Dashboards

Monitor your business performance at a glance. Dashboards display key metrics through interactive widgets, helping you track goals, spot trends, and make data-driven decisions.

Dashboard Types

Click the dashboard icon in the navigation bar to access available dashboards.

Your landing page defaults to the Custom Dashboard where you can build your own view. Dashboards that depend on a specific module or integration only appear in the menu when that capability is active for your organization.

Custom Dashboard

Build a personalized view with the widgets that matter most to you.

Adding Widgets

1. Click the edit icon in the dashboard header
2. Select Add Widget from the menu
3. Browse available widgets by category
4. Click a widget to add it to your dashboard

Arranging Widgets

When editing is enabled:

• Drag widgets to reposition them on the grid
• Widgets automatically snap to the grid
• Changes are saved when you click Save

Removing Widgets

1. Enter edit mode by clicking the edit icon
2. Click the delete icon on any widget
3. The widget is removed immediately
4. Click Save to confirm or Reset to undo

Widget Categories

Widgets are organized into several groups covering all aspects of your business.

Sales Widgets

Track revenue and performance against targets.

Goals Widgets

Monitor progress toward targets.

Customers Widgets

Analyze customer engagement patterns.

Calls Widgets

Monitor call center activity.

Quotes Widgets

Track quote performance and conversion.

Financial Widgets

Monitor financial health.

Conversations Widgets

Track messaging performance.

Sales Dashboard

Track sales performance across your team. Access via Dashboards > Sales.

Reading Salesman Evolution

The Salesmen Evolution widget shows a table with:

• Current month — Sales so far this month
• Forecast — Projected month-end total
• Homologous — Same month last year
• Delta — Percentage change vs homologous

Toggle between Net and Margin views using the switch at the top.

Understanding Goals Widget

The Goals widget displays:

• Current sales or forecast value
• Target amount
• Progress bar showing percentage complete
• Thumbs up/down indicator when above/below target

Select different goal periods from the dropdown if multiple goals exist.

Reading Sales vs Previous Period

The Sales vs Previous Period widget compares a chosen window to the immediately preceding business days. Use the three switches at the top right:

• Group by — Salesperson, Brand, or Team. Every entity is listed (rows with no sales show 0 so you can spot inactive ones).
• Metric — Net or Margin. Switching is instant; the figures are already in the response.
• Date range — Today, Yesterday, Last 7 days, This week, This month, This quarter, and more.

The table shows three numeric columns:

• Current period — Header reads as "Today", "Yesterday", or the formatted date range (e.g., Nov 1, 2025 - Apr 30, 2026).
• Previous period — The same number of business days immediately before the current window. For Today the header reads "Yesterday"; for Yesterday it reads "Day before yesterday"; for longer windows it shows the date range.
• Variation — Percentage change with an up/down indicator. A dash (—) appears when there were no sales in the previous window, so a missing comparison doesn't masquerade as a 0% delta.

Customers Dashboard

Analyze customer engagement and activity. Access via Dashboards > Customers.

This dashboard focuses on customer-level metrics including active customer counts and purchase patterns.

Reading Customers At Risk

The Customers At Risk widget surfaces accounts whose engagement is slipping, so you can intervene before they go silent. Each row is classified into one of three statuses:

• At-risk — bought recently, but the current 30-day total is well below their own prior baseline.
• Lapsed — no purchase for 30–89 days.
• Dormant — no purchase for 90 days or more (up to a year).

Toggle between Net and Margin with the switch at the top. The legend below the table shows how many customers fall into each status.

Reading Customers Needing Contact

The Customers Needing Contact widget groups active customers by time since last interaction — visit, call, email, or any logged touch. The header shows three coloured tiers:

• 30 days silent (warning) — slipping out of regular contact.
• 60 days silent (alert) — needs a deliberate outreach.
• 90 days silent (critical) — at real risk of churn.

Each tier shows the total monthly revenue at stake, so you can prioritise outreach where it matters most.

Reading Recovered Customers

The Recovered Customers widget shows accounts that came back after a configurable silent stretch — the dormant customers who started buying again. Two pickers shape the window:

• Purchases in — how recent the comeback purchase must be (default: last 30 days).
• After silent for — how long the customer was inactive before that (default: 90+ days).

The KPI strip shows total recovered revenue and what share of the period's sales it represents. The table breaks down by sales rep, with a drill-down to see the actual customers each rep brought back.

Reading Customer Concentration

The Customer Concentration widget draws a Pareto curve of your customer base, ranking accounts by revenue contribution. The headline tells you what share of revenue comes from your top customers — and whether concentration risk is creeping up.

Toggle between Net and Margin to see how the picture shifts when you weight by profitability rather than top-line.

Orders Dashboard

Track quote-to-order conversion and quoting performance across your brands. Access via Dashboards > Orders.

This dashboard is only visible when the Orders module is enabled for your organization. It surfaces the Quote widgets — Orders vs Quotes, Quotes by Brand, Quotes Converted Ratio — so quoting health stays separate from call activity.

Call Center Dashboard

Monitor phone call activity and operator performance. Access via Dashboards > Call Center.

This dashboard only appears when your organization has a voice/contact-center integration connected and your user is set up as a caller on it. It shows the Call widgets only — quote and order metrics live in the dedicated Orders dashboard.

Date Filtering

Call center widgets include a date range selector:

1. Click the date dropdown in the widget
2. Choose a preset: Today, This Week, This Month, This Quarter
3. Data refreshes automatically

Conversations Dashboard

Track email and WhatsApp messaging performance. Access via Dashboards > Conversations.

Additional Filters

Filter conversations by:

• Number — Specific sender/phone number
• User — Team member handling conversations
• Business Hours Only — Exclude after-hours messages

Individual Customer Dashboard

When viewing a customer record, the Dashboard tab shows metrics specific to that customer.

Filtering Data

Team Filter

Filter dashboard data by team:

1. Click the Team dropdown
2. Select one or more teams
3. Widgets refresh to show only selected teams

Brand Filter

If you manage multiple brands:

1. Click the Brands dropdown
2. Select one or more brands
3. Data filters to selected brands only

Wholesaler Filter (Manufacturers)

Manufacturer users can filter by connected wholesalers:

1. Select a filter type (by sales filter or individual wholesaler)
2. Choose specific wholesalers or categories
3. View aggregated or filtered data

Refreshing Data

Click the refresh icon in the dashboard header to reload all widgets with the latest data. Widgets show a loading indicator while updating.

Exporting Widgets

Most widgets with a data table can be exported. Click the download icon in the widget header and choose:

• File — a CSV download you can open in Excel or Google Sheets.
• Image — a PNG snapshot of the widget, ideal for pasting into a Slack message, an email, or a slide deck.

The image export captures the full table, not just what's on screen — so if the widget is scrolled, the PNG still includes every row. Toolbar controls (toggles, date pickers, the export icon itself) are stripped from the snapshot so the image is clean.

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