid

Click	Swipe	Views
Item details		Table
Footer		Total (Amount)

Column definition

Name	Visible	Sort	Full Text	Explanation
Status				Red: if a cancellation reason exists Yellow: if the Delivered Quantity < the Item Quantity
Picture	VisibleOnlyLandscape
Item	VisibleOnlyLandscape	ASC
Product	VisibleOnlyLandscape		Yes
Name	Visible		Yes
Quantity	Visible
Delivered	Hidden
In progress	Hidden
Amount	Visible
Cancelled	Hidden
Cancellation Reason	Hidden
Batch	Hidden
Total	Hidden			must be displayed if the footer should show the document total
Discount	Hidden			from Release 20 Display only, no calculating function.

Item details

Kebab menu ()

FAQ

Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be that no code table entry has been created. Please contact your backend admin and ask them to create the corresponding code tables.

Quotation

Header data

Grid

Click	Swipe	Views
Items		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Number	Visible	DESC	Yes
Date	Visible
Type of quotation	VisibleOnlyLandscape
Status	VisibleOnlyLandscape			Open In progress Completed
Amount	Visible
Customer document number	VisibleOnlyLandscape		Yes
Client	Hidden			From version 16
Document.Quotation.Attribute1	Hidden			From version 16
Document.Quotation.Attribute2	Hidden			From version 18
Document.Quotation.Attribute3	Hidden			From version 18
Document.Quotation.Attribute4	Hidden			From version 18
Document.Quotation.Attribute5	Hidden			From version 18

Items

• Document number
• Document date
• Type of order
• Order reason
  

Kebab menu ()

Type	Menu item	Explanation
	Document additional information	Shows individually defined fields for the Document Header The keys for which the document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information. If the document additional information relates to the individual product lines, the product must be selected beforehand.
	Customer	Only displayed when accessed via the Summary from the dashboard

Grid

Click	Swipe	Views
Item details		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Picture	VisibleOnlyLandscape
Item	VisibleOnlyLandscape	ASC
Product	VisibleOnlyLandscape		Yes
Name	Visible		Yes
Quantity	Visible
Amount	Visible
Discount	Hidden			from Release 20 Pure display, no calculating function.

Item details

Kebab menu ()

FAQ

Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be because no code table entry has been created. Please contact your backend administrator and ask them to create the appropriate code tables.

Delivery Note

Header data

Grid

Click	Swipe	Views
Items		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Number	Visible	DESC	Yes
Date	Visible
Type of delivery	VisibleOnlyLandscape
Type of order	Hidden
Order reason	Hidden
Status	VisibleOnlyLandscape			Open In progress (Orange) Completed (green)
Customer document number	VisibleOnlyLandscape		Yes
Client	Hidden			From version 16
Document Header.Delivery Note.Attribute1	Hidden			From version 18
Document Header.Delivery Note.Attribute2	Hidden			From version 18
Document Header.Delivery Note.Attribute3	Hidden			From version 18
Document Header.Delivery Note.Attribute4	Hidden			From version 18
Document Header.Delivery Note.Attribute5	Hidden			From version 18

Items

• Document number
• Document date
• Type of order
• Order reason
  

Kebab menu ()

Type	Menu item	Explanation
	Document additional information	Shows individually defined fields for the document header The keys for which the document additional information should be displayed can be maintained via Basic configuration \ Code tables \ Document additional information. If the document additional information relates to the individual product lines, the product must be selected beforehand.
	Customer	Only displayed when accessed via the Summary from the dashboard
	Document flow	from version 20

Grid

Click	Swipe	Views
Item details		Table

Column definition

Name	Visible	Sort	Full Text	Explanation
Picture	VisibleOnlyLandscape
Item	VisibleOnlyLandscape	ASC
Product	VisibleOnlyLandscape		Yes
Name	Visible		Yes
Quantity	Visible

Item details

Kebab menu ()

 

FAQ

Why are the document additional information fields greyed out?

If the document additional information is delivered from the ERP system but not displayed in the client, it may be that no code table entry has been created. Please contact your backend admin and ask them to create the appropriate code tables.

Performance Description STATISTICS

KEY DATE

Title	Widget	Widget Description
KEY DATE		Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Previous year" | "Year".  The last selected variant is saved and preselected at the next start. Display of the concrete figures based on the selection from 3. Available:  Homepage dashboard Customer details Click: Switches to the detailed view Widget colouring: red: turnover negative green: turnover positive The data refers only to customers assigned to an agent.

