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Categories CRM App
Created by Guest
Created on Jul 12, 2024

Customer Budgets reports v's Invoiced sales orders per customer - by Financial year

Customer goals to be set per Financial year so you can set budgets per customer and run a report that shows current invoiced sales to that specific customer. Include diagnostics to show % of sales revenue & GP reached each month, Value of outstanding sales to hit budget and overall percentage of growth.

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