Dashboard User Guide

Order Entry>Dashboard

This feature is an “at-a-glance” view of sales information by salesperson.  From this screen, you will have Month and Year-to-Date totals displaying for the selected sales representative. In addition, sales goal amounts will display to let you know where each salesperson ranks for their projected goals for the year.      

These totals are based on the Sales Budget amounts that are set up from the Sales Report module (Sales Reports>File> Sales Budgets).

No Budget Message

Cumulative Goal vs Cumulative Net Sales

Top 10 Products Sold (Past 90 Days)

Sales Goal (Monthly)

Month To Date Sales

Gross Profit

Representative GP Rank

Percent of Monthly Goal

Net Delivered Sales

Sales Representative Comparison

 

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