Overview and evaluations – the second!
The Management Board was released in June, and now it’s time to release the dashboard, functional, useful, and customizable for every employee. This gives consultants , in particular, the advantage of a better overview of their leads, appointments, and personal performance.
The dashboards will be activated during the course of August 27, 2024 (Tuesday).
Orders and lead performance
Overview of personal performance.
Leads and appointments
Assigned leads and appointments clearly visible.
Widget Orders
History of orders generated from leads.
Here’s how it starts:
You’ll be greeted by a welcome page. Depending on your permissions, this page will display some helpful preset widgets.
There will be personal dashboard settings for each user.
Note on dashboard settings
Widgets
The dashboard settings will contain several categories, each containing a different number of tiles. Each tile represents a widget, which is activated by clicking “ADD” on the dashboard. The widget can be dragged and dropped into the appropriate position.
Widget selection
Notes
More widgets will be released gradually.
The goal of the new dashboard is to replace the current system statistics with a simpler, clearer and individually adjustable tool.
Some of the widgets will have their own settings and functions. For example, the download icon can trigger an Excel export.
Widget with settings and export function
