Sales Dashboard

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Click with your mouse on the Sales icon in the navigation bar and the Dashboard will open by default:

The dashboard shows the most important data about your sales:

• aging analysis
• sales per month
• key figures of your sales:
  • draft invoices
  • invoices ready to be send
  • outstanding invoices
  • overdue invoices.
• recently viewed invoices
• recently viewed contacts.

From the dashboard, you can also:

• create a new quotation (click on the Create button, Quotation option)
• create a new invoice (click on the Create button, Invoice option)
• create a new contract (click on the Create button, Contract option)
• create a new sales item (click on the Create button, Sales item option)..

Click on the video to view Yuki Sales dashboard! (NL)

Aging analysis

Here you can see the payment behaviour (Days Sales Outstanding) of your customers. This is an indication of the age of your outstanding sales invoices, i.e. how many days it takes on average to receive a payment from your customers:

• <= 30 days
• 31 - 60 days
• 61 - 90 days
• >= 91 daya.

The DSO is calculated as follows: Total outstanding amount / Revenue over the last 12 months * 365.

By hovering your mouse over a bar chart you can view the total amount of your outstanding invoices per number of days.

Sales per month

This chart shows the monthly revenue (billed amounts) for the last 12 months. 

By hovering your mouse over the graph you can view the total amount of invoices (revenue) invoiced from a specific month. 

Key figures of your sales

Draft invoices: the total amount of invoices that have been created but cannot or should not yet be sent to your customers.

Invoices ready to be send: the total amount of invoices still to be sent to your customers.

Outstanding invoices: the total amount of outstanding invoices not yet paid or collected.

Overdue invoices: the total amount of invoices to be reminded (not yet paid or collected). 

Each key figure consists of the number of underlying invoices that make up the total amount shown.

Click on the tile to view in more detail the underlying invoices that make up the total amount. 

Recently viewed invoices and contacts

Click on the invoice subject or contact name to view and/or change it.