V 1.4.3

New Features/Improvements

Below is a complete listing of the new features included in this version

New Flightdeck Data Filter Period

Additional Sales Flightdeck Metrics

We've added a number of new KPIs and sales metric breakouts to the Sales Flightdeck dashboard

Cash/Charge Breakdown

Additional breakouts of Cash and Charge totals have been added to the top sales panel switcher in addition to Online/In-Store

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Monthly Sales Breakdown

A breakdown of sales, by month, for the past 12 months. The graph compares the past 12 to the previous 12 by month and stacks in-store and online sales

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Sales By Sales Rep

A new bar graph to display sales by sales rep for the period selected in the filters

Account-Based Metrics

New tiles reporting number of active customers, number of new customers and the current average days of receivables.

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Additional Inventory Flightdeck Metrics

All new metrics in the inventory dashboard will update based off of the values entered in the data filters.

Past 12 Month Inventory Value

A graph has been added to display trends in average inventory value over the past 12 months.

Aged Inventory Summary

We've added in a new 'Aged Inventory Summary' panel to give you quick visibility of your inventory aging, up to 3 years. This panel also reacts to the filters you have set for your inventory Flightdeck.

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Historic Graphed Metrics

We've added in 4 new graphs to show historic trends in:

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Additional Summary KPI Panel

We've also added in another summary panel of inventory metrics for the previous 12 months

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This panel includes:

Updates to Low Stock Table

Also in your Inventory Flightdeck dashboard, we have added 2 new columns to the Low Stock table

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More Custom Report Fields

Aggregate Fields

We have added a number of new aggregate fields to the custom reports:

New Type of Aggregate Field

We have added a new Historic Sales group of fields, which include a number of segmented total values

These fields still adhere to the date range filter, so to get accurate values you must select a date range that would include the selected dates. For example, to get 'Total Sales - 3 Year', your date range must go back over 3 years.

Additional Sales Fields

Additional Customer Fields

ALL Inventory Fields

We have also added in all fields found within the COUNTERPOINT inventory. This includes all fields present in the product maintenance screen within Counterpoint

Field Descriptions

We have made a number of updates to the summary / aggregate field descriptions to better identify their data and use.

Custom Report Enhancements

New Filters

Custom reports now have the ability to add a 'Not Equal To', 'Is One Of' or 'Is NOT One Of' filter

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This new feature also extends to allowing users to filter on 'not empty' or 'empty', by entering a space in the Value field.

User Specific Reports

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Web Report Enhancements

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New Prebuilt Reports

Historic Inventory Predefined Report Update

General Predefined Report Enhancements

Monthly Inventory Quantity Tracking

In addition to tracking the monthly inventory valuation, we will now also be tracking monthly onhand totals by category. The historic reporting on this will be available in a future release

CPMailer Enhancements

CounterCRM Enhancements

CounterCRM Changes

QuickDial Enhancements

Bug Fixes


Revision #35
Created 26 May 2022 23:07:07 by Jim
Updated 24 April 2023 21:05:59 by Jim