How to manage the Dashboard screen?

Modified on Wed, 11 Jan, 2017 at 3:05 PM

   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 Panel button.
  • 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.


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