Dashboards
- Salesperson Dashboard
- Review the Dashboard KPIs
- Grant access to dashboard KPIs
- Filter and sort data in dashboard KPIs
- Export data from a dashboard KPI
- Print a Dashboard KPI
Accounting Dashboard Tiles
Sales Dashboad Tiles
- Compare credits over the last year (12M Credits Dashboard)
- Compare gross profit percent over the last year (12M GP % Grid)
- Compare number of invoices over the last year (12M invoices Grid)
- Review the total number of line items by month (12M Lines Grid Dashboard)
- Review the average number of line items per invoice by month (12M Lines/Invoice Grid Dashboard)