In the “Business Insights” section, you can see the most important business metrics in a compact visual format and have reports emailed to you.
⚠️ Important: This area is accessible only to owners and administrators.
The dashboard gives you an overview for a selected period of:
quotes
revenue
orders for your company
The order volume corresponds to all won and therefore produced products.
The quote volume is the sum of all submitted quotes.
Under Reports, you can download various Excel lists, including:
An overview of semi-finished goods (e.g. for a stocktake)
A current inventory list of all materials in all warehouses
All quotes and orders created in sales
A list of all production tasks in production, including time and monetary costs
