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Import a TSV file at Grain / Setup / Futures Month/Pricing . The following criteria must be followed: Commodity – This IS required. The Commodity must be active in the database. Location – The Location IS NOT required. This can be blank,...
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This dashboard honors user restrictions based on Profit Center and Category. Income Statement Analysis Tab Purpose The Income Statement Analysis dashboard gives an overview of different account categories with year-to-date and monthly activi...
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Purpose The Energy Budget Balance dashboard shows a total overview of current budget balances, current year budget sales, and prior year budget sales. A scatter plot of customers with their budget balances and current year budget sales is shown....
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This dashboard honors user restrictions based on Login location. Purpose The Blend Ticket Map dashboard helps agronomy departments determine their market penetration by plotting Blend Tickets on a map. Details Choose between Street View or ...
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Purpose This dashboard provides insights along with a detailed log on all transactions happening via Heartland. View total transactions, successful transactions, how the payment type is related, etc. The Heartland Transaction Activity tab give...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Unapplied Cash Analysis dashboard provides a way to view a diary of Unapplied Cash Activity. This information reflects all customers with an Unapplied Cash ...
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Purpose The Salesperson Ranking dashboard displays a year over year ranking of salespeople based on their total sales. The information displayed is based on the salesperson included on the Invoice. Details The Sales Totals reflect YTD informat...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Sales Volume dashboard displays Sales by Sales Class , Per Year , Per Salesperson , and Per Customer . The first tab shows by dollar amounts and the sec...
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Purpose The Sales Tax Exemption Analysis dashboard includes Summary and Detailed tabs. The Summary tab displays the sales that are taxable and tax exempt, sales by location, top 10 tax exempt customers, top 10 tax exempt products. Details...
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The Sales dashboard is based on data from a scheduled extract that occurs daily. This is more of a sales summary. Purpose This dashboard displays the Sales by Department Category , Fiscal Year>Quarter>Fiscal Month , Location , Salesperson , ...