Articles
Booked Seed Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Booked Seed Dashboard provides an overview of booked seed quantities, showing how much seed is booked by variety by crop and by location by crop in the curr...
Booking Analysis Dashboard
Purpose The Booking Analysis dashboard shows the Booking information broken down by Department , Year , Location , Customer , Product , and Salespeople . Details Filters include Show by Quantity or Dollars , Group Selection ( Departme...
Bookings and Sales Invoices Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Bookings and Sales Invoices Dashboard combines the un-invoiced dollars from Bookings and Sales Invoices from the current year. This gives a more accur...
Bookings by Product Manufacturer
Purpose The Bookings by Product Manufacturer dashboard is used to evaluate Booking dollars and quantity by the product manufacturer. Details Deleted and voided Bookings are excluded from the dashboard. Both prepaid and unpaid Bookings are incl...
Discountable Prepaid Bookings Dashboard
This dashboard honors user restrictions based on login Location. Purpose The Discountable Prepaid Bookings dashboard provides insights into the actual prepaid amounts by Customers, excluding any discounts. This ensures accurate refunds at the e...
Invoiced to Booked Comparison Dashboard
This dashboard honors user restrictions based on login location. Purpose The Invoiced to Booked Comparison dashboard shows what a customer booked versus for what they were invoiced. This would help indicate if the customer under/over booked. D...
Outstanding Bookings Dashboard
This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Outstanding Bookings Dashboard displays the remaining dollars or quantity remaining on Bookings by various entities. Details Deleted, Voided, and Invoiced...