Overview
Welcome to your dashboard! This guide provides a snapshot of the tools available on your dashboard to help you monitor performance and track trends in real-time.
Dashboard Breakdown:
| Customizing Your View: Timeframe Selector 👉 Tailor your dashboard view to the data that matters right now. To the top right of your dashboard, choose between a snapshot of the Last 7 days, a deeper dive into the Last 30 days, or a high-level look at your Year-to-Date performance. |
| Total Order Sales 👉 Track the total dollar value of all incoming orders with a real-time percentage shift to see how your revenue is trending | Total Order Volume 👉 Monitor the quantity of orders moving through your system to quickly spot spikes or dips in customer demand. | Total Invoice Sales 👉 Keep a close eye on realized revenue with a summary of billed dollar amounts and a percentage comparison. | Total Invoice Volume 👉 View the number of finalized invoices processed to measure fulfillment consistency at a glance. |
Orders by Day |
| Expiring This Week 👉 Stay ahead of your deadlines with an interactive bar chart that maps out exactly when your Quotes or Presentations are set to lapse. Use the quick-toggle to switch views and prioritize your follow-ups so you can close deals before they disappear. | Activity This Week 👉 Get a comprehensive look at your productivity with a color-coded daily breakdown of Presentations, Quotes, and Orders. This multi-metric chart allows you to track your conversion pipeline from initial interest to finalized sales. |
Take a Guided Tour of Your Dashboard
Comments
0 comments
Article is closed for comments.