In the Insights module you can retrieve the reports and statistics of the turnover over a certain period.
Based on the different filters at the top you can filter on:
- Time period
- Authors of the documents
- All customers or a specific customer
- All Account Managers or a specific Account Manager
You can then filter the results of the search to display the data in different ways. These can be filtered by:
- Delivered orders
- Undelivered orders
- Products in all orders
- Taxes on orders
- By Account Manager
With the "Advanced search" function, you can also filter by Business Unit and by type of customer relationship. In addition, the data can also be exported through .
By selecting a specific time period and customer and then going to the "Products" tab, you can see what products this customer has purchased over this period.