The Dashboards section displays data from different sections of the system. We recommend you use this section to analyze and plan the work of each employee, each department and the company as a whole.
The functionality of this section is similar to that of the Analytics view in the system sections, and is described in the “Dashboards” chapter.
Contents
This dashboard displays current results of your sales representative's work, and additional summary information required to make quick yet knowledgeable decisions. The displayed data relates to the current user only
| Top 5 unpaid invoices | List of 5 invoices that were issued but not paid in full. The largest invoices are displayed in descending order of invoice amount. |
| Upcoming payments | List of five invoices to be paid today or in the coming days. The data is displayed in ascending order of payment date. |
| Current month invoices by status | Diagram displaying how invoice amounts are grouped by payment status. Only invoices with the payment date in the current month are used for calculation. |
| Number of calls this month | Calculated indicator displaying the number of activities of the “Call” type completed in the current month. |
| Current month paid orders amount | Calculated indicator displaying the amount of payments for all orders closed in the current month. |
| Number of active orders | Calculated indicator displaying the number of orders that are currently not closed. |
| Number of overdue tasks | Calculated indicator displaying the number of incomplete activities that are overdue. |
| My overdue tasks | The list of 15 incomplete activities with their due time passed. The data is sorted in ascending order of activity completion date. |
This dashboard contains ratings of sales reps, based on work results in the current month
| Current month orders and payments per sales rep | Diagram displaying the current month orders are grouped per sales representative. The amount of orders and order payments is displayed for each sales representative. |
| Top 5 sales reps by order amount | List of the five sales reps with the highest order amount in the current month. The data is sorted in descending order of orders payment amount. |
| Top 5 sales reps by paid invoices | List of the five sales reps with the largest invoices amount in the current month. The data is sorted in descending order of invoices payment amount. |
| Top 5 sales reps by number of calls | List of the five sales reps with the highest number of completed activities of the “Call” type in the current month. The data is sorted in descending order of number of calls. |
The [Sales pulse] tab contains several analytical summaries that can be used to estimate current sales situation in the company.
| Invoice payment dynamics | Diagram displaying monthly change of invoices payment amount. Only invoices paid in the past or current quarter are used for calculation. |
| Current month unpaid invoices amount | Calculated indicator displaying the total amount of all invoices except for the paid and canceled ones. Only invoices with the payment date planned in the current month are used for calculation. |
| Pending invoices amount | Calculated indicator displaying the total amount of all invoices that were issued but not paid in full. Only invoices with the payment date planned in the current month are used for calculation. |
| Draft invoices amount | Calculated indicator displaying the total amount of all invoices that are in the “Draft” status. Only invoices with the payment date planned in the current month are used for calculation. |
| Top 5 unpaid invoices | List of 5 invoices that were issued but not paid in full. The largest invoices are displayed in descending order of invoice amount. |
| Orders pipeline | Diagram displaying how the number of orders is grouped by status. Only active orders are considered. |
Video tutorials
•Analytics in Creatio. Working with dashboards
