Sales Dashboard at User level and Organization level

 

Get Clear Sales Insights for Every Level with AntMyERP

AntMyERP makes tracking sales simple and meaningful — whether you’re leading an organization or working as part of the sales team. The platform offers two types of dashboards: one for organization-level insights and another for individual user-level tracking.

To view the organization dashboard, go to CRM Sales → Dashboard. This section gives a complete overview of your company’s performance from total sales and number of customers to pending orders and overall progress. It helps management instantly understand how the business is performing and where attention is needed.

Now, if you want to see the dashboard from an employee’s point of view then you’ll first need to give that user permission. Go to Settings → User and Roles, search for the employee, click Edit → Permissions and enable Manage Sales Dashboard. Once you save it and log in using that employee’s ID and password then they’ll be able to see their personal dashboard.

The user-level dashboard is designed for self-tracking. Employees can view how much they’ve sold in a particular month, the total number of customers handled, pending leads, proposals and overall order value. They can also see sales by brand, category and sector as well as top customers and upcoming prospects. It’s a great way to help team members and to reflect on their performance and stay motivated.

Meanwhile, managers and super admins get a broader picture such as showing total revenue, customer data, pending orders, and sales performance across the organization.

In short, AntMyERP’s sales dashboard gives everyone what they need like clear, real-time insights that help employees focus better and help management make smarter and faster decisions.