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

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
• Click to filter Analytics 360 by brand

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.

Order Ratios

Shows the relationship between quotes and orders:

• Quote-to-order conversion rate
• Average order value
• Orders by brand distribution

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 pricing agreements
• Promotional offers
• Agreement expiration dates

Refreshing Data

Click the Refresh button in the dashboard header to update all widgets with the latest data.

When to Refresh

• Before an important meeting
• After making changes in your source system
• When data appears stale or unexpected

What Gets Refreshed

All widgets update simultaneously:

• Sales data pulls latest from analytics
• Activities shows most recent entries
• Financial data syncs from integration

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

1. Open a customer dashboard
2. Find the Show All Sales toggle (typically near the sales widgets)
3. 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:

1. Check recent sales trend — up or down?
2. Note any overdue amounts
3. See upcoming activities already scheduled
4. 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

Quick Comparisons

Open multiple customer profiles in separate tabs to compare:

• Sales trends side by side
• Activity levels
• Conversion rates

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