ID #1062

Sales Dashboard Overview

Moving back to the main menu again we now select the Sales dashboard.

From here it is possible for the sales staff to get an overview of the current sales processes with information about calls to be made, quotes to be followed up, prospect statuses and their ratings, order statuses, and the sales snapshot showing the orders and quotes for each individual, or all sales persons between any selected dates.

Buttons at the top of the screen give access to other areas of the system such as marketing, quotations, sales order processing, and financials. Access to all areas of the system is governed by a comprehensive security policy which can be configured by an administrator.

Tags: Dashboard, Overview, Sales

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