Understanding User Dashboard 

A dashboard is a place where you can see many types of visual data all at once. A dashboard overview typically displays vast data in a single view, allowing users to respond to a single question.

 

User Level Dashboard

You will be taken straight to your dashboard after logging into your account.

Here, 

Users can check their number of open tasks, closed tasks and solved tasks. 

Likewise, users can also view their total number of 

• Approval pending
• Approval rejected

 

Note: Users can click on the approval pending icon to access the page where they can approve or reject a proposal, Expense Voucher, Etc.

 

• Today’s Follow up: Here, users can check the list they have to follow up for a particular day. 
• Leads: Here, users can check their number of open, follow up, won, disqualified, lost, and future leads. 
• Quotation: Here, users can check the number of quotations present in open, accepted, booked, rejected, and expired. 
• Sales order: Here, users can check the total number of open, due date, expired, and completed sales orders. 
• Contract: Here, users can check the upcoming renewal and renewal expired. 
• Service Ticket: Here, users can check the number of calls for all categories present.
• Purchase order: Here, users can check the number of open, accepted, completed, rejected, and expired purchase orders.
• Others – Meetings, Internal tasks, etc.

 

There is a drop down in the upper right corner, below the user’s name. Users can select the number of days from when they want to view their data. This Data will display overall for Since Last Day, Since Last 7 days , or go on.