My Top 5 Customer Orders widget
View the 5 highest value open customer orders for the salesperson. Click Show More to show contact name, phone number, estimated total price, due date with a green check mark if on time or red x if late, and the customer PO number.
Filter: Select a customer. If blank, all customers are included. However, if a filter is set in the Customer/Prospect Lookup widget, this widget is also filtered to show only that customer.
Drillback: Customer Orders
Calculation: Show the highest value customer orders, after conversion to domestic currency, where status is opened or planned, and at least one line exists that is open or planned.