Financials First Standard - Order to Cash

Quick Reference Guide

Navigating the Quick Reference Guide
There are several ways to navigate this Quick Reference Guide (QRG):

1) Click a desired orange-highlighted functional box in the process diagram below.

2) Click a link in the Table of Contents.
3) Use the Microsoft Word Navigation Pane:
a. Activate by navigating to View and check Navigation Pane.
b. Click the area of interest.

Process Diagram

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NetSuite Version 2021.2
Table of Contents

Quick Reference Guide...................................................................................................................................... 1

Navigating the Quick Reference Guide.......................................................................................................................... 1
Process Diagram ............................................................................................................................................................ 1

Table of Contents.............................................................................................................................................. 2
Customer Management................................................................................................................................................. 3
Create a New Customer Record .............................................................................................................................. 3
Create a New Customer Contact............................................................................................................................. 5
Review Customer Dashboard .................................................................................................................................. 6
Order Management ....................................................................................................................................................... 7
Create a Sales Order................................................................................................................................................ 7
Approve a Sales Order ............................................................................................................................................ 9
Create a Customer Deposit ..................................................................................................................................... 9
Close a Sales Order................................................................................................................................................ 11
Create a Cash Sale ................................................................................................................................................. 12
Fulfilment..................................................................................................................................................................... 14
Fulfill Sales Order .................................................................................................................................................. 14
Partially Fulfill Sales Order .................................................................................................................................... 15
Bulk Fulfill Sales Orders ......................................................................................................................................... 16
Invoicing....................................................................................................................................................................... 17
Create Standalone Invoice .................................................................................................................................... 17
Invoice from Sales Orders ..................................................................................................................................... 18
Partial Invoice from an Item Fulfillment Record ................................................................................................... 19
Bulk Invoice ........................................................................................................................................................... 20
Create Invoice from Item Fulfillment .................................................................................................................... 21
Customer Payment ...................................................................................................................................................... 22
Receive a Customer Payment ............................................................................................................................... 22
Generate Customer Statement ............................................................................................................................. 23
Key Reports .................................................................................................................................................................. 25
Review Standard Reports ...................................................................................................................................... 25
Review Custom Record ......................................................................................................................................... 26
Key Performance Indicators .................................................................................................................................. 27

Quick Reference Guide 2

Customer Management

Create a New Customer Record

A customer is a company or an individual who has already purchased goods or services from you.
Customer records enable you to track transactions, documents, and communications with the customer.

Steps

1) Hover over Create New and select [Customer].

2) Select a customer Type.

Option A: Select Company and enter the Company Name.

Option B: Select Individual and enter the first, middle, and last Name.

3) Select the primary Subsidiary.

4) Select the following sales information:
• Status
• Sales Rep
• Lead Source
5) Navigate to the Sales > Qualification subtab.
6) Enter the following sales qualification details:
• Estimated Budget
• Budget Approved
• Sales Readiness
• Buying Time Frame
• Buying Reason
7) Navigate to the Financial subtab.
8) Select the customer’s Primary Currency and default payment Terms.
9) Enter the company name in the Print on Check As field. This is the name that will appear on the
Pay to the Order of line of a check.
10) Enter the customer payment and pricing information in the following subtabs:
• Credit Cards

Quick Reference Guide 3

 • Currencies
• Group Pricing
• Item Pricing
11) On the Address subtab, select the following:
• Default Shipping and/or Default Billing addresses
• Residential Address

Note: This information helps return accurate shipping rates from UPS and FedEx.
Residential addresses may result in higher shipping rates.

12) Enter a Label (reference title).

13) Click Edit to launch the Address form.

14) Select the Country first, then enter the remaining address details.

Note: (For US only) Enter the Zip code and press the Tab key to populate the City and
State/Province fields.

15) Click [OK].

16) Click [Add].
17) Repeat steps 11 – 16 for each additional address.
18) On the Preferences subtab, select the customer’s Email Preference.
19) Set the Send Transactions Via delivery method.

Note:
• Select the Email and Fax checkbox to automatically send emails and/or faxes to the
address entered in the header whenever you create or edit a transaction.
• To set up the fax service, navigate to Setup > Company > Printing, Fax.

20) Click [Save].

Quick Reference Guide 4

Create a New Customer Contact
Customer Contacts are the people who work for a customer, that you deal with in the daily activity of
your business.

Steps
1) Perform a Global Search to locate the Customer record.

