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Author's profile photo Jan Matthes

Standard KPIs for discount monitoring on customer invoices and sales quotes in Cloud ERP

Push the top-line while having an eye on the bottom-line has never been easier. Since our release 2002 we now provide also standard KPIs to track discounts on customer invoices and sales quotes. This means you can give a more freedom for discounts but at the same time track this carefully by sales team, product line or customer in pre-sales documents like sales quotes and after sales documents like customer invoice.
The setup of the standard KPIs is very simple:

  • They monitor the discounts for the current year,
  • in comparison to the last year and
  • two years ago.

In the demo below you see how you can take pre-defined standard KPIs and adapt them to track your specific reporting needs. It shows how managers and employees are able to consume and adapt a standard KPI for discounts in customer invoices and sales quotes i.e.:

  • Use a standard KPI & embed them into dashboards or on the smartphone
  • Adapt the KPI definition, filters and report views
  • Deploy KPI variants to monitor sub areas

The key figures which are compared are the amount of discounts vs. the total net value.

Here you find what has been added in production and logistics for analytics

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