The Dashboard can be used to get a quick "snapshot" of the current, overall health of your business and is broken down into two tabs - Overview and Production.
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, which also include 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 either the lifetime purchase amount, amount owed, or 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 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.
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 listed 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 and personal production from inventory orders entered (or imported).
- The On Target Star Consultant chart displays on-target consultants according to the criteria set from the drop-down menu.