Billing Stats |
||
As you use XSites business management to manage your billing and invoicing needs, your XSite tracks your billing activities so that you can easily monitor them from right within Business Management. There are two tools you can use to track your billing stats: the dashboard and the performance comparison.
Dashboard |
||
The dashboard provides a high level overview of your recent billing activities so you can quickly get an understanding of your recent workload, top clients, and billed work. To use the business management dashboard…
- In Business Management, click
Dashboard in the left pane.
- Then, use the Today, Week, Month, Qtr, and Year filters to indicate the
time range you want to review. There are 5 key areas that desktop
billing offers to help you track your billing activities:
- Top 5 Clients by Volume – You can control the time range for this “report” by clicking the Today, Week, Month, Qtr, and Year links.
- Performance – Monitor your current business progress against a prior time range of your choice. You can monitor the quantity of your new and completed orders or monitor your volume by dollar figure.
- Office Workload – This is a breakdown of all orders that are still in progress based on the status logged in your XSite.
- Invoice Analysis – This Year – Gives you a snapshot of your invoicing, including Total Due, Total Billed, Current Due and Overdue invoices. In addition, you can monitor the frequency of overdue payments throughout the year using the Late Payment Analysis section of the Invoice Analysis.
- Calendar Events – Click More to access your online calendar and set an appointment. This is described in detail in the Scheduling section of this user's guide.
Performance |
||
Using the Performance section of the Dashboard in your XSite’s Business Management tools, you can track the progress of your business against prior days, weeks, quarters, or years. The default time ranges for comparison are This Year and Last Year to help you compare this year’s performance against last year’s. To change the time ranges:
- In Business Management, click a link in the Period column.
- Select the new ranges using the drop-downs provided.
- Click OK to accept your changes.
a
la mode and its products are trademarks |