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.
| Dashboard | Purpose |
|---|---|
| Custom | Your personalized widget layout |
| Sales | Sales performance and goal tracking |
| Customers | Customer activity and engagement |
| Call Center | Phone call analytics |
| Conversations | Email and WhatsApp metrics |
| Operations | Operational KPIs |
Your landing page defaults to the Custom Dashboard where you can build your own view.
Custom Dashboard
Build a personalized view with the widgets that matter most to you.
Adding Widgets
- Click the edit icon in the dashboard header
- Select Add Widget from the menu
- Browse available widgets by category
- 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
- Enter edit mode by clicking the edit icon
- Click the delete icon on any widget
- The widget is removed immediately
- Click Save to confirm or Reset to undo
Widget Categories
Widgets are organized into eight groups covering all aspects of your business.
Sales Widgets
Track revenue and performance against targets.
| Widget | Description |
|---|---|
| Sales Forecast | Projected sales for the current month |
| Salesmen Evolution | Current month, forecast, and year-over-year by salesperson |
| Top Customers Variation | Customers with biggest sales changes |
| Sales (12 months) | Monthly sales trend for the past year |
Goals Widgets
Monitor progress toward targets.
| Widget | Description |
|---|---|
| Goals Evolution | Track progress toward sales targets |
| Personal Goals | Your individual goal progress |
| Team Goals | Team-level goal progress |
| Visits vs Goals | Compare actual visits against targets |
Customers Widgets
Analyze customer engagement patterns.
| Widget | Description |
|---|---|
| Monthly Active Customers (MAC) | Unique customers who purchased this month |
| Weekly Active Customers (WAC) | Unique customers who purchased this week |
| Daily Active Customers (DAC) | Unique customers who purchased today |
| Average Sales per Customer | Mean order value across your customer base |
Calls Widgets
Monitor call center activity.
| Widget | Description |
|---|---|
| Calls per User | Call counts and ratios by operator |
| Calls by Status | Breakdown of completed, missed, voicemail calls |
| Calls per Day | Daily call volume trend |
| Calls per Hour | Hourly distribution to identify peak times |
| Calls by Origin | Inbound vs outbound call split |
| Lost Calls | Abandoned or unanswered calls |
Quotes Widgets
Track quote performance and conversion.
| Widget | Description |
|---|---|
| Orders vs Quotes | Quote-to-order conversion trend |
| Quotes by Brand | Quote distribution across brands |
| Quotes Converted Ratio | Percentage of quotes becoming orders |
Financial Widgets
Monitor financial health.
| Widget | Description |
|---|---|
| Due Amounts | Outstanding receivables |
| Annual Run Rate | Projected annual revenue |
Conversations Widgets
Track messaging performance.
| Widget | Description |
|---|---|
| Open Conversations | Active threads awaiting resolution |
| Unanswered Conversations | Messages pending your response |
| Unassigned Conversations | Threads not yet assigned to anyone |
| First Reply Time | Average time to first response |
| Customer Waiting Time | How long customers wait for replies |
| Resolution Time | Time from first message to resolution |
| Sent Messages | Outbound message volume |
| Received Messages | Inbound message volume |
Operations Widgets
Monitor operational metrics.
| Widget | Description |
|---|---|
| Order Processing Time | Average time to process orders |
| Pending Orders | Orders awaiting fulfillment |
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.
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.
Call Center Dashboard
Monitor phone call activity and operator performance. Access via Dashboards > Call Center.
Date Filtering
Call center widgets include a date range selector:
- Click the date dropdown in the widget
- Choose a preset: Today, This Week, This Month, This Quarter
- 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
Operations Dashboard
Monitor operational efficiency. Access via Dashboards > Operations.
Track order processing times, pending orders, and other operational KPIs.
Individual Customer Dashboard
When viewing a customer record, the Dashboard tab shows metrics specific to that customer.
| Widget | Description |
|---|---|
| Sales Trend | 12-month sales history chart |
| Quotes Conversion | Quote-to-order conversion rate |
| Forecast | Projected monthly sales |
| Latest Events | Recent activity log (last 7 days) |
| Activities Evolution | Visit and call trends |
| Invoice Expiration | Upcoming due dates |
| Upcoming Activities | Scheduled visits and tasks |
| Active Agreements | Current pricing agreements |
Filtering Data
Team Filter
Filter dashboard data by team:
- Click the Team dropdown
- Select one or more teams
- Widgets refresh to show only selected teams
Brand Filter
If you manage multiple brands:
- Click the Brands dropdown
- Select one or more brands
- Data filters to selected brands only
Wholesaler Filter (Manufacturers)
Manufacturer users can filter by connected wholesalers:
- Select a filter type (by sales filter or individual wholesaler)
- Choose specific wholesalers or categories
- 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.