General

Kebab menu ()

Type	Menu item	Explanation
	Year
	Financial year	only visible if Financial year <> Year
	KEY DATE
	------------------------------------
	product hierarchy
	------------------------------------
	Export

Header

1. The chart display can be switched between Line diagram and Bar diagram
2. The colour gradients are controlled via the backend
3. If the chart is opened and not all time periods can be displayed, the display scrolls to the left to make the current time period (e.g. month) visible. Further time periods can be made visible by scrolling

General Information

1. The total row of the table is always displayed at the bottom edge of the display
2. The scale of the Y-axis is dynamically calculated and is based on the highest value of the data to be displayed

Grid

Click	Swipe	Views
	By swiping you reach the document view with a preset filter. There are 3 swipe selections Documents <Current year> Documents <Last year> Documents <Two years ago>	1. Table

Filter

Tabular display

Name	Explanation
Period	The period for which the data is filtered is displayed "Day" | "Week" | "Month"
Year columns	4-digit Year Three year columns are displayed. At least as many as the individually selected evaluation period covers in years.
Change columns	% change compared to the comparison period

Chart display

Product hierarchy view

Products

Lists the products located in the product hierarchy and the subordinate levels with turnover and sales quantity.

Name	Visible	Sort	Full Text	Explanation
Product	VisibleOnlyLandscape		Yes
Name	Visible	ASC
Hierarchy	Hidden
Quantity <Current year>	VisibleOnlyLandscape
Turnover <Current year>	Visible
Quantity <Last year>	VisibleOnlyLandscape
Turnover <Last year>	Visible
Quantity <Two years ago>	VisibleOnlyLandscape
Turnover <Two years ago>	Visible

Export

When exporting, an Excel document is created. The Excel document contains on sheet 1 (Name: Chart) a screenshot of the chart, as well as the data for the evaluation period.

On sheet 2 (Name: Data) a table with the corresponding data.

FAQ

 

Release

 

Turnover

Title	Widget	Widget Description
Turnover		Change in turnover in % Change in turnover graphically Switch between display variants "Month" | "Month / Last year" | "Year" | "Financial year".  The last selected variant is saved and preselected at the next start. Display of the concrete figures based on the selection from 3. Available:  Homepage dashboard Customer details Click: Switches to the detail view Widget colouring: red: turnover negative green: turnover positive The data refers only to assigned customers.

General

Kebab menu ()

Type	Menu item	Explanation
	Calendar year
	Financial year	only visible if Financial year <> Calendar year
	KEY DATE
	------------------------------------
	product hierarchy
	Average of all customers	requires Key account module and Key account customers
	------------------------------------
	Export

Header

1. The chart display can be switched between Line diagram and Bar diagram
2. The colour gradients are controlled via the backend
3. If the chart is opened and not all time periods can be displayed, the display scrolls to the left to make the current time period (e.g. month) visible. Further time periods can be made visible by scrolling

General Information

1. The total row of the table is always displayed at the bottom edge of the display
2. The scale of the Y-axis is dynamically calculated and is based on the highest value of the data to be displayed

Grid

Click	Swipe	Views
	By swiping you reach the document view with a preset filter. There are 3 swipe selections Documents <Current year> Documents <Last year> Documents <Two years ago>	1. Table

Filter

Tabular display

Name	Explanation
Period	The period for which the data is filtered is displayed "Day" | "Week" | "Month"
Year columns	When selecting Financial year: two-digit with / separator Three year columns are displayed. In all other cases:  4-digit calendar year Three year columns are displayed. At least as many as the individually selected evaluation period covers in years.
Change columns	% change compared to the comparison period

Chart display

Product hierarchy view

Products

Lists the products located in the product hierarchy and the subordinate levels with turnover and sales quantity.

Name	Visible	Sort	Full Text	Explanation
Product	VisibleOnlyLandscape		Yes
Name	Visible	ASC
Hierarchy	Hidden
Quantity <Current year>	VisibleOnlyLandscape
Turnover <Current year>	Visible
Quantity <Last year>	VisibleOnlyLandscape
Turnover <Last year>	Visible
Quantity <Two years ago>	VisibleOnlyLandscape
Turnover <Two years ago>	Visible

Export

When exporting, an Excel document is created. The Excel document contains on sheet 1 (Name: Chart) a screenshot of the chart, as well as the data for the evaluation period.

On sheet 2 (Name: Data) a table with the corresponding data.

FAQ

 

Release

 

Target/Actual

Title	Widget	Widget Description
KEY DATE		Change in turnover in % Change in turnover graphically Switch between display variants "Current month" | "Current year".  The last selected variant is saved and preselected at the next start. Display of the concrete figures based on the selection from 3. Available:  Homepage dashboard Customer details Click: Switches to the detailed view Widget colouring: red: turnover negative green: turnover positive The data relates only to customers assigned to an agent.

