Organisation Performance
How each client organisation performs.
Overview
Organisation performance shows, for each organisation, the delegates sent and trained, revenue, amount collected and outstanding, its share of event costs and profit. An organisation’s cost is what was charged to it directly plus its share of the shared cost.
When to use organisation performance
- You review key accounts.
Step by step
In the CPD Training module open Reports in the green navigation bar, then choose Organisation Performance under Marketing Reports.
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Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: Standard, Spreadsheet, CSV, All clients.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.reports.read
- hospitality.report.read