- Configuring Your Dashboard:
- Access the dashboard settings by clicking the gear icon on the right side.
- Add widgets such as Monthly Sales Amount, Today's Sales, Year-to-Date Sales, and tabs like Retail Communication, Retail Pending Jobs, and Retail Sales by Salesperson to monitor performance and manage tasks efficiently.
- Utilizing Widgets and Tabs:
- The 'My Sales Month to Date' widget provides a summary of your current sales.
- The 'Retail Pending Jobs' tab helps track incomplete service jobs, while the 'Open Sales' tab monitors pending retail sales.
- The 'Retail Sales by Salesperson' tab allows analysis of individual employee performance.
Related Article: Useful Dashboard Features for Retail Side
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article