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Factboxes Customer

Factboxes Customer

Faktbox Customer Statistics

In the overview and on the customer card, there is a factbox Customer Statistics. It is used to summarize quick information about a given customer.

It contains calculated fields that, when clicked, open the relevant overview filtered to the customer.

Faktbox Customer Profitability

Faktbox contains total data from the customer's contract (for a detailed description of the calculations, see Contract With Services and Contract Without Services )

There is also a report to determine customer profitability, which is included in the role of the Events – Reports – Customer Profitability hub.

For a detailed description of the report, see Contract Changes .