How to customize the Global view?

Entry point of your My DSO Manager account, the Global view allows you to instantly view the situation of your customers receivable.

Real cockpit for managing your cash, risk and customer relationship, the Global view is customizable by each user, so that everyone can focus on achieving their objectives.



Click on the icon visible near the Global view tab to customize it:



Decide on the key indicators reports to display, their order with drag and drop function, and filter the view by clients groups, on your customers portfolio or on the customers customs fields:



You can use custom/analytical items fields, as well as the « Associated with customer » field, as filter criteria for all integrated reports :



Among the new features, The Global View is now available for sales roles whose viewing scope is restricted to their customers.

Each user's filter preferences for The Global View can be saved!