Explanation of the figures in the statistical dashboard on Yoplanning.pro

Please note: the statistics have no accounting value, they simply allow you to compare different periods with exactly the same calculation methods. They cannot be used to compare the legal turnover of your company. There are many parameters that come into play with respect to the calculations made.

1. Access to the statistics dashboard

To access it:

• Click on “Dashboard” in the main menu.

• Select the statistics option.

3. Understanding the different statistics

• Payments Made: Total receipts as of the payment date.

• CA Global: Total orders as of the order date. &#xNAN;Note: Based on orders, not validated invoices for those with the FR accounting module.

• CA Activities: Total of activity order lines.

• CA Material: Total of material order lines. &#xNAN;Note: CA Material + CA Activities = Global CA.

• CA Gift Vouchers: Total sales of unplanned activities such as gift vouchers.

• Hours Sold: Number of hours sold for activities. &#xNAN;Note: The unit is reduced to hours to allow comparison.

• Framed Hours: Number of hours of planned activities.

• Online Sales: Total orders through online sales.

• CA Comptoir: Total sales by the sales team.

• Orders: Total number of orders.

4. Usage tips and best practices

• Analyze these statistics to assess overall performance.

• Compare current data with the baseline period to measure growth.

• Use time information to optimize activity and resource management.

5. Solving Common Problems

• If the data does not appear to be up to date, check the period settings.

• For inconsistencies in totals, ensure correct transaction entry.

• If you have any difficulty interpreting, please refer to the documentation or contact support.

By following these steps, you will be able to effectively use the Yoplanning.pro statistical dashboard for optimal management of your business.