Customer Scorecard dashboard

Customer Scorecard dashboard 1

Customer Scorecard dashboard 2

Customer Scorecard dashboard - Details

Customer Scorecard dashboard 3

The Customer Scorecard dashboard includes KPIs for these metrics:

  • Sales
  • Orders
  • YTD Gross Margin %
  • Fill Rate %
  • Delivery %
  • Delivery % 5 Days
Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

  • Customer Details
  • Customer Scorecard Report
  • Sales Trend
  • YTD Sales by Product Category
  • Aging Summary
  • Customer Sales Detail
  • Receivable Transaction Detail Report

Filters:

  • Company
  • Customer #
  • Year/Month
  • Year/Quarter
  • Invoice Year (Default value = Current Year)
  • Customer Name
  • Sales Warehouse (Default value = All
  • Line Status Type (Default <> c)