The Syntesis centralizes key information about business activity, simplifying document management and providing an instant overview of the company’s overall performance.
Commercial document management
1. Quick Document Creation
A shortcut button, located on the right side of the screen, enables instant document creation without navigating to other sections.
2. Prioritization of key tasks
A dedicated section highlights elements that require immediate attention, along with associated actions:
Overdue invoices: Follow up with relevant customers.
Invoices nearing due date (within 15 days): Monitor due dates to anticipate payments.
Expired quotations: Reach out to prospects or customers to renew or update quotations.
Quotations nearing expiration: Track deadlines to prevent expiration.
Accepted quotations not yet invoiced: Quickly convert these quotes into invoices.
3. Quick access to recently modified documents
Recently updated documents are grouped in a dedicated section, allowing seamless resumption of ongoing tasks without time loss.
Tracking business indicators
1. Current situation analysis
Four performance indicators provide a concise overview of the company's commercial health:
Turnover for the current fiscal year, based on validated invoices.
Payments received during the same period.
Quotations awaiting invoicing.
Outstanding customer balance and upcoming deadlines:
Outstanding balances: Includes the total amount of validated unpaid invoices and credit notes.
Upcoming deadlines: Displays the total value of invoices due (excluding credit notes).
A clear indication highlights the proportion of overdue payments.
2. Customized statistical analysis
Three additional tools offer detailed insights over a customizable period:
Activity trend graph: Visual representation of turnover and payment trends through dynamic curves. Data visibility can be adjusted by enabling or disabling specific blocks in the legend.
Top Clients ranking: Identification of key contributors to revenue, with filters for Top 5, 10, or 20 customers.
Top Products or Categories analysis: Highlights the products or services generating the highest revenue, with similar display adjustment options
User performance by revenue generated: Ranks users based on the revenue they have generated.
The consultation period can be adjusted using a date selector above these elements.
⚠️ Note: The main indicators (turnover, payments received, quotations, outstanding balance) remain fixed on the current situation, regardless of the date range selected for other statistics.