Pulls posted sales and cost from the SalesDashboard service, budgets from G/L budget entries, and G/L postings for EBITDA. Read only.
Monthly Performance vs Budget
Bonus Pool Tracker
Salesperson Breakdown
YTD Summary
12-Month Revenue & Gross Profit Trend
Revenue Actual
Revenue Budget
GP Actual
GP Threshold
Reconciliation
Dashboard settings
Saved in this browser. The budget name dropdown fills in once data has loaded.
Must match the name exactly as it comes back from Business Central. Its pool share is split equally across the others.
Account numbers or ranges, comma separated. Amounts are absolute valued.
Ledger-true takes item revenue and adjusted cost from value entries, adds invoice lines posted to income accounts (rental, freight, service), maps each document to its salesperson via the customer ledger, and includes credit memos as negatives. It is the only mode that reconciles to the tiles above.
The salesperson split always comes from the item ledger, since the G/L holds no salesperson.
Invoice G/L lines are only credited to a salesperson if the account is in this range. Excludes net recharge (a cost pass-through shown gross on invoices but net in the ledger) and other revenue (FX and asset movements with no salesperson).
These mirror the Totalling formulas on your Total-type accounts, so the
figures match the income statement. Each range is cumulative from 6000-00
and signed, so gross profit already nets off other revenue. COGS and
indirect expenses are derived from the differences.
Fewer months loads faster. 24 covers a full year plus comparatives.
