Dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization's key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory related data. For example, you can glance at the products that are selling fast over a period of time, compare the current quarter sales with previous quarter sales, or compare the actual sales to the projected sales.
In Client management system, the dashboard comprises of different types of two-dimensional and three-dimensional charts (components). These charts are built with Adobe Flash technology, which displays the data dynamically. The various types of charts are bar, pie, line, table, or funnel. The unique feature in Client management system is the Funnel chart, which can be used to visualize the various stages in sales pipeline.
Limitations
- Some of the international currency symbols will not be displayed properly.
- Dashboard properties (color, gradient, borders, background etc.) cannot be modified through user interface.
- Dashboards need to be refreshed manually to display the up-to-minute changes.
- Only Summary Reports can be added to the dashboard.
Creating Dashboards
Dashboards can be stored in publicly accessible folders for all the Client management system users or private folders with limited access to some of the users.
To create dashboard folders
- Click the Dashboards tab.
- In the Dashboards Home page, click the Go to Dashboard List link.
- In the Dashboard List page, click Create New Dashboard Folder.
- In the New Dashboard Folder page, do the following:
- Enter the Folder Name.
- In Accessibility Details section, define the user's accessibility to view the dashboard folder.
- Click Save.
To create dashboards
- Click the Dashboards tab.
- In the Dashboards Home page, click the Go to Dashboard List link.
- In the Dashboard List page, click Create New Dashboard.
- In the New Dashboard page, do the following:
- Enter the Dashboard Name.
- Select Dashboard Folder from the list in which the dashboard has to be stored.
- Enter the Description of the dashboard.
- Click Save.
Related Articles
Dashboards
Dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization's key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory ...
Working Offline
Offline Setup Writer enables you to access your documents from a web browser even when you are not connected to the internet. At a time, you can download 200 of the recently modified documents to work in the offline mode. After you go online, all the ...
Working with Invoices
Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued to your customer along ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
Working with reports
Create Reports Part 1: To select a module and the cross-functional modules Click the Reports tab. In the Reports Home page, click Create Report. In the Create Report page, do the following: Select the primary module from the drop-down list. Select ...