There are multiple entry points from which you can navigate to a desired location within the system. 


Learn more:


Dashboard Views and Navigation


Sales Snapshot Dashboard View


The Main Dashboard provides a comprehensive view.


The Account Executive Dashboard is a personalized view for this user to focus on their goals and to view and access important information quickly.


What you should know: You can navigate easily throughout the system via the dashboard or side bar.

  • Inbox/ Notifications Center
  • Customer Support
  • Chat (Production Spot conversations)
  • Dashboard Views - accessible from the left-side bar
  • Company, Contacts, Clients
  • Activities
  • Quotes/Contracts/Templates
  • Sales Results Chart
  • Probability Graph
  • Quote/Contract Status graph
  • Sales Overview
  • Production Overview
  • Traffic - Filters views
  • Reports - Sales Closed & Forecast
  • Reports - Activity



Main Dashboard - Sales Results graph:


When you hover over the Sales Results you can view the amount of sold contracts for that month.  By clicking on the graph you will open the Quote/Contracts page to view all the sold contracts for that month. When clicking on the wrench icon you can change your monthly view. 




Dashboard - Open Quotes By Probability graph:


By hovering over a particular color reflecting a probability you will identify the number of quotes at that probability.



Quote/Contract Status graph:


By hovering over a particular color you will identify the number of contracts at that status.



Sales Overview:


The Sales Overview consists of four tabs, Account Exec. Summary, Lost Opportunities, Forecast By Probability, and Sales Forecast by A/E. (Your view will be dependent upon your permissions).  A Sales Manager will see all A/E's and each A/E will see their own.



Production Overview:


The Production Overview provides alerts for production orders requiring attention.  The color of the symbol reflects the amount of days left until your production due date deadline. 3=green, 2=yellow, 1 or past due = red.