The Dashboard is a sales reporting feature that displays vital Key Performance Indicators (KPI’s) to aid your sales team in managing customer sales. Based on your user access levels, your sales team will see the following KPI grids:
Open Orders: All open orders for all of your customers.
Back Orders: Orders for merchandise not in stock.
Quotes: All quotes generated for all of your customers.
In Billing Orders: All orders in billing, but not shipped.
- 12M GP % Grid: Compares monthly gross profit percent year over year.
- 12M Profit Grid: The total profit dollars earned and profit % monthly for this year over last.
Note: The dashboard follows the same access level restrictions set in Inform ERP.
Tap the Menu icon, then tap Dashboards to view the Dashboard.
The Dashboard displays an overview of the KPI grids.
- Type or search for a Customer to view KPIs for the customer only.
- Tap View Details on any KPI to view details. Filter by views include:
- Order Writer
- Primary Vendor
- Product Line
When a Filter Type is selected, Filter Options is displayed. Select a Filter Option, then tap Search.
Press and hold to scroll left and right or up and down in the grid.