How to manage the Dashboard screen?

Dashboard screen is an abstract screen which you can access the details of all visits and activities performed by the field force on the   field. In this screen;

  • You can filter by filling in the relevant areas from the Open Filter Panelbutton.
  • You can access the locations of your field force from the map by clicking the Track Field Force button.
  • You can view all visits performed by the field force, all the time spent in these visits, all activities, total opportunities and total net sales.
  • You can view your visits, opportunities and sales on the map, if you wish.
  • You can see your visit details from the activity pies by filtering daily, weekly and monthly.