The Invoice Summary Goal Page

Once created, the Invoice Summary Goal Tile will display complex information in a compact manner for quick and easy readability. The tile will display a gauge that reflects the current progress toward the overall goal and the stretch goal.

The tile gauge represents progress toward the set goal from 0% complete to 100% complete. The percentage displayed between 0% and 100% represents where progress should be based on the time that has currently lapsed. This is based on the effective period defined in the Calculation Details for the tile.

For example, if today’s date is May 25^th and the tile was set up with an effective period from January 1^st to December 31^st, the percent would be 40% since approximately 40% of the year has passed.

The needle represents the current progress toward the goal. The percentage below the base of the needle displays the current percentage of the goal completed. If the tip of the needle is in the red, then progress is currently lagging toward completing the goal. If the tip of the needle is in the green, then progress is currently on track toward completing the goal.       

The Invoice Summary Goal Page

Click the tile to view the Invoice Summary Goal page. The top of the Invoice Summary Goal page will list the total amount of sales, the overall goal, and the stretch goal. An arrow will display beside sales to show the user if they are above or below the sales of the previous year.

• - sales are more than the sales of the previous year
• - sales are less than the sales of the previous year

Below is a chart of the data for easy readability and comparison. Users can determine how the data is grouped in the chart by using the drop-down field. Grouping options include:

• Manufacturer
• Sales Account
• CSR
• Quoter
• Customer
• Invoice Type
• Work Group
• Top 50 Transactions

Users can control what values show in the chart by clicking on it in the legend. A field that is crossed out means the values will not be displayed in the chart. 

Clicking a value in the chart creates a filter for the respective entity. For example, in the screenshot below, clicking Better Designed Lighting created the "Manufacturer=Better Designed Lighting" filter.

Once a filter is created, users can use the grouping drop-down menu to view each grouping with the filter applied. To remove a filter, click .

Note: When using the Top 50 Transactions grouping, clicking a value opens the order in O4 rather than creating a filter.