Viewing and Analysing Financial Performance

Step 1: Access Customer Financial Performance

• From the Customer Profiles screen, click on the specific customer you want to  analyse.

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Step 2: View Current and Past Period Values

• In the Financial Performance section, you will see key metrics such as:
   
  • Number of inquiries
  • Sales orders
  • Invoices
  • Average delivery time
  • Average invoice payment time

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Step 3: Analyse Financial Data

• Compare current period values against the previous period to evaluate performance trends.
 
• Identify areas for improvement, such as delivery times or payment processing.