Revenue statistics by customer and number of sales per product

Revenue statistics by customer and number of sales per product

9 May 2019

We’ve just introduced new statistics on the dashboard.

You can now view your five best customers and your five best-selling products.

We’ve also added a pie chart that allows you to identify at a glance where your best customers stand as a percentage of your total revenue.

But that’s not all! To take things even further with statistics, a “See more” button allows you to display all of your best customers or all of your best-selling products. You can then filter the displayed information and export it in CSV format. This feature is ideal if you want to send a targeted newsletter to your X best customers, for example.

Revenue statistics by customer and number of sales by product

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Two new roles for salespeople

We’ve just added two new roles allowing you to assign users as salespeople.

The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.

Share your invoices and quotes even more easily

It’s never been easier to share your invoices and quotes with Toolcie. We’ve just added a feature that allows you to share your documents via a link. This feature can be used in place of a traditional PDF document.

Software certified for the VAT Fraud Prevention Law

If your company is based in France, you are undoubtedly aware that since January 1, 2018, you are obligated to use checkout software that complies with and is certified under the VAT Fraud Prevention Law (“Loi Anti-Fraude à la TVA”, Art. 88 of the 2016 French Finance Law).