In the Sales Dashboard module, under the 'Invoices' tab, you will find the standard view Invoice Value (8201). In this standard view, the sum of all created invoices is displayed per debtor. Additionally, a breakdown is made based on the fields Invoice Date.

In the Sales Dashboard module, you will find the standard view Order Value (8201) under the 'Orders' tab. This standard view displays the sum of all created orders per debtor. Additionally, a breakdown is provided based on the fields Order Date.

In the Sales Dashboard module, under the 'Quotes' tab, you will find the standard view Quote Value (8201). This standard view displays the sum of all created quotes per relationship. Additionally, a breakdown is made based on the fields Date Offered.

So-called extra fields are available in MKG in various modules. You can assign these fields at your own discretion, for example because the desired information cannot be recorded elsewhere in MKG. In this article you can read an example of how you can create a selection list for such an extra field.

Do you have an upcoming appointment with an MKG consultant? Or a course? Or do you need to perform an action as part of the implementation plan? In My MKG, all your appointments are recorded on the Activities tab. This article explains how this tab works.

MKG includes multiple dashboards, which allow you to gain insights from the data in your database. When you know how the dashboards work and can be configured, you can use them optimally. In this video, you can see how the dashboards are structured.

Once you have delivered the products to the customer, you can invoice the sales order. The invoice can be created from the sales order line via the 'Sales Orders' module or from the Invoice List. In this article, you will learn how to create a sales invoice via the Invoice List.

Sometimes you cannot avoid sending a reminder to a non-paying debtor. In MKG, you can easily select outstanding items using a search filter that you include in a reminder run. This article explains how to run a reminder run in MKG.

The capacity overview is a separate module in MKG that displays how capacity is planned relative to the available capacity.

To convert data from your database into relevant management information, MKG5 offers dozens of interactive dashboards. This article covers the general operation of the standard dashboards. A specific explanation is also available for each dashboard.

Importing an order, for example via an xml file, can result in incorrect or incomplete data in MKG. By using the 'Validate' action, you check this data for validity or correctness. In this article, you will learn how to validate an imported sales order.