Overview
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This article explains the different dashboards you have available through Komet Analytics. You don't need to login into this platform to visualize these reports since we set up a Single sign-on (SSO) is an authentication. |
Customer 360° View
This dashboard provides customer insights such as top preferred categories and products, sales by month,Year to date growth (%), year to date sales, and more.
How to access it
This dashboard is available from the Add Order screen. Select the customer and you'll see the Customer 360º View link, under General Customer Information card. Click on it and the dashboard will popup.
Customer Group Analysis
For those customers that belong to a Customer Group, the system provides a consolidated analysis of sales by group, including year to date (YTD) sales, year to date (YTD) growth, sales by salesperson, sales by inventory type and more.
How to access it
This dashboard is available from the Add Order screen. Select the customer and you'll see the Customer 360º View link, under General Customer Information card. Click on it and the dashboard will popup.
Lost Sales Analysis
A Lost Sales opportunities dashboard is also accessible from the Komet Analytics platform.
How to access it
As you might know, lost sales can be recorded from anywhere in the system, but for accessing the lost sales analysis dashboard, go to Order Entry>>Add Order and search for the Record a Lost Sale link. Or go to Prebooks & SO's>>Add Prebook and search for the Record Lost Sale link.
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