2) Hover over Create New and select Contact.

3) Enter a Contact name.
4) Select the contact’s Role.

Note: You can designate any number of alternate contacts, consultants, and decision
makers but only one Primary Contact per customer.

5) Select a Category.
6) Enter a Job Title.
7) Enter the contact Email, Main Phone, and Address.
8) In the Classification section, select a Subsidiary.
9) Navigate to the Relationship subtab.
10) Select the contact’s Supervisor and Assistant details, if available.
11) Confirm the information in the Address subtab.
12) Click [Save].

Quick Reference Guide 5

Review Customer Dashboard
NetSuite includes a specialized dashboard that is available for every customer (including leads and
prospects) in your system. The customer dashboard provides at-a-glance access to key customer's data,
so you do not need to search through multiple screens to gather the information you need.

Steps
1) Perform a Global Search to locate the customer record.

Option A: Locate the customer record and click Dash.

Option B: Select the customer record and click View Dashboard.

2) Locate the following portlets:

• Customer

Note:
• Use this portlet to view customer’s summary, including transactions and activities
for the customer's related projects and subcustomers.
• To return to the customer record, click [View] or [Edit].

• Key Performance Indicators

Note: Use this portlet to view a summary line for each selected KPI.

• Customer Dashboard Links

Note: Use this portlet to view links to Financial Reports, Sales Reports.

• Transactions
a. Filter the list by transaction Type and Employee.
b. Use Quick Sort or click on the menu headings.

Note: Use this portlet to access customer’s sales orders, invoices, and payment
records.

• Activities

Note: Use this portlet to Edit or View tasks, phone calls, and events.

Quick Reference Guide 6

Order Management

Create a Sales Order

Use the sales order form to record the details of a customer purchase for internal use. From the sales
order, you can create fulfillment tracking and customer invoicing, and process customer payments.

• In NetSuite, the Sales & A/R role is responsible for creating and submitting a new sales order
in the system and ensuring that the order contains as much information known at the time.
This will help streamline the process and limit the need for corrections downstream.

Steps

1) Hover over Create New and select Sales Order.

Note: Click Personalize and enable Sales Order to appear in the drop-down list if Sales
Order doesn’t appear as an option.

2) Confirm the posting Date.

3) Enter or select the Customer.
4) Enter the PO# received from the customer.
5) Select a Location.
6) Confirm the Currency.
7) Select a Sales Rep.
8) Select the Discount Item and confirm the discount Rate, if applicable.
9) Type in a Memo.
10) Navigate to the Items subtab.
Option A: Select one item at a time.
a. Enter or select an Item.
b. Enter a Quantity.
c. Click [Add].

Option B: Select multiple items.

a. Click [Add Multiple]. The Choose Item popup window displays.

b. Select the Item Type at the top of the window.

Quick Reference Guide 7

 c. Enter the item name and click Search.
OR scroll through the item list.
d. Click or the Item name to add each item. The added items display in the Current
Selections box.
e. In the Current Selections box, enter a Quantity for each item.
f. Click [Done].
g. The items display in the Item table.
11) Select “Custom” Price Level to adjust Rate.

Note: Amount = Quantity x Rate.

12) Navigate to the Shipping subtab.

13) Enter Ship Date, Ship To Select Address, and Shipping Method.
14) Navigate to the Billing subtab.
15) Select either Billing Terms or Payment Methods.
16) Enter Billing Address in the Bill to Select field.
17) Click [Save].

Quick Reference Guide 8

Approve a Sales Order
If the approval process is enabled, all sales orders must be approved before moving on to the fulfillment
queue.

Steps
1) Navigate to the Reminders Portlet on the Home dashboard. Select Sales Orders to Approve.
2) Option A: Bulk Approve Sales Orders
a. Select the checkboxes next to the sales order records you want to approve.
b. Click [Submit].

Option B: Approve Single Sales Order

a. Locate the sales order record and click the Date.

b. Click [Approve].

Note: The Sales Manager can also [Edit] or [Cancel Order].

Create a Customer Deposit

Create a customer deposit from the sales order to automatically link the two records.

Steps
1) Locate the sales order.

Option A: From Customer Dashboard

a. Perform a Global Search to locate the Customer record and Click Dash.

OR Select the customer record and click View Dashboard.

b. Navigate to the Transactions portlet.

c. Locate the sales order record and click the Date.

Option B: Enter the Transaction Number or Customer PO# on the Global Search field.

