☑️The Sales Dashboard in ParcVu Desktop

Last updated 7 months ago

To access this Dashboard, the user will need the Allow Access to Sales Dashboard user permission

There is an option on the top tool bar to select to go into the Jobs/Sales/Owners Dashboards.

Once selected the Dashboard will be displayed, click on the Sales tab. This will show totals of various Sales, Quotes stats and Prospect Appointments etc. stats

Clicking on an option will display the details, example below is ‘Accounts where Van is 3 Years Old’.

Click on the required entry line in the grid and then select the required action from the navigation list.

This Dashboard displays data based on the Sales Person records associated with the User Account. If no data appears, check the User has Sales Person records, which can be selected from the dropdown in the User tab