From Winner Bizz version 12.0h, users can access to the Winner Bizz Dashboard.
A Dashboard is a visual representation of all of your data and allows an efficient monitoring of your performance.
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Communication: This part shows you how many unread tasks and mails needs your attention.
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Sales indicators: Your sales KPI are represented visually represented: from the shop entries to the confirmed sales, you now have a clear view on your performance. The sales and quotation gauge takes into account the sales objectives. For more information, please see Sales objectives.
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Filters: Personalise your Dashboard with filters: by Month, by Company, and by User. Clicking on the filter icon will open the Dashboard filters dialog. Select which company and which users you want to include in your Dashboard.
Note: The data displayed depends on the user rights granted. For example: You will not be allowed to see other users' projects if you don't have the corresponding user rights. For more information about user rights, see Personalise user rights.
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Analytics: This part regroups all the cards, regrouped by category.
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Cards: The cards inform you with the statistics of each category. Clicking on one of the cards will redirect you to the corresponding page in Winner Bizz, already filtered according to your Dashboard filters.
For example, if you filtered your Dashboard by ticking the Show only my projects case, clicking on the Critical orders card will redirects you to the Critical orders list, already filtered on your projects.
- Quick access: You can go back to your Dashboard by clicking the Dashboard icon on your toolbar.
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