Navigation - Dashboard


The Dashboard is a tool to help employees manage their day effectively.

It is divided into the following sections:

 

Section
Description
Orders Summary This table shows the entered orders for today, yesterday, this week, this month, this quarter, and this year.

Accounts Receivable This shows a breakdown of the accounts receivables for set time frames.


Production This shows the value of all unposted orders in each queue. A breakdown of the number of items as well as the total item value in each queue can be viewed by hovering mouse on the desired section of the Production bar.

Orders This shows the percentage of all orders ever posted, unposted, and voided. The number of items in each category can be viewed by hovering mouse on the desired section of the Orders graph.

Quotes This shows the percentage of all quotes active, converted, and lost. The number of items in each category can be viewed by hovering mouse on the desired section of the Quotes graph.


Sales This shows the sales for the current year of all sales. Light blue indicates projected sales and dark blue indicates posted sales.

Summary This shows customers, quotes, and orders that the logged in user is the CSR or Sales Rep on. It also provides a total time for timers done that day.

My Tasks This shows the tasks assigned to the logged in user, sorted by due date.

To add, edit, or delete tasks, see General-Tasks.
My Recent Communications

This shows the 10 most recent email communications sent in the system.


Deposits

 This shows all open deposits, unbalanced or non-deposited.


 POs

This shows all purchase orders that have not currently been received.