Dashboard overview

Chris Horroll
Chris Horroll
  • Updated

The Dashboard can be used as a central hub from which you can get quick snapshots of need to know information. All of these can be filtered by branch and/or negotiator.


The Dashboard is made up of 10 widgets, some of which you can click into, to view in more detail. 

 
The widgets can show various pieces of information including Tasks, Pending Deals and Sales & Stock. As your database grows, the Dashboard will become further populated with Todo items and at a glance information. 

If you're working across a number of different branches, you can filter the Dashboard to view either all branches or a specific branch. Similarly, you can filter to see areas linked to a specific negotiator, or multiple negotiators. These filters affect everything shown on the Dashboard.

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