Viewing Items In The Dashboard

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Viewing Items In The Dashboard

The Dashboard is where you can view sales figures and other details for the companies (Customers and Prospects), products, product groups, Company/History/Product Analysis field values (e.g. sales reps) in your database. You may also view sales for the items in your Alerts and Selections.

 

Selecting Dashboard

When you click Dashboard you will either (a) be prompted to select an item - see below - or (b) be shown the details of the Customer/Prospect company you have most recently viewed:

 

DashboardExample50pc.gif

 

IMPORTANT: To view any item in the Dashboard screen, select it using the:

 

See below for details on how to work with any item in the Dashboard screen:

Customers:

Use Search or Recent Companies to select a Customer (i.e. a company with sales history) then:

* Depending on the Library Items which feature in your Sales Dashboard.

You may also:

See Working With Customers.

 

Note: The Dashboard tab which initially displays when you select a Customer or Prospect company is defined under Dashboard Settings in User Preferences. The options are: Last Tab Viewed, Sales, Customer (or Prospect) Details, Activity History, Documents or Emails.

Prospects:

Use Search or Recent Companies to select a Prospect (i.e. a company with no sales history) then:

* Depending on the Library Items which feature in your Sales Dashboard.

You may also:

See Working With Prospects.

Products:

When you have used Search to select a Product you may do the following from your Sales Dashboard (*):

See Viewing Sales For A Product.

Product Groups:

When you have used Search to select a Product Group you may do the following from your Sales Dashboard (*):

See Viewing Sales For A Product Group.

Company/History/Product Analysis Field Values:

When you have used Search to select a Company/History/Product Analysis field value (e.g. a Sales Rep) you may do the following from your Sales Dashboard (*):

See Viewing Sales For Company, History And Product Analysis Field Values.

Alerts:

When you have used Search to select an Alert you may do the following from your Sales Dashboard (*):

See Viewing Sales For Alert Items.

Selections:

When you have clicked Load Existing Selection to load a Selection you may do the following from your Sales Dashboard (*):

See Viewing Sales For Selection Items.

 

* Depending on the Library Items which feature in your Sales Dashboard.

 

NEXT: Working With Customers