2) Click the [Create Deposit].

Quick Reference Guide 9

3) On the Customer Deposit, confirm or edit the Payment Amount.
4) Select either a bank Account or Undeposited Funds.

Note: Choose Undeposited Funds account for cash that is not immediately deposited into
a bank account. When cash is moved into the bank account, record the deposit in
NetSuite using the Make Deposit transaction.

5) Enter a Memo.
6) On the Payment Method subtab, select a Payment Method.

Note: Enter a Check # if the payment method is Check.

7) Click [Save].

Quick Reference Guide 10

Close a Sales Order
In sales orders, you can close line items manually when you do not intend to fulfill open items on the
order. You have two options for closing a sales order. You can close all the lines items on a sales order or
you can use the Close Order button.

To close a sales order using the Close Order button, the following conditions must be met for the button
to show on the sales order:

• The sales order must have been created using a standard sales order form.
• The sales order has an amount remaining to bill.
• The sales order must be in one of the following statuses:
o Pending fulfillment
o Partially fulfilled
o Pending billing

Steps
1) Perform a Global Search to locate the Customer record.
2) Click Dash.
3) On the Customer Dashboard, locate the Transactions portlet.
4) Set the Filter to Sales Order type.
5) Locate the sales order and click View.

Note: If your sales order contains multiple items, be sure to fulfill and bill all available
items on the order prior to closing. Once a sales order is closed, items cannot be fulfilled
and billed.

6) Click [Close Order].

Quick Reference Guide 11

Create a Cash Sale
A cash sale is a transaction that records the sale of goods or services for which you receive immediate
payment. Enter a cash sale when payment for goods or services has been received at the time of
delivery.

Steps
1) Navigate to Customers > Sales > Enter Cash Sales.

OR Hover over Create New and select Cash Sale.

2) Enter the Customer:Job name and confirm the Date.

3) Select a Location.

Note: The Subsidiary, Primary Currency, and Sales Rep populate from the customer
record.

4) Enter a Discount Item to apply a discount to the entire sales order.

Note: The discount Rate displays.

5) Add a Memo.
6) Select between:

Option A: Accounts Receivable Account where the payment will be deposited

Option B: Select Undeposited Funds for a cash or check payment that is not immediately
deposited into a specific account.

7) Navigate to the Items subtab.

Option A: Select one item at a time.

a. Enter or select the Item.

b. Enter the Quantity.
c. Click [Add].

Option B: Select multiple items.

a. Click [Add Multiple]. The Choose Item popup window displays.

b. Select the Item Type at the top of the window.

Quick Reference Guide 12

 c. Enter the item name and click Search.
OR Scroll through the item list.
d. Click or the Item name to add each item. The added items display in the Current
Selections box.
e. In the Current Selections box, enter a Quantity for each item.
f. Click [Done].
g. The items display in the Item table.
8) Navigate to the Billing subtab and select the Payment Method.

Note: If selecting Check, enter the Check Number in the Primary Information section.

9) On the Communication > Messages subtab, select if the receipt is either To Be Printed, To Be
Emailed, or To Be Faxed.
10) Click [Save].

Quick Reference Guide 13

Fulfilment

Fulfill Sales Order

Sales orders are fulfilled when they are delivered to a customer. For tracking and reporting purposes,
NetSuite users will mark a delivered sales item as “fulfilled”.

Typically, fulfillment is required for customers who sell physical inventory. The fulfillment workflow is
also used for software/services items that require a provisioning step prior to invoicing for reporting
purposes.

Steps
1) Navigate to Shipping > Shipping > Fulfill Orders.
OR Locate the Reminders portlet on the Home dashboard. Click the Orders to Fulfill.
OR Perform a Global Search to locate the Sales Order.
2) Click [Fulfill]. The Item Fulfillment record displays.
3) Enter a descriptive Memo.

Note: This will make the record easier to identify in searches and reports.

4) On the Items subtab, verify the Location and Quantity of items to be fulfilled.

Note: In the Quantity field, the total defaults to the Committed quantity for items marked
for fulfillment

5) On the Shipping subtab, confirm the Shipping Information and Shipping Address.
6) On the Packages subtab, confirm the package weights (lbs), Package Contents Description, and
Package Tracking Number.
7) Click [Save].

Quick Reference Guide 14

Partially Fulfill Sales Order
A sales order is partially fulfilled when not all items are available for fulfillment.

