Understand the Customer Key Performance Indicators
The Key Performance Indicators (KPIs) gives you a quick, at-a-glance, view of your customers and their work orders and invoices.
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Audio: Sound Video Length: 1:32 minutes
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- Navigate to Customers.
- Click the Show KPI
icon.
Going across the top of the screen, the following dynamic tools are:
- Active Customers
- WO Request Customers - Click the statistic to display the relevant customers in the list.
- Contact Status - Click either the Active or Inactive to display the relevant customers in the list.
- Top 10 Customers by Work - Click the bar chart to display the relevant customers in the list.
- Top 10 Customers by Paid Invoices
You can reset the view, click the More Actions icon, and then Reset Grid.