Sales - Dashboard

The Sales Dashboard offers a comprehensive overview of your sales activities. It provides key metrics and visual insights to help you track and evaluate your sales effectively.

Key Features

Summary Metrics (Navigation Tiles)

Quickly view the number of sales in each key category:

• Quotes: Quotes that are not yet accepted or cancelled.

• Awaiting Action: Accepted quotes requiring actions such as manual processing.

• Awaiting Approval: Accepted quotes requiring either discount or credit approval.

• Work In Progress: Accepted orders currently in manufacturing or installation but haven’t been invoiced.

Graphical Insights

• Visualize your performance with a Pending Quotes graph.

Quick Navigation

1. Create a New Sale (Quote): Start a new lead by clicking the +New Sale button.

2. Search for Quotes/Orders:

   1. Use the Search button to navigate to the Quotes search page.

   2. Use the Navigation Tiles to quickly find leads in the related function.

   3. Use the Order No./Barcode search box to quickly navigate to an order.

   4. Quickly navigate to recently viewed quotes.

3. View the Calendar:

   • Access the calendar to review scheduled follow-ups and appointments.

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