Customer Dashboard
The customer dashboard provides a visual snapshot of performance and recent activity. Use it to quickly assess customer health before meetings or to monitor key accounts.
Accessing the Dashboard
Open any customer profile and click the Dashboard tab in the side menu. The dashboard is typically the default view when opening a customer.
Dashboard Widgets
The dashboard displays several widgets, each showing different aspects of customer performance.
Sales Trend
Shows month-over-month sales comparison:
- Current month vs previous month
- Year-over-year trend indicator
- Visual growth/decline arrow
An AI-powered summary is available to provide insights about the customer's sales trends.
Use this to quickly spot customers with declining activity.
Quotes by Brand
Displays quote distribution across product brands:
- Brand breakdown with percentages
- Visual bars showing relative volume
Helps identify which brands the customer quotes most frequently.
Month Projection
Forecasts current month's sales based on historical patterns:
- Projected total for the month
- Comparison with last month
- Confidence indicator based on data availability
Latest Events
Timeline of recent customer interactions:
- Activities (visits, calls, meetings)
- Tasks created or completed
- Notes added
- System events
Each event shows:
- Event type icon
- Date and time
- User who logged it
- Brief description
Click any event to view full details.
Last 12 Months Chart
Historical sales visualization:
- Bar chart showing monthly sales
- Current year vs previous year comparison
- Hover for exact values
Use this to identify:
- Seasonal patterns
- Growth or decline trends
- Unusual spikes or drops
Activities by Type
Breakdown of customer activities:
- Visits vs calls vs other types
- Count per activity type
- Percentage distribution
Helps ensure balanced customer engagement across channels.
Due Amount Widget
Displays outstanding balance information (if enabled):
- Total amount due
- Overdue amounts highlighted
- Payment status indicators
This widget only appears if:
- Due documents are enabled
- The customer has outstanding amounts
Upcoming Activities
Lists scheduled future activities:
- Next visits planned
- Upcoming calls or meetings
- Task due dates
Helps you prepare for and track commitments.
Agreements Widget
Shows active agreements for this customer:
- Current sales performance bonuses
- Active bonus targets and progress
- Agreement expiration dates
Refreshing Data
Click the Refresh button in the dashboard header to update all widgets with the latest data.
Show All Sales Toggle
For manufacturer users, a toggle appears to switch between:
- Filtered View — Sales through a specific wholesaler
- All Sales — Combined sales across all wholesalers
This helps manufacturers see the complete picture of customer activity.
Using the Toggle
- Open a customer dashboard
- Find the Show All Sales toggle (typically near the sales widgets)
- Enable to see combined data, disable for current wholesaler only
Widget Customization
Widget availability depends on:
- Enabled features — Financial widgets need due documents enabled
- Data availability — Widgets hide when no relevant data exists
- Customer type — Prospects have limited dashboard data
Missing Widgets
If you expect a widget but don't see it:
- Check if the feature is enabled
- Confirm the customer has relevant data (prospects may lack historical data)
Best Practices
Before Customer Meetings
Review the dashboard to:
- Check recent sales trend — up or down? The AI-powered trend summary can provide quick context.
- Note any overdue amounts
- See upcoming activities already scheduled
- Review recent events for conversation context
Account Health Monitoring
Use dashboards to identify:
- At-risk accounts — Declining trends, no recent activity
- Growth opportunities — Increasing quotes, high conversion
- Service needs — Overdue amounts, pending activities