Dashboard: Cash vs Account

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Dashboard: BI Sales Breakdown

Go to: File > Dashboard > Sales Overview and click the Magnifying glass Magnifier (bottom-right of the Sales Overview form).

Note: the figures is only for the current month.

This screen gives you a quick overview of:

Cash Versus On Account sales: Analise payment behaviour and credit exposur

Recurring Sales versus New Sales

Credit versus No Credit Customers

Credit Note %. The percentage of credit notes for this month

 

Figures are given in percentage as well  as in monetary terms.

 

Dashboard_Cash_vs_Account

Keywords: Cash vs Account,Recurring vs New