Customer 360 Workbooks
These workbooks are based on the Overview datasets and display all transactions you have created.
Top Selling Items Workbook
This workbook 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. This workbook uses the Top Selling Items dataset.
Sales Overview Workbook
This workbook 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. All the visualization uses the Sales Overview dataset.
Opportunities and Estimates Workbook
This workbook 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 so on. This workbook uses the Opportunities and Estimates dataset.
Orders and Returns Workbook
This workbook 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. This workbook uses the Orders and Returns dataset.
Receivables Workbook
This workbook 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. This workbook uses the Receivables dataset.
From within the Top Selling Items workbook, you can view the Table View: Top Selling Items.
The Sales Overview workbook includes the Table View: Sales Overview, as well as pivot tables for Sales by Item and Sales by Customer. Additionally, it contains charts for Sales by Sales Rep and Sales Over Time.
In the Opportunities and Estimates workbook, you can view the Table View: Opportunities and Estimates.
The Orders and Returns workbook includes the Table View: Orders and Returns.
The Receivables workbook contains the Table View: Receivables.