--- title: "Business Steering" slug: "pilotage-de-lactivité" updated: 2025-11-17T14:42:26Z published: 2026-01-07T10:04:09Z canonical: "help.frisbii.com/pilotage-de-lactivité" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.frisbii.com/llms.txt > Use this file to discover all available pages before exploring further. # Business Steering ### Definition There's a lot more to running a business than simply using a dashboard and key decision-making indicators. This encompasses the organization put in place to maximize performance and create value. This activity has several objectives: - deploy strategy at operational level (strategic steering), - ensure that the actions taken achieve the objectives set, - learn from actions for continuous improvement. ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-TUTNQPPQ.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) # Billing ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-IP4Y74NU.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Billing | | --- | --- | | Underlying report : | Issued Invoices | | Report type : | Invoices with Invoice Line Items | | Answer the question: | Which invoices were issued in the current year? | Invoicing is a very important part of accurate accounting. An invoice is an accounting document recording the purchase of a good or service. Invoice summary with invoice lines and highlights of invoices issued in the current year. **Structure of the underlying report :** Filters : - Show me: All invoices - Date: Current fiscal year (January 1 N - December 31 N) - Status: Equal to issued - Omitted : Equal to false Group by : Invoice date Data : - Invoice date - Amount excl. VAT ## Booking ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-LPRTT879.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Booking | | --- | --- | | Underlying report : | Offers won (per Account) | | Report type : | Quotations | | Answer the question: | What is the monthly trend in won quotations? (by decision date and account, current year) | The term "booking" refers to a customer's reservation of space to transport goods on a vessel. Its purpose is to facilitate control of the volume of cargo to be loaded onto the ship. Booking shows the monthly evolution of bids won by Decision Date and Account over the current year. **Structure of the underlying report :** Filters : - Show me : All Quotations - Date: Current fiscal year (January 1 N - December 31 N) - Stage: Equal to "Won". Group by : quotation date Data : - Quotation date - Amount excl. VAT # Business Development ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-P0IABQ9Q.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Business Development | | --- | --- | | Underlying report : | Quotations issued | | Report type : | Quotations | | Answer the question: | What is the monthly trend in quotations issued? (by quotation date and by account, sales excluding VAT, current financial year) | Business development refers to activities and processes designed to activate a company's growth levers. The report gives you the monthly evolution of bids issued, by bid date, and the current year's sales (excluding VAT). **Structure of the underlying report :** Filters : - Show me : All quotations - Date: Current fiscal year (January 1 N - December 31 N) - Status: Equal to "Sent". - Different stage from "Won, Lost, Replaced". Group by : Lines: Record name - Quotation Columns: Quotation date Data : - Quotation date - Amount excl. VAT # Monthly invoice ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-HRW6GVAZ.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Monthly invoice | | --- | --- | | Underlying report : | Issued Invoices | | Report type : | Invoices with invoice Line Items | | Answer the question: | Which invoices were issued in the current year? | Actual monthly billing is a new billing cycle offered to Linky meter customers, , who have subscribed to electronic billing. Customers on actual monthly billing receive an electronic bill each month, based on their actual consumption. The report establishes Invoices with invoice lines and points to all your invoices issued in the current fiscal year. **Structure of the underlying report :** Filters : - Show me: All Invoices - Date: Current fiscal year (January 1 N - December 31 N) - Status: equal to "Issued - Omitted equal to "False". Group by : Invoice date Data : - Invoice date - Amount excl. VAT # Top 5 ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-TWIR7J4A.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Top 5 | | --- | --- | | Underlying report : | Offfers won (per Account) | | Report type : | Quotations | | Answer the question: | What is the monthly trend in won quotations? (by Decision date and Account, current year) | Gives you the monthly evolution of the Five Best Quotations Won. The report ranks the top 5 winning bids by decision date and account for the current financial year. **Structure of the underlying report :** Filters : - Show me : All Quotations - Date: Current fiscal year (January 1 N - December 31 N) - Stage: equal to "Won Group by : Quotation date Data : - Quotation date - Amount excl. VAT # Closing this month ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-KTM9SHCB.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Closing | | --- | --- | | Underlying report : | Closing this month | | Report type : | Quotations | | Answer the question: | Which quotations expire in the current month? | Monthly closing; report lists quotations with due dates in the current month. **Structure of the underlying report :** Filters : - Show me : All Quotations - Date: This month - Different stage from "Won,Lost,Replaced". Group by : Decision date Data : - Decision date - Amount excl. VAT # Provisional billing ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-0QALCLMW.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Predictive Billing | | --- | --- | | Underlying report : | Invoices to issue | | Report type : | Invoices with invoice line items | | Answer the question: | What are the invoices issued during the year in progress? | Forecasted trade receivables: these are sums of money owed by the company's customers corresponding to invoices issued. This report shows you the invoices to be issued for the current year. **Structure of the underlying report:** Filters : - Show me: All invoices - Date: Current fiscal year (January 1 N - December 31 N) - Status: Equal to Draft - Omitted : Equal to false Group by : Invoice date Data : - Invoice date - Amount excl. VAT # Best Sales Reps ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-6C5YMGRH.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Best Sales Reps | | --- | --- | | Underlying report : | Quotations won (by Owner) | | Report type : | Quotations | | Answer the question: | What is the monthly trend in quotations won? (by Decision Date and Owner, Current Fiscal Year) | Gives you a detailed report on the monthly evolution of bids won by decision date and by "seller" owner over the current fiscal year. **Structure of the underlying report :** Filters : - Show me : All Quotations - Date: Current fiscal year (January 1 N - December 31 N) - Stage equal to "Won Group by : Lines: Owner's name Columns: Decision date Data : - Quotation date - Amount excl. VAT # Pipeline ![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-NXCGCRQL.png?sv=2026-02-06&spr=https&st=2026-10-28T03%3A06%3A19Z&se=2026-10-28T04%3A06%3A19Z&sr=c&sp=r&sig=irO9HnvVZ7gfiDc63wNdiU4YVgkT3QDNb7bzgp4PYCE%3D) | Name in dashboard : | Pipeline | | --- | --- | | Underlying report : | Pipeline | | Report type : | Quotations | | Answer the question: | What stage are the current quotations at? | This is the process of processing and transforming leads or sales contacts, and lets you know what stage your quotations are at. **Structure of the underlying report :** Filters : - Show me : All Quotations - Date: Current fiscal year (January 1 N - December 31 N) - Different stage from "Won,Lost,Replaced". Group by : Lines: Stage Columns: Decision date Data : - Decision date - Amount excl. VAT # Ten best quotations | Name in dashboard : | Ten best quotations | | --- | --- | | Underlying report : | Quotations Issued | | Report type : | Quotations | | Answer the question: | What is the monthly trend in quotations issued? (by quotation date and account, sales excl. tax, current year) | This allows us to classify the ten best bids, and to see the monthly evolution of bids issued by Date, by Account, in relation to sales excluding tax for the current year. **Structure of the underlying report :** Filters : - Show me : All Quotations - Date: Current fiscal year (January 1 N - December 31 N) - Status equal to "Sent - Different stage from "Won,Lost,Replaced". Group by : Quotation Date Data : - Quotation date - Amount excl. VAT