Overview
See overview items including graphics for the customer. Set all details specific to customer including bundles, locations, and documents.
The customer overview feature has a lot of useful information.
Customer Specific Statistics
- Total appointments
- Total Income
- Total Expense (interpreter earnings)
- Total Profit (income minus expense)
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Appointment Graph:
- Blue line of appointments per month
- Gray line of unbilled appointments per month
- Green bars of profit per month
- Appointment Status Pie: See a pie chart of the different status for that customer to gain insight on how appointments resolution for that customer.
