Dashboard: View Your Business at a Glance

The Dashboard can be used to get a quick "snapshot" of your business's overall health. It is divided into two tabs: Overview and Production. If Show Dashboard at startup is enabled (in the lower left corner), it will be displayed first when opening Boulevard. Otherwise, access it from the Business Tools menu.

Overview Tab

The top half of the Overview tab displays your Top Selling Products and a chart of your sales for the past 12 months. The bottom half of the tab displays your Top Customer List, Outstanding Accounts, and pending Credit Receivables, including the date of their Last Invoice and the Amount. Depending on the section (Top Customer, Outstanding Accounts, or Credit Receivables), the Amount column refers to the lifetime purchase amount, the amount owed, or the amount to be charged.

Tip:

• Exclude any customer from being displayed in the Top Customer List section by checking the option from their profile settings. View
• Double-click on a customer name or product description to open the corresponding profile.
• Choose how many Top Selling Products or Top Customers by clicking  in the upper right corner of that section.
• View Sales - Last 12 months as a Bar Graph or Line Graph by clicking  in the upper right corner of that section. The chart displays a rolling 12 months with the current year (Time Period) in blue and the previous 12 months (Period Comparison) in red. 

Production Tab

Chart Options (select from the drop-down menu):

• My Team
• My Unit
• All Units

• Last 12 Months
• Last 4 Seminar Quarters
• On Target Minimum Amount

Select a checkbox from the consultants in the left-hand pane (or multiple for comparison). Applicable consultants will then be shown on the Production chart to the right.

Note:

• The Production chart shows your unit's production along with your own. Your personal production information comes from inventory orders entered or production added to the unit list. View
• The On Target Star Consultant chart displays on-target consultants according to the criteria set from the drop-down menu.