This article explains the Executive Summary tab added to Project screen.
The Executive Summary allows you to manage sales, collection status, and progress for each projects.
* The Executive Summary tab can be viewed and edited by members with permissions at the Company Administrator level or higher, regardless of project permissions.
Financial Overview
Displays graphs showing Project Value, billed, and collected status registered in Executive Summary.
| Item | Description |
|---|---|
| Project Value | Displays the amount registered in the Project Value field on the Executive Summary tab. *The currency unit displayed reflects the settings in [Company Account Settings]] > [Currency Settings]. |
| Billed | Displays the total amount registered as Billed in the Billed/Collected field on the Executive Summary tab. The % indicates the percentage of Billed Amount relative to the projects value. |
| Collected | Displays the total amount registered as Collected in the Billed/Collected field on the Executive Summary tab. The % indicates the percentage of Collected Amount relative to the projects value. |
Comment
You can leave comments regarding project sales, collection, and other matters (up to 300 characters). The content entered here will also be displayed on the Company Dashboard.
Project Value
You can register the amount for the project. When registering, the entry date is automatically recorded along with the amount. If an amount has already been registered, entering a new amount will overwrite the existing one. Note that the information registered here will be aggregated and displayed on the Company Dashboard.
Billed / Collected
You can register information regarding billing and collection for the project. In this section, amounts related to billing and collection can be registered as a history record. Additionally, registered entries can be edited. Note that the information registered here will be aggregated and displayed on the Company Dashboard.
| Item | Description |
|---|---|
| Type | Specify "Billed" or "Collected". |
| Date | You can enter the date when the billing or collection was performed. |
| Amount | You can enter the amount billed or collected. *If [Company Account Settings] > [Currency Settings] are configured, the currency symbol will be displayed along with the amount. |
| Remarks | You can register invoice numbers or memos at the time of billing or collection. |