Dashboard

SalesManager Online offers fully customisable Dashboard Management facilities for users or groups of users. All objects in the SalesManager Online ERD can be added to a dashboard. Key Performance Indicators (KPI’s) from various departments can easily be added to the personalised dashboard of a user or group of users.

 

Leads, opportunities and quotes would be most common by an account manager; while a service agent would typically want service tickets, resolution times, service planning and service contracts in his or her Dashboard. Orders, shipments and invoices for the logistics department.

DashboardUK