No. 754. February 28, 2025

ebroker: Portfolio control – FORECAST and RECEPTION views

ebroker, allows you to perform a control over the forecast and reception of your portfolio.

Two of the views available at the top right of the module Management control > Portfolio control are Forecast y Reception.

  • The vista Forecast will show what it is portfolio forecast for the time interval and companies that you report in the filters at the bottom of the module. This view will show the policies that should receive a receipt in the reported month, regardless of whether or not it is integrated into your ERP.
  • The vista Reception will locate all those policies whose receipt for the month indicated in the filters has not been integrated into your ERP. In certain cases, some policies may show incidents, which will be recognized by the warning icon in the first column. These incidents appear when there is a valid receipt in that period, but it does not appear with the expected date.

 You just have to go to ...

Management control > Portfolio control

 

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