Is there any report that exists where you can view a snapshot of bookings (and invoices) by month/year.
It would be awesome to see where we are over the months/years comparatively.
Did you check out the bookings report already? It’s under Sales>Orders>Bookings and it has a date field that will allow you to select a start and stop date for the data shown.
Yes - and that is helpful for sure.
It would be nice to see this type of graph or information that showed all time at once to compare months or years.
This is a widget on the homepage - but cannot play with the date ranges etc.
In checking in with our team, it doesn’t sound like this is available within Cetec, although one idea would be to export the bookings report and put it in an Excel bar chart. Maybe that would get you closer?
I know that the Cetec ERP BI Platform is one option for this type of reporting. It’s also wrapped into the Enterprise support plan.
Let us know if you need more help on this!