Q: How can I use the dashboard to take action in my business?
A: The dashboard can help you identify areas for action, such as:
- High Account Credits: If you see a large amount of customer credit, you can use the customer screen to filter for those accounts and send them a statement to encourage them to spend their credit.
- High Account Debts: If customers owe money, you can run an "Aged Debtors" report to see who owes what and for how long.
- Sales Discrepancies: If a product group's actual sales are far from the target, you can use the Sales Analysis report to investigate if heavy discounting or other pricing issues are occurring.
For a full walkthrough, you can watch the video here: https://youtu.be/gWlBGoWCrHc
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