Sales Dashboard

Overview

The CRM Dashboard provides an overview of your Company's Sales Activity, Quotations and Sales. Navigate to the Dashboard using the Menu button at the top-right of the CRM module.

Period options include This Month and This Year - in both cases, a comparative chart for the same period of the previous year will also be displayed.

Functionality is provided to Customise and Save the chart views and grid layouts. Click the Settings button (Gear icon) at the top-right of the screen to view the available functions.

General Settings (CRM Group)

• Default: Transaction TypeIDs for Quotations

• Default: Transaction TypeIDs for Sales

• Default: Category for Sales Reporting - Options include Customer Category and Item Category (Default = Item Category)

Summary by Rep

All the Active Reps will be displayed 

Sales Activity

This board provides a summary and chart of all the Sales Activities.

Sales by Products

This page provides a summary of Sales by Product and Product Category

Sales by Customer

This page provides a summary of Sales by Customer and Customer Category

Sales by Date

This chart provides an overall view  of Sales by Quarter, Months or Days

Sales - 12 months

This View allows you to select a Series from Reps, Entities, Customers, Products. You are also able to filter on one or All Reps, Entities, Customer (Categories), Product (Categories).

Sales  - Selected vs Last