Percentage (number) of Invoices With Different Statuses
Percentage (Number) of invoices with different
statuses is a key performance indicator that shows the percentage % and the
amount of tasks associated with the invoices in different statuses: outstanding,
payable, invoices requiring special
payment, invoices under query, low value and electronic invoices and so on.
This KPI helps to perform your work more productively tracking
the status of each invoice/task.
If you need to calculate the percentage (number) of
invoices with different statuses, please follow the steps below:
- Create custom workflow with the invoice statuses
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses2.png)
- If
you need to view the percentage % or number of invoices with different
statuses per particular project, filter your to-do list by task group with
project tasks.
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses4.png)
- If
you need to view the percentage % or number of invoices with different
statuses per some time span, please set the appropriate filters on Task
List – Filters panel
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses6.png)
To view the percentage % of invoices with different
statuses please do the following:
- to group tasks by Status drag and drop column header "Status" to
the top of your task list
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses8.png)
- go to Charts panel and select the required diagram type, for
example, "Pie diagram"
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses10.png)
To view the number of invoices with
different statuses please do the following:
- Set filter by Status of invoice: Outstanding, Payable, Invoices
requiring special payment, Invoices under query, etc.
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses12.png)
- to
set footer to display the number of invoices with different statuses for a
given project or to-do list right
click under column "Status" and select "Count"
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses14.png)
Alternatively you can view the number of invoices with different statuses if
you group task list by column "Status" and click "Expand All" button
![](/images/tutorial/percentage-number-of-invoices-with-different-statuses16.png)
|
![](/bitrix/templates/tm_new/images/inner_only_49.gif) |
» VIP Task Manager Pro |
|
|
|
![](/bitrix/templates/tm_new/images/inner_only_53.gif) |
|