Accounts Receivable - Sales Digital Dashboard



The Sales Digital Dashboard is a graphical representation of sales information by salesperson, customer type, and YTD sales.


=> To access this task...

Select Sales Digital Dashboard from the Reports menu.


Sales Digital Dashboard


About the Fields


In the Accounting Period field...

  • Select Accounting Period via year drop down and month end date slider bar.


In the Data Set field...

  • Select Data Set to display data in Zoomed View.

    • By Salesperson in PIE or BAR chart format

    • By Customer Type in PIE or BAR chart format

    • By YTD Sales in LINE chart format



  • Right clicking on the graphical chart present additional charting and output options.




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