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
- All customers or a specific customer
- All Account Managers or a specific Account Manager
You can also filter by Business Unit and by type of customer relationship. You do this by using the "Advanced Search" function.
You can then filter the results of the search to display the data in different ways. These can be filtered on:
- Account/Customer
- Invoices
- Credit invoices
- Per Account Manager
Via Dropdown, this data can also be exported.
So to display the turnover over a certain period, select this period in the time filter.
Tip If it's not a regular filter, select "Custom" for the time period.
