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Overview


Excerpt

The Dashboard is displayed by default once you login into the system. And displays general data about your company's sales.


Displaying Dashboard

Ui steps
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Ui step

Click on the Home tab.


Ui step

 Click on the Dashboard tab.


Ui step

 By clicking on the drop-down menu "Choose Salesperson", you can filter the information both for the company or for a particular Salesperson.




Panel
borderColorCerulean
bgColorWhite
titleColorWhite
titleBGColorSteelBlue
titleThe next information will be displayed:
  • Today's Sales: This chart displays a daily sales summary from E-commerce sales, phone sales, Mobile Sales, API and K2K sales both in Prebooks and Invoices. Keep in mind that the Prebook Sales widget does not include Standing Orders.
  • Sales by Salesperson: You can view a sales summary of each of your salespeople for a specify time period.
  • This Week's Sales: The system displays a weekly sales summary.
  • Top Ten Customers: The system displays the top ten of the customers during a specific time period. You can also filter by Top 15 customers and Top 25 customers during several periods.
  • Top Ten Categories: This chart displays a bar graph with the most sold flowers during the last 12 months.
  • Sales By Month: The system displays a table where you can see the sales per each month during the last three years.
  • Sales By Month: This chart displays a line or columns graph of monthly sales.
  • GPM: This chart displays a summary of the Gross Profit Margin (GPM). The GPM calculation does not consider fuel surcharge amounts nor additional invoice charges.
  • Komet Tips: It is an integration with Komet Sales twitter to get the latest updates.



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titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
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showSpacefalse
sorttitle
cqllabel in ( "dashboard" , "home-page" , "vendor-home-page" , "sales-dashboard" )
labelsdashboard home-page


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