The more precise these actions are, the more accurate data you will have.
Monthly closing of books: A monthly closing of books and accounting ensures a frequently precise picture in Metriks.
Accounts for Costs: Ensure that separate accounts are made so the sales and marketing costs can be grouped in relevant accounts. Ensure that sales and marketing salaries are split into own accounts if these are relevant customer acquisition costs (they often are).
Periodisation: Ensure that sales and marketing costs are booked in the relevant periods, to consider reasonable alignment with customer acquisitions. There might be deviations, in which case you should look at the average lines of e-conomic or analyze a wider period.
Products: Creation of products is key to keeping track in Metriks. Consider carefully creating products for each service or product to your customer, where the length and buy-frequency of the service or product should be uniform within each product number. Ensure regular housekeeping of your product numbers.
Product Groups: Think strategically about creating product groups with sales and marketing, so the groups can be used to create an overview of the overall development.
Customer: Creation of customer profiles aligned with sales and marketings customer tracking, so the activity of the customers can be traced.
Customer Groups: Think strategically about creating customer groups with sales and marketing, so the groups can be used to create an overview of the overall development.
Invoicing: Ensures that invoicing is done at the right time. Ensure that invoices are done with the correct specification of products, to ensure precise analytics.
Discounts: When discounts are applied – connect these to a product group rather than using general discounts.
Creditnotes: Creditnotes should mirror the invoices so credits can be applied on individual products, not only overall.