In the Insights module you can retrieve the reports and statistics of the turnover over a certain period.
Based on the different filters at the top you can filter on:
- Time period
- Authors of the documents
- All customers or a specific customer
- All Account Managers or a specific Account Manager
You can then filter the results of the search to display the data in different ways. These can be filtered by:
- Delivered orders
- Undelivered orders
- Products in all orders
- Taxes on orders
- By Account Manager
With the "Advanced search" function, you can also filter by Business Unit and by type of customer relationship. In addition, the data can also be exported through Dropdown.
By selecting a specific time period and customer and then going to the "Products" tab, you can see what products this customer has purchased over this period.