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Ken Norvell

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Activity overview

Latest activity by Ken Norvell
  • Ken Norvell created an article,

    Business Insights Release Notes

    RELEASE SUMMARY V22.10 (Release October 2022) Income Detail report, part of the Profitability Collection, has been formatted in the newest version of the report Designer. The updates to the formatt...

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  • Ken Norvell created an article,

    Invoice Detail from Customer Performance

    Invoice Detail is available for display from these dashboards: Sales Overview Sales Overview My Job Types  Customer Performance Click on the Invoice in the Show Detail report and this will direct...

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  • Ken Norvell created an article,

    Product Overview My Job Types

    Premium Dashboard This dashboard provides an overview of a company's sales revenue and gross margin for products. The Primary products filter is checked by default consisting of typical flooring pr...

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  • Ken Norvell created an article,

    Invoice Detail from Style

    Invoice Detail from Style is available for display from Invoice List from Style dashboard. Click on  InvNum in the list to be directed to the dashboard. Click on the Invoice in the Order Detail re...

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  • Ken Norvell created an article,

    Quotes Overview My Job Type

    This dashboard provides the quotes performance overview for My Job Type and the option to filter by 'My Job Type'.  My Job Type is the job type defined in RFMS.  This is a separate filter from BI J...

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  • Ken Norvell created an article,

    Invoice Detail from Color

    Invoice Detail from Color is available for display from Invoice List from Color dashboard. Click on  InvNum in the list to be directed to the dashboard. Click on the Invoice in the Order Detail re...

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  • Ken Norvell created an article,

    Bids Overview My Job Types

    Premium Dashboard This dashboard provides the bids performance overview for My Job Type and the option to filter by 'My Job Type'.  My Job Type is the job type defined in RFMS. This is a separate f...

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  • Ken Norvell created an article,

    Invoice Detail from Sales Overview

    Invoice Detail is available for display from these dashboards: Sales Overview Sales Overview My Job Types  Customer Performance Click on the Invoice in the Show Detail report and this will direct...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ken Norvell created an article,

    Sales Overview My Job Type

    This dashboard provides an overview of a company's performance of all stores allows filtering by 'My Job Type' based on Net Sales and Gross Margin.  The Dashboard does not contain Benchmarking. My...

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  • Ken Norvell created an article,

    Issues with iOS version 14

      Apple has made a change on iOS version 14 and up that requires your browser to allow for Cross-Site Tracking in order for Business Insights to load successfully. To change this setting in your br...

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