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.

Billing

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

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

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

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

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

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

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

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

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

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