In this article we will show you how to use the retail-related widgets and tabs on your dashboard, which is of significant use for keeping track of essential metrics, such as monthly sales progress, daily sales, yearly sales, and pending jobs. This can help to enhance productivity, ensure targets are met, and improve communication within the retail environment.
The dashboard comprises four widgets: 'My Sales Month to Date' (reflects current monthly sales), 'Monthly Sales Target Progress' (shows progression towards the sales target), 'Today's Sales' (displays daily sales), and 'Yearly Sales' (details sales for the year). Additionally, there are four tabs: 'Retail Communication' (provides quick access to texting function for communication), 'Retail Pending Jobs', 'Retail Open Sales' (shows pending pick up sales), and 'Retail Sales by Sales Person' (illustrates monthly sales for each employee and displays the comparison with target sales).
For a more detailed, step-by-step guide, you can watch our instructional video.
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