Steps
1) Navigate to Shipping > Shipping > Fulfill Orders.
OR in the Reminders portlet, click Orders to Fulfill.
2) On the Fulfill Orders page, select the sales order’s Date that you will fulfill.
3) Set the Filter By field to Some Items Committed to display orders that can be partially fulfilled.
4) Locate the sales order and click Fulfill.
5) On the Item Fulfillment record, enter a Memo.
6) On the Items subtab, only select the items you are fulfilling.
7) Confirm or edit the Quantity of items to be fulfilled.

Note: In the Quantity field, the total defaults to the Committed quantity for items marked
for fulfillment.

8) On the Shipping subtab, confirm the Shipping Information and Shipping Address.
9) On the Packages subtab, confirm the following:
• package weights (lbs)
• Package Contents Description
• Package Tracking Number
10) Click [Save].

Quick Reference Guide 15

Bulk Fulfill Sales Orders
Bulk fulfilling allows you fulfill many orders simultaneously from the same location.

Steps
1) Navigate to Shipping > Shipping > Fulfill Orders.
OR in the Reminders portlet, click Orders to Fulfill link.
2) Filter the orders by Customer and Transaction Type.
3) Enter the item fulfillment Date.
4) Select the item commitment level to Filter By:
• Some Items Committed
• Respect Ship Complete
• All Items Fully Committed
• Ignore Item Availability
5) Select the Bulk Fulfill from Location where the orders will be completed.
6) In the Ship Via field, select a shipping method for these orders.
7) Select the sales orders to Fulfill.
OR Click [Mark All] to fulfill all orders.
8) Click [Submit].

Quick Reference Guide 16

Invoicing

Create Standalone Invoice

An invoice records a sale with assured payment terms. Create a standalone invoice for transactions
without sales orders.

Steps
1) Navigate to Customers > Sales > Create Invoices.

OR Hover over Create New and select Invoice.

2) Select a Customer. The Subsidiary, Currency, and Sales Rep fields will populate with information
from the selected customer record.

3) Enter the customer PO# (purchase order number).

Note: Once you save this record, you can use the PO number as a Global Search term.

4) Select a Location to associate with this transaction.

5) Select a Discount Item if applicable.

6) Enter a Memo.

7) On the Items subtab, select the Item(s) to be invoiced.

8) Adjust the Price Level, Rate, and Quantity as needed.

Note: The Rate displayed factors in the Price Level and Quantity discount.

9) On the Shipping subtab, confirm the Shipping Carrier and Shipping Method.

10) On the Billing subtab, review the Billing Address or update if necessary.

11) On the Communication subtab, select the communication preference for the invoice.

12) Click [Save].

Quick Reference Guide 17

Invoice from Sales Orders
For transactions with sales orders, generate an invoice from a sales order to automatically link the two
records.

Steps
1) Perform a Global Search to locate the Sales Order record.
2) OR In the Reminders portlet, click Sales Orders to Invoice.
3) Locate the sales orders and click Date.
4) Verify the Primary Information for this invoice, modify if necessary.
5) Review the line items, Qty, and Amount listed under the Items subtab.
6) Select what to invoice.
Option A: Click [Bill] to create an invoice for the sales order.
Option B: Click [Next Bill] to create an invoice based on the billing schedule (if applicable).
7) Navigate to Billing subtab to verify the Bill To address.
8) Navigate to the Communication > Messages subtab to review the invoice delivery method
options.
9) Select a Delivery Method.
Option A: Select the To Be Printed checkbox to print the invoice.
Option B: Select the To Be E-mailed checkbox to email the invoice.
Option C: Select the To Be Faxed checkbox to fax the invoice.

Leading Practice: NetSuite automatically sends the invoice via email to the customer if the
preferred method is selected within Customer Preferences or per a Company Setting.
When Preference is fax or mail you may proceed to process these manually. Where the
invoice is to be delivered by print, this can be done on a per-invoice level or in bulk, by
using the Print Checks and Forms functionality.

10) Select a predefined customer message in Select Message or manually enter a Customer Message
to print on the invoice.
11) Click [Save].

Quick Reference Guide 18

Partial Invoice from an Item Fulfillment Record
If you generate invoices in advance of fulfillment, you will need to create a partial invoice. This creates
an invoice for only the items that have been fulfilled on a sales order. You can create the invoice from
the sales order and edit the invoice, or you can generate an invoice from the item fulfillment record.

