Topics
Controlling
Reports and key figures.
12 articles
For users
4 articles
- Ticket reports How-to Ticket report and Ticket analysis – list all tickets in four views and analyse them by assignee, customer or project.
- Working with reports: filter and export How-to The shared operating concept of all Controlling reports: quick filters, the filter modal, Split/Aggregate/Show, report settings, drill-down, export and bookmarks.
- CRM & sales reports How-to Sales opportunity analysis, Sales opportunities, CRM analysis, Customer analysis and Activity analysis – analysing the pipeline, customer profitability and sales activities.
- Employee reports How-to Working time analysis, Working days and Capacity analysis as well as Employee data, Employee analysis, Commissions and Leave – working time, utilisation and the contribution of employees.
For advanced users
3 articles
- Financial reports How-to Finance analysis, Invoicing analysis, Invoice line items, Future revenue, Post-calculation as well as Cost analysis and Cost items – what comes in and goes out.
- Other reports How-to The Area/category analysis as a five-dimensional pivot analysis and the Ad-hoc report as automatic email dispatch.
- Project reports How-to Project times, Project time analysis and Project analysis – what has been worked on in projects and how they stand financially.
Set up & manage
1 articles
For decision-makers
2 articles
- Cost accounting (KLR) Concept The model behind cost category, cost centre and cost object – how teamspace allocates costs rule-based and where the limits lie.
- Project controlling methods Concept The mental model behind the figures: planned/actual comparison, earned value analysis, the traffic-light method, milestone trend analysis and contribution margin – and how teamspace implements them.
Reference
1 articles