Settings - KPI Data Source

Settings - KPI Data Source

KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel.

  1. Touch the Utilities Icon

  1. Touch Settings 


To Change the Data Source
  1. Touch Sales KPI Data Source

If you have selected a Fiscal Year data source, you can change the start date of the year

To change the start month
  1. Touch Fiscal Year Start Month
To change the start day
  1. Touch Fiscal Year Start Day



If Data Source is selected, you can choose between the following options

  1. Sales Order - this will calculate sales KPI's using the Sales Orders stored on the device (it will operate using the calendar year)
  2. Sales Order Fiscal - this will calculate sales KPI's using the Sales Orders stored on the device (it will operate using the fiscal year settings)
  3. Associated Orders - this will calculate sales KPI's using the Associated Orders i.e. Invoices, stored on the device (it will operate using the calendar year)
  4. Associated Order Fiscal - this will calculate sales KPI's using the Associated Orders stored on the device (it will operate using the fiscal year settings)
  5. Don't Show - this will now provide any KPI data

Fiscal year start settings can also be set for your country





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