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Total and Average Order Size

Total and Average Order Size
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Total and Average Order Size

Total and Average Order Size

    Total and average order size is a customer key performance indicator that shows total and average amount spent by a customer per order. This KPI helps estimate the company’s profitability.

    If you need to calculate total and average order size, please do the following:

  • Create custom field "Order Size":
  • Go to: Tools/Custom fields and press "Ins" button
  • In "Title" field enter "Order Size"
  • In "Code" field enter "cf_order_size"
  • In "Type" field select "Currency" and click "Ok" button
  • Total and Average Order Size

  • If you need to view total or average order size per particular project on Task List, filter your to-do list by task group with project tasks.
  • Total and Average Order Size

  • If you need to view the value of this KPI per particular period of time or customer, set appropriate filter
  • Total and Average Order Size

  • Set footer:
    • right click under column "Order Size"
    • select "Sum" to display the total order size for a given project or to-do list
  • Total and Average Order Size

  • select "Average" to display the average order size for a given project or to-do list
  • Total and Average Order Size

    If you need to view the total or average order size on Task Tree, please follow the steps below:

  • On Task Tree select root task group and select "Custom fields options"
  • Total and Average Order Size

  • To enable the displaying of the total or average order size select custom field "Order Size",  do the following:
    • select Enable
    • check "Aggregated" (for task group)
    • to display the total order size select "Sum" and the custom field name "Order Size"
  • Total and Average Order Size

  • to display average order size select "Average"
  • Total and Average Order Size

  • Select task group for which you need to view the total or average order size, right click and select "Custom fields options"
  • Total and Average Order Size

  • Select custom field "Order Size" and select the option "Enable by parent".
  • Total and Average Order Size

    Total and Average Order Size

            Total order size per project on Task Tree

    Total and Average Order Size

          Average order size per project on Task Tree


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