Defining Data Sets in Business Intel Goals

Signed Energy Contracts - QuantityA guide for effectively utilizing Business Intel Data Sets when creating Goals.

Primary Audience: All Internal Users

When creating Business Intel Goals, there are various Goal Type options to choose from. To access the options while creating a new Goal, click the "Select Goal Type" dropdown.

Below is a table with simple descriptions of each Goal Type, designed to help you 

navigate the goal creation process effectively.

Data Set	Description
Sales - Amount($)	All active invoices
Sales - Quantity	All active invoices
Sales, Prepay & Bookings - Amount ($) [For Tronia: Sales & All Work Orders ($)]	All active invoices, and paid and unpaid bookings that are not invoiced [For Tronia: All active invoices, and paid and unpaid work orders]
Sales, Prepay & Bookings - Quantity [For Tronia: Sales & All Work Orders - Quantity]	All active invoices, and paid and unpaid bookings that are not invoiced [For Tronia: All active invoices, and paid and unpaid work orders]
Sales & Prepay - Amount ($) [For Tronia: Sales & Paid Work Orders - Amount $]	All active invoices & Paid bookings that are not invoiced [For Tronia: All active invoices, and paid work orders that are not invoiced]
Sales & Prepay - Quantity [For Tronia: Sales & Paid Work Orders - Quantity]	All active invoices & Paid bookings that are not invoiced [For Tronia: All active invoices, and paid work orders that are not invoiced]
Sales & Bookings - Amount ($)	All active invoices and unpaid bookings that are not invoiced
Sales & Bookings - Quantity	All active invoices and unpaid bookings that are not invoiced
Prepay - Amount ($)  [For Tronia: Work Orders (Paid) - Amount ($)]	Paid Bookings that have not been invoiced [For Tronia: Paid Work Orders that have not been invoiced]
Prepay - Quantity [For Tronia: Work Orders (Paid) - Quantity]	Paid Bookings that have not been invoiced [For Tronia: Paid Work Orders that have not been invoiced]
Bookings - Amount ($)	All unpaid bookings that are not invoiced
Bookings - Quantity	All unpaid bookings that are not invoiced
Prepay & Bookings - Amount ($) [For Tronia: Work Orders (All) - Amount ($)]	All Bookings that have not been invoiced [For Tronia: All Work Orders that have not been invoiced]
Prepay & Bookings - Quantity [For Tronia: Work Orders (All) - Quantity]	All Bookings that have not been invoiced [For Tronia: All Work Orders that have not been invoiced]
Plans Shared	Number of Plans shared from within the platform with the custome
Quotes Sent	Number of Quotes approved or Ordered
Order Placed	Number of Orders that are either Approved, Completed, Pending Payment, Partially Paid, or Received
Notes Created	All notes created by internal users
Grain Contracts Signed	Number of signed grain contracts within the platform
Bushels Bought - Quantity	Number of grain bushels on Contracts in the platfor
Bushels Delivered - Quantity	Number of grain bushels from scale tickets in the portal
Energy Contracts Sent	Number of energy contracts sent to customers in the portal
Energy Contracts Signed	Number of signed energy contracts within the platform
Energy Sales & Signed Contracts - Amount ($)	All energy deliveries + signed energy contracts within the platform
Energy Sales & Signed Contracts - Quantity	All energy deliveries + signed energy contracts within the platform
Signed Energy Contracts - Amount ($)	All signed energy contracts within the platform
Signed Energy Contracts - Quantity	All signed energy contracts within the platform

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