BSC
BSC (Balanced Scorecard) is a performance measure report used to identify, improve and control various functions of a business and their resulting outputs. Balanced Scorecard considers non-financial data as well as financial data and presents items that are not included in the balance sheets or income-expense statements in the report.
Path: BI - Reports > Standard Reports > CRM > Sales and Marketing > Sales Opportunities > BSC Report
Note: On the detail screen of Corporate Accounts and Individual Accounts The client's BSC report can be accessed from the top right.
Other data to be reported along with the financial evaluation, meetings held for or with the customer, labor costs spent on the customer, opportunities managed for the customer, offers given to the customer, orders received from the customer, sales invoices issued for the customer and the product/product group of these sales, etc.

Member: Select the current person whose information will be fetched.
Chart Type: The report view can be changed by selecting Pie or Bar from this field.
Branch: Select which branches the report will be brought to.
From the boxes here, you can select the ones whose information you want to see, or select the "All" box to select all boxes. A report can be generated by selecting
The "Search" button can be clicked by specifying the date range, so that all information about the client in the system will be displayed in this way.
For example; Let's prepare the BSC report along with the Financial Summary as a pie chart type according to the Purchase and Sales Invoices:

Now that the missing areas are seen with the help of this report, responsible people in the finance, sales and purchasing departments can be informed.
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2.2.1.8. Customer-Supplier Accounting Periods
The accounting period is the period between the start and completion of the accounting process. Independent commercial relationships can be carried out with customers or suppliers by associating them with more than one accounting period and group company.
2.2.1.4.1. Corporate Account Contact Persons
Customer-Supplier module functions are used to record potential customers and suppliers with which an institution wants to have a relationship, to recognize interlocutors, and to track all relationships and communications with customers and suppliers.
2.2.1.5. Individual Accounts
Individual Account Management is used to manage customers who are not affiliated with a specific institution and to whom individual sales are made.
Corporate Accounts
It offers the opportunity to see and manage all information about a corporate member together. Customer, supplier etc. It is used as the management center for business, communication and relations with all companies and institutions with which we have commercial relations.
2.2.1.9. Customer-Supplier Member Information
Members have an add, update and member information screen. Member information page is the page that contains comprehensive and detailed information about the corporate member. Member information is located at the top right of the corporate member's detail.
Group Risk - Debt Credit Summary
الوظيفة المضافة/المعدلة: تمت إضافة مخاطر المجموعة إلى تخطيط موارد المؤسسات (ERP) > توزيع المبيعات > العملاء والموردين > تفاصيل وظيفة أعمال حسابات الشركات.
الفائدة: يُظهر تفاصيل الخصم والائتمان لحسابات الشركات المُدارة في Workcube على أساس الشركة. تتيح لك هذه الميزة، التي تأتي مع مربع السحب مع رابط مخاطر المجموعة المضاف إلى قوائم علامة التبويب "حساب الشركة" و"BSC" و"المشترك"، إمكانية الوصول بسرعة إلى تفاصيل المستحقات المدينة للشركات الأخرى في مجموعتك فيما يتعلق بالعضو ذي الصلة.