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Sales Rep Dashboard
The Sales Reb Dashboard allows you to view total revenue by sales rep based on filtering by contract status, type, job site, grouping, or store location. You can look at a single sales rep or all your sales reps. The sales reps can go to the dashboard and see all their pending contracts by quotes, reservations, open, or closed. They can view the number of pending contracts at a glance or create a subgroup, grouping all the contracts by status and then by Transaction Operation.
Topics included in this article
Getting There
Expert:
- Program Menu > Counter System >Dashboards > Sales Rep Dashboard
- Program Menu>Item Availability > Sales Rep Dashboard
Elite:
- Tools (left-menu) > Sales Rep Dashboard
Security
- The Sales Reb dashboard has an option to create a new contract. This option is greyed out when operators don't have access to create new transactions.
- Elite ONLY - You can set a security features to allow or not allow other sales reps to see other sales reps' numbers. You can find this setting by going to the Configuration gear > Security (located System) > Browser Settings.
Navigating the Dashboard
Top ToolBar
Reports
Sales Reps have access to different reports directly from this dashboard. The reports option is located in the top-left corner of the option in the toolbar.
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Print all Contracts
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Open Items Report
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Off Rent Report
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Details Job Report
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Unpaid Contracts
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Reservation Value Report
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Customer Listing
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Export to Spreadsheet
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Print Grid
New Contract
Sales Reps can now start a new contract directly from this dashboard. They will be able to create a Quote, Normal Contract, or a Reservation.
Reporting Criteria
| Sales Rep dropdown | From the drop-down menu, you can select 'Select Sales Rep,’ which lists all the sales reps' names and totals, or you can select a sales rep to view their respective totals. The Grand Total row under the header displays the sum of each column. |
| Days to Report | Total number of days the report is generating information. For example, if you want to see all contracts for a certain period. Entering 365 would show all contracts, status, and revenue based on the last 365 days. |
| After Date | This allows you to view contract details after the selected date is entered. Please note if no date is entered, the date will default to 12 months from the current date. |
| Store dropdown | Use this dropdown to select a store to display. |
Contract Detail
(+) (-) Icons
Clicking on the plus sign will display all the contracts under that sales rep. You will see the job name, total revenue for all contracts, amount paid, owed, deposits, and the total number of contracts under this sales rep.
Dashboard Columns
You can define the display columns from within your dashboard by clicking on the blue header bar. The column boxes will be displayed. Check the box on the columns you would like displayed. You can also move the selected fields up or down. Un-checking the boxes will hide those particular fields.
Grouping
You can filter your view by selecting different criteria from the drop-down menus. Each criterion selected can be grouped or defined by an individual criterion (you can use both grouping options to group the data that displays).
Graph Chart
Click on the graph icon to view a color display of the revenue breakdown for your filtered criteria. "Click to close" to close the graph box.
Filters
You can search by Contract Status and Contract Type, displaying the total revenue by grouping.
Contract Status
| Closed Contract | When checked, this will display all closed contracts. |
| Open Contract | When checked, this will display all open contracts. |
|
Reservations Contracts | When checked, this will display all reservation contracts. |
|
Completed Contract | When checked, this will display all completed contracts. |
Contract Types
| Regular Contracts | When checked, this will display all regular contracts. |
| Quote Contract | When checked, this will display all quote contracts. |
| Work Orders | When checked, this will display all work order contracts. |
| Repairs Contracts | When checked, this will display all repair contracts. |
| Transfer Contracts | When checked, this will display transfer contracts. |
| Subrental Contracts | When checked, this will display subrental contracts. |
| Logistics Contracts | When checked, this will display logistic contracts. |
| Credit Contracts | When checked, this will display credit contracts. |