FAQs in this section
What is My Sales Dashboard?
What is a Sales Leaderboard in Dashboards?
How do I create a dashboard?
How do I create a standard widget in my dashboard?
How do I create a mini-list in my dashboard?
How do I add a customized chart to my dashboard?
How do I create a notepad in my dashboard?
How do I add the charts I have created to the sale dashboard?
What actions do I perform on a dashboard?
What action do I perform on dashboard widgets?
Why is the date filters not being applied to your custom charts?
How do I disable the dashboard as my default screen?
Can I navigate to the Field sales app from the Dashboard in the mobile app?
What information does the Dashboard widget display in the Field Sales app display?
What information can the agents view in the Field Sales app?
What can the Admins view in the Field Sales app?
Table of Contents
Admins can view the following:
- The total number of agents, Agents (Users) Logged In Attendance as present, and Agents on leave. (Pivot Report)
- The number of visits were assigned vs. how many visits were completed per agent.
- The number of customers created by each agent. (Pivot Report)
- The number of orders created by agents. (Pivot Report)
- The number of invoices created for each customer.
- The time spent at each store (Organization) with Check-In and Check-Out details.
- Target vs. Achievement by agents.
- Top-selling product for the company by agents.
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