- 13 Apr 2023
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JLD08: WIP
- Updated on 13 Apr 2023
- 1 Minute to read
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- PDF
Overall dashboard Filter - Data from the previous year start and till future based on Job Logged date
● This dashboard provides individual Job Cost and Sell values stats excluding Invoiced, Cancelled, Completed, Costed and Paid status.
● Filters available
○ Job Date Logged
○ Job Type
○ Customer Name
○ Site Name
○ Job Status
○ Job Category
○ Primary Trade
● The Cost vs Sell chart represents the sell values in bar charts and the cost as a red trend line based on Job Type.
● Undelivered PO Amount - Sum of undelivered PO items sell value excluding VAT.
● Total Sell - The sell value of all the jobs.
● Total Cost - The cost value of all the jobs.
● Job Summary table - Basic Job details and in-depth cost/sell details along with job number as hyperlink that will take you to the job detail page.