Reading Invoice Summary Goals Tiles

After creating an Invoice Summary Goals Tile, O4 will generate the tile gauge. The gauge functions to display complex information in a compact manner. This allows for easy and quick readability. The tile gauge will only display on the O4 Home Page for users who were given access during the configuration stage.

All Invoice Summary Goals Tiles will display the same basic features:

However, because Invoice Summary Goals Tiles track current invoices and compares these values to a set goal, not all tiles will look identical to the one listed above. If the user is not close to achieving their goal, the meter will appear in a red section of the tile.

Invoice Summary Goals Tiles may also appear differently if a stretch goal was entered during the tile configuration process. A stretch goal may raise the tile percentage to above 100%, depending on the size of the stretch goal. Additionally, if a stretch goal is not entered, but the goal is smaller than the completed sales, the percent of sales to achieve a goal and the percent of current sales may be over 100%.

Users may double-click on the tile gauge to view the "Invoice Summary Goals" page. This page will redirect users to view the tile in more detail. For more information, click here.