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Dashboard V3.0

Your dashboard has had a major update. Here is what has changed and how to use it.

Written by Doug Wyton

The new Total Dashboard

Total Dashboard

The Total Dashboard now shows performance across every department you have access to: Sales, Finance, Aftermarket, and Wholesale.

Income type graphs


Below the Total Daily Performance, you also get a dedicated daily performance graph for each of your income types.
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Sales Daily Performance

Sales Daily Performance

Finance Daily Performance

Finance Daily Performance

Aftermarket Daily Performance

Aftermarket Daily Performance

Wholesale Daily Performance

Wholesale Daily Performance

Filtering your dashboard

Click Filter to narrow the dashboard to specific sites, departments, and income types.

Filter button

Use the quick filter buttons to instantly select a department type.

Quick filter buttons

Alternatively, select and deselect individual sites and departments.

Individual site and department selection

To filter by income, click Income.

Income filter

Select or deselect the income types you want.

Income type selection

When your selections are complete, click Apply. Your dashboard will update.

Apply button

Any income type you deselect is removed from the daily performance graphs and excluded from the Total Daily Performance calculation.

Deselected income types removed

Reports (formerly Pivot Tables)

Pivot Tables now have their own main menu item called Reports.

Reports menu item

Reports also has a brand new look.

New Reports look

You can now expand Reports into a full screen view.

Expand to full screen

In full screen, click the arrow at the top of the screen to open the drawer and configure your report.

Open configuration drawer

Expanded view with drawer open

To minimise, click the X. You can then continue navigating throughout SalesLogs.

Minimise

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