Sales representative dashboard

These are the sales representative dashboards:
  • Sales Manager Report

    This dashboard displays the Sales Manager profile and the Sales Forecast and Activity summary of the Sales Team. By default, the total sales amount per team member is displayed. The tables on the lower section shows the top sales person by sales amount and activities and the top accounts by forecast.

  • Sales Person Report

    The User profile and Activity summary is displayed. Activities for the current date are also displayed on the default filter. The Top 5 Accounts by number of activities and Opportunity total are also displayed.

  • Sales Representative Activity

    This dashboard contains all information related to activities. Before any data can be displayed in this dashboard, you must create an account first and create activity records for that account.

    The sections of the dashboard are available depending on the user role.

  • Sales Representative Opportunity

    This dashboard contains information related to opportunities. Before any data can be displayed in this dashboard, you must create an account and create activity records for that account.

    The sections of the dashboard are available depending on the user role.