The Dashboard is a tool to help employees manage their day effectively.
It is divided into the following sections:
|Top Navigation Bar|
|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.
This shows all open deposits, unbalanced or non-deposited.
This shows all purchase orders that have not currently been received.
Watch General Navigation