View Customers by Credit Limit
Forecast.Live gives the Finance team a better way to view Customer Overdue information.
Click on the Customers tab, on the left hand menu:
Once your Customer table is displayed, you can Customise your view:
You can sort, group, filter and choose columns to suit. Try it out:
Once you're happy with your view, let's look at viewing information by Credit Limit.
Drag the Credit Limit column to the Grouping bar.
Credit Limit column not showing? Right click on a column heading and scroll down to Column Chooser, and add.
And there you have it: