You will find some standard widgets on the standard customer dashboard. These are briefly reviewed below.
If you're looking for how to personalize the customer dashboard, you can include this help desk article.
Turnover
The graph 'Turnover' shows the turnover that this client generated. You will see a nice graph of this.
You have the option to filter by the source data:
Sales invoices
Sales orders
The chart then immediately adjusts to show only figures from sales invoices or sales orders respectively.
You also have the option to filter by a period:
Year (calendar year)
LTM (Last Twelve Months)
YTD (Year To Date)
From the top right button, you can suddenly click through to the product statistics to get a more detailed overview of this customer.
Open invoices
The widget 'Open invoices' displays the total amount of outstanding (unpaid) invoices this customer has.
Average payment period after invoice date
The widget 'Average payment term after invoice date' shows how many days after invoice date this customer pays their invoices on average. This will give you an idea if you are giving too many payment delays.
Tip
If you see a large value here, consider moving this customer's default payment condition to a smaller value (fewer days) so that you can encourage the customer to pay their invoices faster.
Average payment period after due date
The widget 'Average payment term after due date' shows you how many days after the invoice is due the customer still pays their invoices. This will give you an idea of whether your customer often pays late and, if so, how many days they usually pay late.
Tip
If you see a large value here, consider moving this customer's default payment condition to a smaller value (fewer days) so that you can encourage the customer to pay their invoices faster.