Mapping Tasks and KPIs to Features and Preferences

The Intelligent Close Manager displays tasks and KPIs based on the features and preferences enabled in your account. If a feature or preference isn't enabled, the associated tasks and KPIs don't appear in the portlet. For example, if the Exception Management feature is disabled, the Customer payment exceptions task doesn't appear.

The table below lists each task and KPI along with the feature or preference required to display it:

Required Features or Preferences	Tasks	Key Performance Indicators (KPIs)
Feature: Exception Management	Sales tab: Customer payment exceptions Invoice exceptions Spend tab: Vendor bill exceptions Missing vendor bills Vendor payment exceptions Missing vendor payments	Exceptions Exceptions on the Sales and Spend tab Exceptions are included in the Largest Outstanding Task when Exception Management is enabled.
Feature: In-Transit Payments	Spend tab: Vendor bills in transit Vendor payments in transit	-
Feature: Credit Card Payments Preference: Preserve Transactions When Payment Is On Hold	Sales tab: Customer payments on hold	-
Features: Project Management Charge-Based Billing	Sales tab: Project charges pending billing	-
Features: Subscription Billing Charge-Based Billing	Sales tab: Subscription charges pending billing	-

Related Topics:

• Intelligent Close Manager Overview
• Intelligent Close Manager Roles and Permissions
• Enabling the Intelligent Close Manager Feature
• Using the Intelligent Close Manager Dashboard Portlet
• KPIs in the Intelligent Close Manager Portlet

General Notices