Using the Invoice Summary Goal Tile

Once created, the Invoice Summary Goal Tile will display a gauge that reflects current progress toward the overall goal and stretch goal.

The percentage on the outer edge of the gauge represents the progress that should be met based on the amount of time that has lapsed. For example, if today’s date is July 25^th and the tile was set up with an effective period from January 1^st to December 31^st, the percentage would be 55% since approximately 55% of the year has already 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 that has been completed.

• If the tip of the needle is in the red, then progress is lagging toward completing the goal.
• If the tip of the needle is in the green, then progress is on track toward completing the goal.       

Click the tile to view more details.

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 indicate whether the user is 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 bar chart of the invoice sales data. Use the drop-down field to group data by:

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

Click a value in the legend to remove it from the bar chart. For example, in the screenshot below, clicking "Earnings" in the legend has removed it from the bar chart. Click a value again to re-add it.

Click a value in the chart to create it as a filter. For example, in the screenshot below, clicking a value for Better Designed Lighting created the "Manufacturer=Better Designed Lighting" filter.

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