This report shows you client metrics for key sales data including the count and value of what is outstanding, overdue, collection days, bank TXN values and other metrics.
The report is an overview of sales summary metrics for all your clients. Here you can see: (in order)
Client
Last sync for the client file
Client Group
Base Currency
Outstanding Value & Count
Average Collection Days
Amount of Quotes & Invoices
Amount of Credit Notes
Bank TXNs & TXN Value
Amount of Invoice Payments & Payment Value
Amount of Batch Payments & Batch Payment Value
Total Payments & Total Payment Value
Invoices without Attachments
From-To (date range)