Steps
1) Perform a Global Search to locate the Sales Order record.
OR Navigate to Customers > Sales > Enter Sales Orders > List.
2) In the Sales Order page, click View next to a sales order record with Pending Billing/ Partially
Fulfilled status.
3) Navigate to the Related Records subtab.
4) Click the Date of the fulfillment record.
5) On the item fulfillment record, click [Bill].
6) Review the item list that displays the items and quantities fulfilled.

Note: Only the fulfilled items can be invoiced.

7) Enter a Memo.
8) Click [Save].
9) The partial invoice is now created. The sales order status updates to Partially Fulfilled.

Note: To view the partial invoice, go to the Related Records subtab. The remaining
balance can be invoiced from the sales order by clicking the [Next Bill] or [Bill Remaining].

Quick Reference Guide 19

Bulk Invoice
Use the Bill Sales Order function to bill, in bulk, multiple orders that are ready to be billed. Invoices
created during this step and are automatically saved.

• The Sales & A/R should utilize dashboard alerts for notification of overdue invoices.

Steps
1) From the Reminders portlet on the Home Dashboard, select Sales Orders to Invoice.
2) (Optional) Filter the Orders list by:
• Customer - select a specific customer.
• Next Bill on or Before – filter the list by a specific billing date.
3) Enter the Posting Period and billing Date for the transactions.
4) In the To be Printed and To be Emailed field, select

Option A: Select Yes if you want to save this form to be printed/emailed

Option B: Select No if you do not want to print/email this form.

Option C: Select Respect Customer Preference to print/email based on the default preference on
the customer record.

5) Verify the A/R Account.

6) Select the Credit Card Approved checkbox if the transactions you select below have already had
credit card charges performed outside NetSuite, such as by a card-swipe terminal.

Note: On cash sale record, the Credit Card Approved box and the Account field will be
automatically populated.

7) In the Orders subtab, select the sales orders to invoice or click [Mark All].
8) Click [Submit].

Quick Reference Guide 20

Create Invoice from Item Fulfillment
This is an alternate way of generating an invoice. Once the Inventory Manager or Sales & A/R fulfills the
order, the Sales & A/R can navigate to the item fulfillment record to invoice the order.

Steps
1) Navigate to Customers > Sales > Fulfill Orders > List.
OR Perform a Global Search to locate the Item Fulfilment record.
2) Click View.
3) Click [Bill]. Review the items and quantities fulfilled.
4) Click [Save].

Quick Reference Guide 21

Customer Payment

Receive a Customer Payment

Record customer payments and apply them to open invoices or cash sales.

• Customer payments in NetSuite should be collected against the Undeposited Funds if payments
from customer are not deposited to bank as and when they are received.

Steps
1) Navigate to Customers > Accounts Receivable > Accept Customer Payments
2) Enter the Customer name.
3) Verify the A/R Account.
4) Select the account to deposit the funds.

Option A: Select Undeposited Funds if the payment will be deposited later.

Option B: Select the Account if the payment has already been deposited.

5) On the Apply subtab, enter the Payment Amount.

6) Select the invoices under the Apply column that will be paid using the amount.
OR Select Auto Apply to automatically apply to the oldest invoice.
7) On the Credits subtab, select the available credits to apply.

Note: If the Auto Apply checkbox is selected, then credits will be automatically applied to
the oldest invoice. If the Auto Apply is not checked, you can apply the credit to a specific
invoice.

8) Navigate to the Payment Method subtab.

9) Select the Payment Method.
10) If the Payment Method is Check, enter the Check #.

Note: For other payment methods, you can use Check # to record reference numbers.

11) If the Payment Method is a type of credit card,

Option A: Select a credit card stored on the customer record using the Credit Card Select field.
Option B: Enter new credit card details including:

Quick Reference Guide 22

 • Credit Card #
• Expires (MM/YYYY)
• Name on Card

1) Click [Save].

Generate Customer Statement

Statements communicate amounts owing and A/R aging to its customers, provided that payment is on
terms. Send statements regularly, usually on a monthly basis, to remind customers to pay their invoices.

Steps
1) Navigate to Customers > Accounts Receivable > Generate Statements.
2) Confirm or edit the Statement Date field. The current date autopopulates this field.
3) Enter the Start Date for your statements. This appears as the oldest transaction date.

Note: If you do not enter a start date, the Balance Forward does not appear and all
transactions in the customer's history appear on the statement.

