The Main Dashboard report shows company revenue on the following charts:
Month-to-Date Sales
Top Clients
Top Services & Top Service Packages
Top Employees
Note By default you can see sales in all areas made by all teams for the current month.
You can filter sales data by particular area, team, and any of the previous 12 months.
In the Search pane, enter the appropriate filter settings, and then click Find.
You can export the Main Dashboard report to PDF, MS Word, MS Excel, CSV, or TIFF file by clicking the Export button on the toolbar.
Month-to-Date Sales
The Month-to-Date Sales line chart shows how your revenue was growing during selected month in comparison with the previous month.
Top Clients
The Top Clients bar chart shows the most revenue-generating customers for selected month.
Tip You can click the title of the chart to display the report in a tabular format.
Top Services & Top Service Packages
The Top Services doughnut chart and the Top Service Packages pie chart show the most revenue-generating services and service packages for selected month.
Tip You can click the title of the charts to display the reports in a tabular format.
Top Employees
The Top Employees bar chart shows the most revenue-generating employees for selected month.
Tip You can click the title of the chart to display the report in a tabular format.