General

Kebab menu ()

Type	Menu item	Explanation
	Year
	Financial year	only visible if Financial year <> Year
	KEY DATE
	------------------------------------
	product hierarchy
	------------------------------------
	Export

Header

1. The chart display can be switched between Line diagram and Bar diagram
2. The colour gradients are controlled via the backend
3. If the chart is opened and not all time periods can be displayed, the display scrolls to the left to make the current time period (e.g. month) visible. Further time periods can be made visible by scrolling

General Information

1. The total row of the table is always displayed at the bottom edge of the display
2. The scale of the Y-axis is dynamically calculated and is based on the highest value of the data to be displayed

Grid

Click	Swipe	Views
	By swiping you reach the document view with a preset filter. There are 3 swipe selections Documents <Current year> Documents <Last year> Documents <Two years ago>	1. Table

Filter

Tabular display

Name	Explanation
Period	The period for which the data is filtered is displayed "Day" | "Week" | "Month"
Year columns	4-digit Year Three year columns are displayed. At least as many as the individually selected evaluation period covers in years.
Change columns	% change compared to the comparison period

Chart display

Product hierarchy view

Products

Lists the products located in the product hierarchy and the subordinate levels with turnover and sales quantity.

Name	Visible	Sort	Full Text	Explanation
Product	VisibleOnlyLandscape		Yes
Name	Visible	ASC
Hierarchy	Hidden
Quantity <Current year>	VisibleOnlyLandscape
Turnover <Current year>	Visible
Quantity <Last year>	VisibleOnlyLandscape
Turnover <Last year>	Visible
Quantity <Two years ago>	VisibleOnlyLandscape
Turnover <Two years ago>	Visible

Export

When exporting, an Excel document is created. The Excel document contains on sheet 1 (Name: Chart) a screenshot of the chart, as well as the data for the evaluation period.

On sheet 2 (Name: Data) a table with the corresponding data.

Enter target turnover

The target turnovers are entered in the backend under Order support - Data collection - Target agreement. This can be done on a customer-related basis, or if you have created "pseudo customers" for your employees, you can also output the targets at the year level.

FAQ

 

Release

 

Order value

Title	Widget	Widget description
Order intake		Change in % Change graphically Switch between display variants "Month" | "Month / Previous year" | "Year" | "Financial year".  The last selected variant is saved and preselected at the next start. Display of concrete figures based on the selection from 3. Instead of turnover data, order-related (Order value) data are displayed Available:  Customer details Click: Switches to the detail view Widget colouring: red: Order value negative green: Order value positive The data refer only to customers assigned to an agent.

General

Kebab menu ()

Type	Menu item	Explanation
	Year
	Financial year	only visible if Financial year <> Year
	KEY DATE
	------------------------------------
	product hierarchy
	------------------------------------
	Export
	------------------------------------
	all clients	only on the homepage dashboard only if more than one client exists only if not in the product hierarchy view
	<Client>	only on the homepage dashboard only if more than one client exists

Header

1. The chart display can be switched between Line diagram and Bar diagram
2. The colour gradients are controlled via the backend
3. If the chart is opened and not all time periods can be displayed, the display scrolls to the left to make the current time period (e.g. month) visible. Further time periods can be made visible by scrolling

General Information

1. The total row of the table is always displayed at the bottom edge of the display
2. The scale of the Y-axis is dynamically calculated and is based on the highest value of the data to be displayed

Grid

Click	Swipe	Views
	By swiping you reach the document view with a preset filter. There are 3 swipe selections Documents <Current year> Documents <Last year> Documents <Two years ago>	1. Table

Filter

Tabular display

Name	Explanation
Period	The period for which the data is filtered is displayed "Day" | "Week" | "Month"
Year columns	4-digit Year Three year columns are displayed. At least as many as the individually selected evaluation period covers in years.
Change columns	% change compared to the comparison period

Chart display

Product hierarchy view

Products

Lists the products located in the product hierarchy and the subordinate levels with turnover and sales quantity.

Name	Visible	Sort	Full Text	Explanation
Product	VisibleOnlyLandscape		Yes
Name	Visible	ASC
Hierarchy	Hidden
Quantity <Current year>	VisibleOnlyLandscape
Turnover <Current year>	Visible
Quantity <Last year>	VisibleOnlyLandscape
Turnover <Last year>	Visible
Quantity <Two years ago>	VisibleOnlyLandscape
Turnover <Two years ago>	Visible

Export

When exporting, an Excel document is created. The Excel document contains on sheet 1 (Name: Chart) a screenshot of the chart, as well as the data for the evaluation period.

On sheet 2 (Name: Data) a table with the corresponding data.

FAQ

 

Release

 

Special Features for Key Account

Key Account Extensions

Requires the Key account module and the selection of a Key account customer.
If a Key account is selected, the turnover is calculated based on the individual turnovers of the customers assigned to the Key account.
From version 10: Instead of a Key account, any node of the customer hierarchy can also be selected.

Triple-Point: Average of all customers

If this menu item is activated, the summed turnover is not displayed, but the turnover divided by the quantity of customers assigned to the Key account.

Data sources

The standard display in the turnovers is always Current year, For year and For-For year for the selected customer (in this case the Key account). Via the Data sources option, instead of the Key account, any other customer assigned to the Key account can also be selected. This allows either up to three customers to be compared with each other, or the Key account (usually the Average) to be compared with up to two other customers.