Using the statistical dashboard on Yoplanning.pro

Please note: these statistics have no accounting value; they simply allow you to compare different periods using exactly the same calculation methods. They cannot be used to compare your company's legal turnover. Many parameters are taken into account in the calculations performed.

Introduction

The Yoplanning.pro statistical dashboard is a powerful tool for analyzing your business's overall performance. It provides a detailed overview of your revenue, payments, online and counter sales, and the number of hours sold and managed.

Steps to Access the Statistical Dashboard

• From your schedule, click on the icon at the top right

• Click on "My Dashboard" in the menu.

• A new window will open and select the "Statistics" option.

Understanding the different statistics

Available indicators:

• Payments Made: Total receipts, calculated on the payment date.

• Global Revenue: Total orders recorded, based on the order date. (For those using the FR accounting module, this figure is not based on validated invoices.)

• Activity Sales: Turnover from activity order lines.

• Material Sales: Turnover from material order lines.

  • Note: Material turnover + Activity turnover = Overall turnover.

• CA Vouchers: Total sales of unplanned activities (e.g. gift vouchers).

• Hours Sold: Total number of hours sold for activities. (The unit is reduced to hours for ease of comparison.)

• Hours planned: Total number of hours actually planned for activities.

• Online sales: Total of orders placed via online sales.

• Counter sales: Total sales made by the internal team.

• Orders: Total number of orders recorded.

Tips for use and best practices

• Compare Periods: Use statistics to measure the growth of your business by comparing different periods.

• Optimize resource management: Analyze hours sold and managed to improve your team planning.

• Monitor sales trends: Evaluate the distribution of turnover between online and over-the-counter sales to adjust your sales strategies.

Common Problems and Solutions

• Problem: Data is not up to date Solution: Check that you have selected the correct analysis period.

• Issue: Totals appear inconsistent Solution: Ensure that all transactions have been entered correctly and that there are no errors in the filter settings.

• Problem: Difficulty interpreting numbers Solution: Consult the Yoplanning.pro documentation or contact technical support for assistance.

Conclusion

The Yoplanning.pro statistical dashboard is an essential tool for tracking your business and identifying key trends. By leveraging this data, you can optimize your management, adjust your sales strategies, and improve the organization of your resources.

Keep in mind that these statistics are not official accounting data, but indicators to analyze and compare your performance over different periods.

By applying these best practices, you will be able to exploit the full potential of the dashboard to effectively manage your business.