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Features of the Dashboard

Click here to watch the BUZ dashboard overview video

Table of Contents

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Noticeboard

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To edit this area you need to have access to the settings area and then you will have an "edit button available.Image Removed

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Sales KPIs

On the right can be seen graphs of Key Performance Indicators (KPIs) that relate to the entity logged on and the type of user.

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Graph 2.  Installed figures (Completed orders) or Sales figures (Accepted quotes)

Quick Start Buttons

From here a:

  • + New Lead can be added.

  • + New Sale can be commenced for an existing customer.

  • Sales Rep's Calendar can be opened.

  • Pending quotes reviewed by clicking on the words Pending Quotes

  • your email address will take you to My Profile

  • My BUZ to change Organisations or edit your My Profile

  • Help drops down 2 options:

    • Help Centre which opens this document on another browser tab.

    • Contact Support to send a message to the BUZ Team.