Sales Dashboard

Overview In this article we’ll explain how to use the Sales Dashboard. For information on setting up the KPI’s for the Sales Dashboard, please see this article. How to open the Sales Dashboard For System Admins and Sales People, click the Sales Dashboard button on the Home Dashboard. When a Read more…

Jobs Report

Overview In this article we’ll explain how to report on Installation and Service Jobs in the system. How to run the Jobs Report Open the Main Menu and scroll down to REPORTS Click Jobs Report A filter is required to generate reporting data. Please input one or more of the following filters: Install Read more…

New Customer Report

Overview In this article we’ll explain how to report on new Customers in the system. How to run the New Customer Report Open the Main Menu and scroll down to REPORTS Click New Customer Report When the report opens, a report filter screen will popup Input the date range you would like to Read more…