Introduction You’ll find marketing performance data at the bottom of the dashboard. This article shows you how to customise the time frame. 1 Adjusting the time frame On the dashboard, scroll down to the Marketing Performance heading. Scroll to the right side of the section and locate the box with dates. Click the box. A […]
Introduction The centre of the dashboard presents sales performance statistics over a set time period. This article shows you how to locate the data and customise the time frame. 1 Adjusting the time frame On the dashboard, scroll down the Sales Statistics heading. Scroll to the right side of the statistics section and locate the […]
Introduction The dashboard has three sets of charts that help business managers assess sales performance. This article shows you how to read and customise those charts. 1 Adjusting the time frame The three charts compare two sets of data: current month selected month You can customise the charts by changing the selected year and month. […]
Introduction The dashboard includes a graph that compares revenue with a pre-determined target. These figures are not meant to provide a detailed accounting of your business for the past month. Instead, the chart summarises data for key performance indicators (KPI). The target is a calculation based on an assumed dollar value per job type. To […]
Introduction The dashboard shows revenue as a percentage of target. This graph is not meant to provide an accounting of business activity. Instead, it summarises data from key performance indicators (KPI). The target is an automatic calculation based on KPI assumptions about average revenue generated by job type. You can change the value of each […]