Invoice Detail is available for display from these dashboards:
- Sales Overview
- Sales Overview My Job Types
- Customer Performance
Click on the Invoice in the Show Detail report and this will direct you to the Invoice Detail from the dashboard.
Key Performance Indicators (KPI's) and Descriptions:
Store Name: Store name/description from the RFMS system.
BI Job Type: Job Type assigned in BI Template to allow grouping of like type jobs and to calculate Benchmark when available for display.
My Job Type: My Job Type as indicated on the Invoice in RFMS.
Salesperson 1: Primary Salesperson on the Invoice.
Salesperson 2: Secondary Salesperson on the Invoice.
Split Percent: When more than one salesperson is receiving credit the salespeople will be indicated and the split percent amount.
Invoice Number: Invoice number assigned in RFMS.
Order Date: Date Job was entered/ordered in RFMS.
Delivery Date: Date Job was marked as 'Delivered' in RFMS.
Material Total: Total off Material only for the invoice displayed.
Labor Total: Total of Labor only for the invoice displayed.
Invoice Total: Total of Material and Labor for the invoice displayed.
Gross Margin: Total gross margin for the invoice displayed.