Recipes by team

Give me the sales briefing: quotations sent this week, those awaiting an answer for more than 7 days, and orders confirmed since Monday with their amounts.

Which quotations above €5,000 are still draft or sent for more than 15 days? Give me the customer, the amount, the date and the salesperson.

Break down this quarter's confirmed order amounts by salesperson, and compare with the previous quarter.

Give me the full picture for customer Example Ltd: contact details, revenue over the last 12 months, open orders, unpaid invoices and the last recorded activity.

Add a reminder activity in 3 days on quotation S00042, assigned to the customer's salesperson, with the subject "Quotation follow-up".

List overdue unpaid customer invoices, sorted by age, with the customer, the amount still due and the number of days overdue.

Break down customer outstanding by age bracket: under 30 days, 30 to 60, 60 to 90, over 90.

Give me the five customers with the highest outstanding balance, and generate each one's account statement PDF.

I have four vendor bills to record, can you digitize them for me?

Are there any validated customer invoices this month with no associated sales order? List them with the amount and the customer.

Which purchase orders are confirmed but not yet received, and what is their expected delivery date?

Which suppliers have orders whose expected receipt date has passed? Give the number of days late and the amount involved.

Break down this year's purchases by supplier, and give me the top ten.

Which products have an available quantity below their minimum stock? Give the product, the quantity on hand, the minimum, and any open purchase orders for that product.

Which transfers are scheduled for today and which ones are late? Group by warehouse.

Which products have had no stock movement for 6 months while still being in stock? Give the quantity and the value.

Validate receipt WH/IN/00123.

Give me the monthly picture: invoiced revenue, comparison with the previous month and with the same month last year, number of new orders, customer outstanding and unbilled backlog.

Give me invoiced revenue month by month over the last 24 months.

Break down this year's revenue by product category, as a percentage of the total.

What share of my annual revenue do my top ten customers represent?

Which time-off requests are approved for the next four weeks? Group by department and flag the periods where more than two people from the same department are away.

Which expense reports are awaiting validation, for how long, and for what amount?

For each ongoing project: the number of open tasks, those overdue, and the hours logged compared with the hours sold.

Which tasks have had no activity for more than 14 days and are neither done nor cancelled?