Understanding Sales Dashboard 

A dashboard puts together different kinds of visual data in one place. A dashboard overview usually provides comprehensive data in a single view, allowing users to answer a single question.

 

Permissions

Navigate to the Left menu > Settings 

Go to the User & Permissions tab

Under the users tab, click on the search Icon on the top right corner. Here, search for the employee to whom you want to give permission. 

Go to the action button and click on Edit. 

Go to the Permissions tab.

Press Ctrl+F and enter the word Sales order. Enable the permissions related to the Sales Dashboard.

Click on Save.

 

User Level Dashboard

To Log in

Navigate to the Left menu > Settings 

Go to the User & Permissions tab

Go to the action button and click on Auto Login. 

You will be logged into the user’s account.

If permission is not given, the user will see his/her data on the dashboard. 

 

Note: Users can see how many sales they have made, how many customers they have, and how much each sale is worth on the dashboard. They can also view the sales by brand, sector, and product category. 

A graph that shows how many proposals, leads, and contracts have been made. 

They can also view the top sales team, top customers, and top prospects. 

Note: If permission is given to the user, he /she will see it on his/her level.