Cockpit

The Cockpit contains a summary of customer data, including turnover, sales and service details. Clicking an item (such as objects) in the cockpit will display more details (the objects for this customer). Use the toolbar at the top of the form to change the contract versions and turnover type to be displayed.

Isah CRM retrieves the Invoiced turnover from the invoices created in Isah.

Use the toolbar at the top of the form to change the turnover type, or to display the final turnover, the period turnover, or both types of turnover.

The budget fields contain values that are filled in only if you have set KPIs for them in Isah and you have specified these KPIs in the Isah Configuration tool.

Current offers are the offers for this customer with an 'Offer' status; current orders are all orders for this customer with an 'Order' status. Quantities and sums are added up and shown in the corresponding columns. Current contracts are the sales contracts registered for this customer in Isah that are valid on the current date and that have not yet expired.
The weighted value of an offer is the offer sum times the scoring percentage of this offer.
The outstanding value of the sales contracts is the total value of the current contracts for this customer minus the sums of all sales lines with an 'Order' status that belong to a sales contract for this customer.
The budget intake value is filled in only if you have set a KPI for it in Isah and you have specified this KPI in the Isah Configuration tool. The order intake value comes from the sales invoices.

The outstanding and expired items and the remaining credit are filled in only if Isah is integrated with a financial application. Only then Isah can retrieve the relevant data.
The credit limit is retrieved straight from the Customers form in Isah. To calculate the remaining credit, the credit limit is reduced by the open items.

Use the Relationship Management option to display information about the messages and actions registered for this customer. Open actions are all actions that are not yet finalized. The form also displays some of the messages that were registered for this customer in Isah this year and last year.

The number of objects represents the number of objects registered in Isah for which the selected customer was specified (under the Customers button).
The data to the right of the Contracts field only relate to the contract versions indicated on the toolbar. For example, if the option is set to 'Historical service contract versions', the Quantity column only shows the service contracts with historical contract versions, and the Sum column only contains the total sum of these historical contract versions.

Use the toolbar at the top of the form to change the service contract versions to be displayed. You can choose to show only the current versions, both the current and the future versions, the historical versions, or all versions.

The current contracts indicate how many service contracts there are for the selected customer. One service contract can have multiple service contract versions. For the Sum column, the sums from all service contract versions are added up.
The number of messages relates to the service messages for this customer.

Tip: Data with a white background do not have any underlying information. If a line has a different background color, click it to display more information.

	Use this toolbar option to choose the service contract versions you want to be displayed in the cockpit: only current contracts, current and future contracts, historical contracts, or all contracts. This setting affects the contents of the Contracts and Outstanding value fields. The contract quantity, the contract sum, the outstanding contract quantity, and the outstanding contract sum are added up for all service contracts that match your chosen setting. If you choose 'Current service contract versions', for example, you will see only the sums and quantities of the current contract versions.
	Use this option to choose the turnover data you want to be displayed in the cockpit: the final turnover, the period turnover, or both. This setting affects the contents of the turnover fields. If you choose 'Period turnover', for example, then the sums in the cockpit only relate to period data.
	Click this icon to add a message. You can add one or more actions to a message.
	Click this icon to add an action. To save the action and add a new action straight away, click this icon again after you have filled in the action details.
	After you save the message and any associated actions by clicking this icon, you will be returned to the cockpit.