Salesperson Dashboard

Sales (Left Quadrant)

Top left bar: Shows the total of the selected measure in the period against its goal. Use the boxes under the bar to set/change the period being shown, goal and the sales measure of the dashboard. The bar color changes among Low (red), Almost (orange), and Met (green) depending of the selected sales measure versus its goal.

Customer: Lists all customers with sales in the selected period sorted in a descending order by the selected measure.

Product: Lists all products with sales in the selected period sorted in a descending order by the selected measure.

Map: Lists all states with sales in the selected period sliced by the dropdown on the top of the map.

AR Aging (right quadrant)

Top bar: Shows the total AR Aging balance color coded by the aging buckets.

Customer: Lists all customers with AR Aging color coded and the total balance.

Custom Interactivity

Use the filters on the top right to filter the dashboard.

Select data points (such as customers, products and states) to filter the dashboard accordingly. Use Windows standards such as press and hold the Ctrl and Shift keyboard buttons for selecting multiple data points. To get out of the filtered mode, either click the Revert icon (reset view), or click on a blank area of the widget filtering the dashboard (ex.: if you clicked on a customer, click on a blank are of the Customer widget).

Select customers or products, click Sales Details on the pop up menu to reveal their sales transactions. 

Default Interactivity

Changing and Saving Parameter Values (such as Goals) in Advanced Analytics by DataSelf