4) Select from the Restrict By Group list to filter the customer list.
5) Select the Include Zero Balances checkbox to generate statements for customer accounts that
meet these requirements:
• have a zero balance as of the statement date
• have accounts receivable transaction activity between the statement date and the start date
6) Select the Show Only Open Transactions checkbox to include only open transactions on
statements.

Note: The Show Only Open Transactions option is most useful for statements printed as of
your current today date. If you select Show Only Open Transactions and are using a date
other that today’s date, you may have balance discrepancies.

7) Select the Form you want to use to generate statements.

8) Select the checkbox next to the customers you want to receive the statements.

Quick Reference Guide 23

 Tip: Select the box at the top to select all customers in the list. Click the box again to clear
the box for all customers.

9) Generate the statements:

Option A: Click [Print] to print the statements.
Option B: Select Email from the Actions list to email the statements.
Option C: Select Fax from the Actions list to fax the statements.

Quick Reference Guide 24

Key Reports

Review Standard Reports

The Order to Cash reports enable you to:

• Quickly locate and access sales orders

• Quickly look up customers based on address and phone criteria which cannot be accessed
through the Global Search
• Keep track of open orders, receivable transactions, and item replenishment needs
• Evaluate sales trend and sales performers over time
• Review and verify how customer payments were applied to invoices

Navigate to the Order to Cash reports and review the following available reports:

• Open Sales Orders

• Sales Orders Pending Fulfillment
• Sales Back Order Report
• Shipping Report
• Return Authorizations Register
• Open Return Authorizations
• Return Authorizations Pending Receipt
• New Customer Sales
• Open Invoices
• Sales by Customer
• Sales by Item
• Sales by Sales Rep
• Sales Orders by Historical Team
• Sales Orders by Historical Team (Transaction Date)
• Sales Order Register
• Customer Profitability
• Customers by Sales Rep

Quick Reference Guide 25

 • Customers by Territory
• Prospect Analysis
• A/R Aging
• A/R Register
• A/R Payment History by Invoice
• A/R Payment History by Payment

Steps
1) Navigate to Reports > Order Management or Sales or Sales Orders or Customer/Receivables.

2) Select one of the available reports, as listed above.

3) Select the footer options.

4) If you modified any filter options in the footer, click [Refresh].

5) Click View Detail to review the detailed report.

Note: Only some reports are available in more detail.

Review Custom Record

Use the following Saved Searches and reports to analyze the Order to Cash process:

• Customer Balances & Credit Limits Status

• Customer LTV
• Customer Status Change
• My Customers
• Average Days to Receive
• New Customers vs. Existing Customers Sales Report

Add these reports your Favorites menu by clicking the Favorites icon and select Add to Shortcuts.

• Review the default Name. Rename the report to something more meaningful to you.

Quick Reference Guide 26

 Leading Practice: Prefix reports with Rep: or Reports: This helps you identify shortcuts
that are NetSuite pages versus reports or searches.

Steps
12) Perform a global Search for the report name.

Tip: Press [Alt]+[G] to move the cursor to the global Search field.

13) Select filters one at a time and wait for the screen to refresh before entering another filter.

Key Performance Indicators

Key Performance Indicators (KPIs) provide you quick insight into critical business metrics. You can display
KPIs on your dashboard using different portlets:

• Key Performance Indicator

• KPI Scorecard
• KPI Meter
• Trend Graph

This QRG addresses the KPI Scorecard portlet.

Note: Refer to SuiteAnswers or NetSuite Help for more information on setting up portlets.

The following table identifies the Scorecards and KPIs available in your account.

Key Performance Indicator Scorecard Name

New Customers (Sales Orders) Customer Activity

Lost Customers Customer Activity

Net New Customers Customer Activity

Sales Value Per Customer Customer Activity

Events Customer Activity

Sales (Orders) Customer Activity

Quick Reference Guide 27

 Phone Calls Customer Activity

Tasks Customer Activity

Total Activities Customer Activity

Sales Per Activity Customer Activity

Steps
1) Navigate to the Home dashboard.
2) Review the dashboard and locate the portlet with the Scorecard Name listed above.

Note: You may also add this portlet to other dashboards.

3) Drill down on the amounts for more detailed information.

4) Hover over the KPI to see the KPIs Trend Graph icon .
5) Click the icon to view a KPIs Trend Graph.

Quick Reference Guide 28