View the turnover for a sales contact/debtor

You can view the invoiced turnover data for the current and the previous year for each sales contact.For this purpose, the following fields must be added to the view with sales contacts/debtors:

• Turnover invoiced current year.
• Turnover invoiced last year.

You can view this sales contact/debtor data in both Profit Windows and InSite.

Note:

These fields only display the amounts on the invoices created in the order management, subscriptions, projects and/or course administrations. In other words, the amounts of entries made via the financial entries in Profit Financieel and that are therefore not supported by a physical invoice in Profit, are not included.

The balance consists of all invoice amounts of all administrations, because you can use the debtors in all administrations in a single environment.

To view turnover figures for a sales contact/debtor:

1. Go to:
   • Financial / Debtor / Debtor
   • Order Management / Sales / Sales contact
   • CRM /Organisation/person / Sales contact
   • Subscriptions / Subscription / Sales contact
   • Projects / Project / Sales contact
2.  Add a view:
   1. Display the Views toolbar using Ctrl+Shift+K if it is not visible.
   2. Go to: Views /New view....

      

3. Select the Alle debiteuren view.
4. Click on: Next.
5. Enter a description.
6. Click on: Next.
7. Add the Invoiced turnover current year and Invoiced turnover previous year fields to the data collection.

   

8. Click on: Finish.