The first week of each month, CoreBridge automatically sends a Usage Email to all active administrators. The email provides a snapshot of key data points from your CoreBridge usage during the previous calendar month. 

Table of Contents

• Data Points

• Opting Out
  

Example:

Data Points 

• New Orders - This number represents new Orders created and Estimates converted to Orders during the month.
• Average Value of Each Invoice - This number excludes shipping, postage, and sales tax.
• Top Customers by Volume - Lists the top three Customers based on the number of Orders completed or closed during the month.
• Top Customers by Revenue - Lists the top three Customers based on the Subtotal for all Orders completed or closed for the month.
• New Customers - The number of Customers created during the month.
• On-Time Orders - Compares Order Due Date to Order Built Date.  If the Order was built on or before the Due Date, it is considered On-Time.

Opting Out

If you prefer not to receive these emails, you may unsubscribe at any time.

1. Click update subscription preferences at the bottom of the email.

Note:  Removing yourself from the Monthly Usage Email will not remove you from any other CoreBridge notifications such as system updates, billing, event notifications, etc.

2. You will be directed to an online form to update your preferences. Scroll to Send Monthly Usage Email to Me and select No.