Dashboard Overview
Elizabeth Galindo
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9 steps
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56 seconds
Floorzap
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Dashboard Overview
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The "My Sales" tab is an overview of your personal sales.
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The "Overview" tab shows an overview of total sales, total profit and total expenses.
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The "Sales Breakdown" shows a breakdown of profit, labor, materials etc. You can also see a birds eye view of paid invoice totals, paid salesman totals and materials paid totals.
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The "Sales Conversions" tab shows the number of quotes that are new, sent to customer, and converted to invoice.
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"Sales Team Rankings" lists your sales teams performance.
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These three boxes are a birds eye view of total jobs, total sales & profit margin.
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"Current Open Invoices" is easy access to your open invoices right from the Dashboard.
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"All Tasks" calendar shows your upcoming tasks, you can show month, week or day view.
