Learn more about what the Sales Manager Dashboard can do for your business
With The Sales Manager Dashboard, quickly view:
- Sales for a period of time you choose
- Customer listing by sales for that period
- Customer information and history down to order detail
- Quotes and Orders by status
- Sales by Category
- Sales compared to last year
- Analytics & Order Summary
Customizable down to the user level
- Owner/manager views entire company including analytics and sales charting and more
- Sales rep sees their territory, accounts assigned to them, their analytics, and their account detail including analytics at the account level, unlimited customer history, customer information, orders, and quotes. Easy access to Quote / Order Entry tool and build quotes and enter orders.
- Customer Services (requires GOPD Back Office modules) sees customer information and unlimited history, orders and quotes, order status, can make changes to orders and or customers, makes purchasing decisions down to the item level, sending orders to the wholesaler, viewing wholesaler availability at all locations, working backorders, and more
