Customer 360 Datasets
Opportunities and Estimates Dataset
This dataset displays Opportunities and Estimates records combined in a single view. From here, you can track the status of both elements and their relationship. This data also lets you extract projected totals, estimate conversion percentages, and more.
Orders and Returns Dataset
This dataset displays Orders and Returns records combined in a single view. This helps you monitor sales status alongside any related returns, making it easier to track transaction progress and assess overall sales performance.
Receivables Dataset
This dataset displays information about all records impacting Accounts Receivable, such as Invoices, Statement Charges, Credit Memos, Payments, and so on. This data provides financial insights, including overdue invoices, available credit memos, and more.
Sales Overview Dataset
This dataset displays Invoiced sales, including Invoices, Cash Sales, Credit Memos, Journal Entries, and so on. This data offers valuable insights into sales activity, letting you track total sales over a specific period and identify sales trends.
Top Selling Items Dataset
This dataset displays the top-selling products along with all related lines in the report, such as line items, credit memos, statement charges, and so on. This information helps you understand customer purchasing trends and supports forecasting future sales.
|
Root Record Type |
Joined Record Type(s) |
Custom Formula Field(s) |
Data Grid |
Criteria Filters |
|---|---|---|---|---|
|
Opportunities and Estimates |
(none) |
The following custom formula fields are included in the dataset: Status |
The following record fields are included in the dataset: Customer Transaction Number Transaction Type Title Created Date Status Expected Close Date Expiration Date Forecast Type Probability (%) Projected Total Weighted Total Expiration Date Status Type Opportunity Status |
The following criteria is used to filter the dataset: No Filter |
|
Orders and Returns |
(none) |
Status |
ID Customer ID Transaction Number Transaction Type Date PO Number Status Amount Subsidiary Status Type Transaction |
No Filter |
|
Sales Overview |
(none) |
(none) |
Transaction Customer Transaction Type Item Amount (Net) Quantity Location Sales Rep Class Date Total Amount Account Department Memo Partner PO number Posting Period Subsidiary Transaction Line |
No Filter |
|
Receivables |
(none) |
The following custom formula fields are included in the dataset: |
Transaction Document # Type Date Created PO # Status Total Due Date Subsidiary Amount Unpaid Entity Transaction Status Unapplied Amount |
No Filter |
|
Top Selling Items |
(none) |
(none) |
Customer Transaction ID Item Quantity Type Amount |
No Filter |