The info tile "Incoming Orders" shows the user the current incoming orders via sales opportunities grouped by quarter and existing or new customers. Hereby the difference to the planned figures is also calculated. Past years can also be considered.
The header shows the configured years for which the incoming orders should be displayed. By clicking the button "Show diagram" the diagram view can be called up over all years.
Display data used in list
The tile provides the option to open the data used to calculate a value in the list view. To do this, the user clicks on the link in brackets after the value
Plan Existing customers
Planned values for incoming orders from existing customers. The following syntax must be noted:
The quarterly values should be expressed as an integer.
Plan New customers
Planned values for incoming orders from new customers. The syntax is the same as for the Plan Existing customers parameter.
Field New customer
This parameter contains the technical field name of the field for identifying a new customer inquiry. The field must be a "Yes/No" field.