The Accounting Sales /AR Dashboard allows managers to get a high level view as well as drill down into detailed information on your company sales as compare to Accounts Receivable over the last year.
- Go to Analytics > Dashboard.
- Click the Dashboard Tiles fly out on the right side.
- Under Account, double-click Sales/AR.
- Sales appears in Blue, whereas Accounts Receivable appears in Red.
To review details about specific customers and Accounts Receivable contact information, or to filter the view by salesperson, customer category, or territory, etc, click the View Detail button, at the bottom of the graph.
To filter the chart by any of the following criteria, drop down the Filter list, and choose your criteria, and then click Search. Select/clear check boxes to update the chart.Filter criteria:
- None (Default)
- Customer Category