CRM Dashboard & Reporting

Once viewing your CRM Dashboard, click Manage Widgets to add or remove widgets as needed.

To view the CRM Dashboard, use the following steps below:

Customers → Dashboard

The following widgets are available to include on your CRM Dashboard within Striven:

• A/R Aging: Displays a graphical view of how much is owed to your Company by Customers along with how late these Payments are. Additional settings include the ability to filter for specific Customers to adjust the report accordingly. A quick link to the A/R Aging Report is also included within the A/R Aging Widget.
• A/R Summary: Displays how much has been invoiced to your Customers for a given date range, along with how much has been paid and credited. A filter is available to change the date range you would like to report on for the A/R Summary. Additional settings include filtering based on Customers in order to see the A/R Summary of a particular list of Customers as needed.
• Invoices: Displays visually what balance is past due compared to what balance is current. A sum of open Credits and open Payments will also be displayed within the widget. Additional settings for this widget allow you to filter for Customers in order to view the Invoice Summary for a particular list of Customers as needed.
• Top Customer Revenue: Allows you to see which of your Customers have contributed to your revenue the most. A drop down is available to select a date period in order to adjust the report accordingly.
• Add Customer: Allows you to quickly access the link to add a new Customer, Contact, Opportunity, Sales Order, Invoice, Payment, or Asset right from your Dashboard without having to navigate away from the page. A quick link to import Customers is available from this widget as well.
• Opportunities: Allows you to see at a glance how many Opportunities you have in each status. A filter is available to narrow down which statuses you would like displayed in the widget. You can also determine if you would like to include in this widget all Opportunities, ones that are assigned to you, or by selecting a specific Employee.
• Recent Contacts: Lists the Contacts that you have most recently viewed. By hovering over a Contact in this list a few actions can be taken:
  • Pin the Contact so they will always be listed within this widget at the top of the list.
  • Remove the Contact if you do not wish for them to remain within the recent Contacts widget.
  • A quick link to see who has viewed the Contact, the direct link to share, and more quick links are available by hovering over the Contact’s name.
• Recent Customers: Lists the Customers that you have most recently viewed. By hovering over a Customer’s name in this list a few actions can be taken:
  • Pin the Customer so they will always have that Account at the top of the recent widget.
  • Remove the Customer if you do not wish for them to remain within the recent Customers widget.
  • A quick link to see who has viewed the Account, the direct link to share, and more quick links are available by hovering over the Customer’s name.
• Referral Sources: Displays how many Customers and Prospects have been entered into your system, separated out based on what referral source is set at the Customer level. A drop-down menu is available to adjust the date period range you wish to have displayed in the chart.

The Item Profitability Report is a useful report that calculates how well an Item is selling along with the cost associated. Information such as the average price of an Item, percent of sales an Item is making up, average cost of an Item, along with the profit and profit percent. A sorting option is available to easily sort by information such as the Item, profit percent, quantity, amount, and cost. Clicking into any columns of the report will bring you to a detailed version to gain more insight as to what is making up the total on the report.

To utilize the Item Profitability Report use the following steps below:

Reports → Sales → Item Profitability

The Sales Order Status Report is a great way to view the status of selected Sales Orders along with totals for the amounts invoiced, credited but not yet invoiced, along with days before or after the Target Date and days past the Sales Order approval. A yellow or red label will appear to the left of the Invoice if the Sales Order is associated with an open or past due Invoice.

To utilize the Sales Order Status Report, please use the following steps:

Reports → Sales → Order Status

The Sales Order Profitability Report provides a clear view of the profitability of individual Sales Orders, including key metrics like profit, profit percentage, and profit margin. Quick links to Sales Orders and Customers streamline access to related information. Drill-down links for revenue and expense totals provide deeper insights into the underlying data. Review the information below to learn more about what information is available with the Sales Order Profitability report.

To utilize the Sales Order Profitability Report, please use the following steps:

Reports → Sales→ Sales Order Profitability

Configure Report

As mentioned above, clicking the Configure button located at the top of the Sales Order Profitability Report will allow the user to narrow down what type of expenses should be included in the calculations of the report. Review below which expenses can be toggled on or off when reporting on the profitability of an order.

Sales Order Profitability Statement

Access the Sales Order Profitability Statement by clicking on the number listed in the Profit column when viewing the Sales Order Profitability Report. This page will display profitability information such as the Revenue, Expenses, with a calculated Profitability. A detailed list of Transactions related to the Sales Order is shown with an option to Group By Item. Review the information included within this report below:

There are two views available for the details of the Sales Order Profitability Statement. By default, the report will show a list of Transactions related to the Sales Order with an additional option to Group By Item.

Relating Transactions to Sales Orders

As mentioned above, the Sales Order Profitability is calculated based on Transactions and Timesheets that have been related to the Sales Order. Review below on how to set this relationship to the related Sales Order in order to gain the most insight into the profitability.

Accounts Receivable Transactions

AR Type Transactions that can be related to a Sales Order include Invoices, Sales Receipts, and Credit Memos. When entering these types of Transactions in Striven a Sales Order field is available when filling information into the Transaction. Once a Customer has been selected on the Transaction, the Sales Order field will filter so only the Customer’s orders are available to choose. Sales Orders that have the status of Incomplete, Quoted, Pending Approval, Declined, Approved, In Progress, or Completed will be available to select in this field. Sales Orders that have the Canceled or Lost status will not be available for selection when adding an AR Type Transaction.

Purchase Orders and Accounts Payable Transactions

Sales Orders can be related to Purchase Orders and AP Type Transactions, such as Bills, Bill Credits, Checks, Credit Card Charges, and Credit Card Refunds, through each line Item that is listed within the PO or Transaction. For each line Item, you will first need to select the Customer in the Select Customer field. Once the Customer is selected, a field will appear for Select Sales Order which will list the Customer’s Orders that are in one of the following statuses: Incomplete, Quoted, Pending Approval, Approved, In Progress, Completed. Sales Orders that are in a status of Declined, Canceled, or Lost will not be available to select in this field.

Note: The Select Customer and Select Sales Order fields are available when using both the Expenses and Items tabs when creating an AP Type Transaction.

Timesheets and Time Entries

When entering a Time Entry in Striven, a field for Customer is available in order to relate the time to a specific client. Once a Customer has been selected on the Time Entry, an additional field will appear for the Sales Order. Sales Orders with the status of Incomplete, Quoted, Pending Approval, Approved, In Progress, or Completed will be available to select for Time Entries. A Sales Order is not selectable on a Time Entry if it is set to Declined, Canceled, or Lost.

When using the Timesheets page, Sales Orders can be related to each line entered if the Time Entry Type is set to Sales Order or Task.

When using the Add Time button available at the top of a Sales Order, the Customer and Sales Order will pre-fill on the Time Entry that can be created.

The Opportunity Report is a built-in report that allows you to filter data regarding Opportunities and export to different formats. You can easily view which industries and referral sources are leading to your most valuable Customers. The insights gained will give you a better idea of where to budget the marketing dollars for your Company.

You can also gauge how long each Lead was in the system. Patterns between the Opportunities that take the shortest and longest amount of time to close can help plan for future Opportunities better.

To utilize the Opportunity Report, please use the following steps:

Reports → Sales → Opportunity

The Customer Category Report is a great way to get an idea of what the close-ratio is for Customers per Category set at the Customer level. This report will display the number of Leads per Category as well as a column for how many of the Customers converted to have a Customer/Vendor Since date. This information is then calculated to show the close-ratio per Customer Category in a percentage form.

To utilize the Customer Category Report, please follow these steps:

Reports → Sales → Customer Category