The Sales Manager Dashboard provides a comprehensive view of key sales performance indicators and metrics, enabling efficient monitoring and decision-making.
Key Modules and Their Benefits:
Customer and Quotation Overview: The dashboard displays the total number of customers, new customers, retained customers, and total quotations, giving sales managers an immediate understanding of customer growth and engagement.
Sales Performance: It highlights the total sales orders, including the number of orders for the current month and a net change percentage. This helps managers track monthly sales progress and compare trends to previous months.
Sales Order Trend (Last 3 Months): A visual graph showing sales orders over the past three months allows sales managers to spot trends and adjust strategies accordingly, making it easier to plan for future performance.
Leaderboard: The top-performing salespeople are ranked, with figures for last and current month's sales. This motivates the sales team and helps identify top performers and areas for improvement.
Here is a reference video:
Follow these steps to access the Sales Manager Dashboard:
1. Click on Reports and then click on All Reports.
2. Under FSM click on Sales Manager Dashboard.
3. Upon clicking you see the following Sales Manager Dashboard.
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