Your orders
What actually happened to each order, from planned to paid. Move a card when it moves in the world.
From planned to paid
0 orders and invoicesEvery card names its month. A month that has passed keeps its name. Each move is checked again, month by month. You can also drag a card to the column it moves to.
There is no plan for these figures yet, so there is no order to log.
Planned 0
Nothing here.
Placed 0
Nothing here.
On the water 0
Nothing here.
Landed 0
Nothing here.
Customers owe 0
Nothing here.
Paid 0
Nothing here.
On a phone the board scrolls sideways, one column at a time.
Log what happened
Say how often you log, then log your first period.
Record each period as it closes: what each product sold, what it cost, what is left, and your cash. Logging does not change your plan. It is what the plan and your targets are measured against.
How often you log
Say how often you log: each week or each month. Nothing can be logged until you do.
Logged so far
Cash at the end of each period, as you logged it.
Nothing logged yet.
Check a past deal
Pick the month a deal started and tell TDE what happened. It puts the plan it would have given you then beside what happened, in pounds.
Against target
No target stated yet.
The difference is actual minus target for one month. It is shown only where you stated a target and logged what happened.
State a target
A target is what you aim for. Each month is compared with it once the month has closed.
State other targets: profit, cash, margin, or a product's
Pick the first and last month, type the figures you aim for, and save. A month you have already stated changes only for the figures you type again.
Revenue, gross margin and gross profit describe one thing. State two and the third is worked out for you and marked so; state all three and they must agree.
The order log
Every event on every order, each in its own month.
No order is in the plan yet.
Plan beside what happened
What the plan said each month, what you ordered, and what the difference cost.
Nothing to set beside the plan yet. A row fills in once you have seen a plan in a month.
Orders already on the water
Orders you placed before TDE planned them. Each arrives and is paid in the month you choose.
Bring an order file in
A CSV from your stock system or spreadsheet. Nothing is saved until you choose.A CSV file of your orders. Each row is shown back to you, and nothing is saved until you say.