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KPI Widgets Order
There are 2 widgets available in the Orders type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Orders current month The basis for the count is the "Order date" field from the o...
KPI Widgets Quotations
There are 2 widgets available in the Quotation type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Quotations Current month The basis for the count is the "Order date" field fro...
KPI Widget Follow-ups
Follow-ups due Counts all follow-ups that are due today and in the past. The number shows the quantity of due follow-ups Red: There are due follow-ups Black: There are no due follow-ups The blue chart shows the quantity of all due follow-ups ...
KPI Widgets Leads
There are 2 widgets available in the Leads area. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Leads processed today The basis are the Activities and SalesLead that were Created...
KPI Widgets Opportunity
Opportunity Win Rate The rate is calculated from the won opportunities in relation to all opportunities: Total won opportunities divided by the total of won and lost opportunities (basis: last 12 months and only persons in charge opportunities). Red: The...
KPI Widget Visit
Visits per Day Value shows the Average per Day (only days with at least one Visit are considered) Chart shows the last Year
KPI Activities
Reached/Not Reached Ratio The Value shows the current Day The chart shows the last 30 Days, but only the Days on which there is at least one corresponding Activity.
KPI Widgets Complaint
There are 3 widgets available in the Complaint type. You can find KPI widgets in the "2 x 1 Widgets" type on the dashboard; further information on displaying them can be found here. Complaint Current month The basis for the count is the field "Order date" from...