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XTRF Business Barometer Documentation

Card types

The listed cards are of a different nature and offer you different options.

  • Comparative statistics cards (for example, Trends in client quotes/projects total value). On such cards, you can check which clients brought the most or the least quotes or the project's total value during the selected periods. The table columns show the associated data for the listed clients:

    • % share of all quotes'/projects' total value for the selected period.

    • Change - the volume of change compared to the previous period, displayed in:

      • your base system currency.

      • percentage.

    • Value of the quotes/projects added during the selected period.

Quotes1.png

Use the dropdowns on the top right-hand corner to sort the results in increasing or decreasing order.

  • Graph cards (for example, Total number of projects, Quotes acceptance rate, Total value of projects from top clients, etc.). On such cards, you can check the specific numbers related to quotes, projects, or clients during the selected period. Above the graph, you can see some comparative statistics of current and previous periods. On the graph, you can check the corresponding trend.

Projects2.png

  • Comparison graph cards (for example, Trends in projects total margin per client, Trends in projects per language, Trends in quotes total value per specialisation). On such cards, you can display trends for selected clients, languages, or specializations on a comparison graph. To select the clients, languages, or specializations to display, select the checkboxes in the table below the graph.

Quotes5.png

You can select up to five checkboxes. To display more lines, select the 10 rows option from the dropdown in the left-hand bottom corner of the card.

  • Info card (The most valuable clients). It displays the list of five clients that brought you the most valuable projects during the selected period, along with the revenue numbers and their share in total revenue.

Clients_info.png