|
Amount Invoiced vs. Goal |
This widget shows you how close you are to your invoicing goal for this month, and how close you were for last month. By default, this is based on a 100,000 monthly goal but you can adjust your thresholds accordingly. |
Invoice Items |
No tabs |
|
Items Ready to Invoice by Contract Type |
This widget shows you the distribution of items ready to invoice, by contract type (including items with no contract association). You may drill into a grouping and generate invoices immediately. |
Invoice Items |
No tabs |
|
|
Items Ready to Invoice by Customer |
This widget shows you the distribution of items ready to invoice, by customer. You may drill into a grouping and generate invoices immediately. If the billing item is billing to a parent organization, it will be grouped under the parent organization. |
Invoice Items |
No tabs |
|
|
Items Ready to Invoice by Project |
This widget shows you the distribution of items ready to invoice, by project. You may drill into a grouping and generate invoices immediately. |
Invoice Items |
No tabs |
|
|
Items Ready to Invoice by Type |
This widget shows you the distribution of items ready to invoice, by item type. You may drill into a grouping and generate invoices immediately. |
Invoice Items |
No tabs |
|
Top 10 Customers with Unpaid Invoices, by Month |
Which of your customers owe you the most money? This widget gives you a breakdown of unpaid invoices by month, then by customer, for the last 6 months and the current month. If the billing item is billing to a parent organization, it will be grouped under the parent organization. |
Invoice Items |
No tabs |
|
Top 25 Customers with Unpaid Invoices |
What is the value of your outstanding invoices? This widget shows you your top customers based on how much they owe you. If the billing item is billing to a parent organization, it will be grouped under the parent organization. |
Invoice Items |
No tabs |
|
|
Top Block Hour Consumers Month to Date |
Which customers are consuming the most block hours? This widget shows you your top customers based on block hour consumption, this month. If the billing item is hitting a parent organization contract, it will be grouped under the parent organization. |
Invoice Items |
No tabs |
|
|
Top Retainer Consumers Month to Date |
Which customers are consuming the greatest retainer amount? This widget shows you your top customers based on retainer consumption, this month. If the billing item is hitting a parent organization contract, it will be grouped under the parent organization. |
Invoice Items |
No tabs |
