Welcome to the Empress Selling Dashboard guide. This guide is designed to help you understand and effectively use the Selling Dashboard in Empress, a feature that will transform the way you manage and view your sales data.
Introduction to the Selling Dashboard
The Selling Dashboard in Empress is an intuitive, user-friendly interface that provides a comprehensive overview of your company’s sales performance. It offers a profound insight into your business by displaying key sales metrics which include Annual Sales, Sales Orders to Deliver, Sales Orders to Bill, and Active Customers.
This feature also presents data in interactive charts for better visualization and understanding of sales trends, top customers, sales order analysis, and item-wise annual sales.
Primary Functions and Benefits
Here’s a quick rundown of the main functions and benefits of the Selling Dashboard:
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Viewing Sales Metrics: The dashboard provides a snapshot of your company’s key sales metrics, allowing you to quickly assess your sales performance at a glance.
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Sorting and Tracking Information: You can sort and track sales data based on various parameters. This makes it easy for you to quickly find the specific information you need.
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Analysis with Charts: The dashboard includes interactive charts that offer a visual representation of your sales data. This helps you identify patterns, trends and areas of improvement.
Using the Selling Dashboard
Using the Selling Dashboard is easy. Here’s how:
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To view your dashboard, navigate to the Empress main menu, click on the Selling module, and then select Selling Dashboard.
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To sort or track information, simply select the relevant metric or chart and adjust the parameters as needed.
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To edit the dashboard, you need to have administrator permissions. If you do, you can customize the dashboard to suit your business needs.
Roles and Permissions
Access to the Selling Dashboard is controlled by user roles and permissions. As a business user, you can view the dashboard and all the sales data it contains. However, editing the dashboard requires administrator permissions.
Summary
The Selling Dashboard in Empress is a powerful tool designed to help you manage your sales data effectively and efficiently. It provides a clear, concise, and comprehensive overview of your company’s sales performance, making it easier for you to make informed business decisions.
For additional help or information, please refer to the Empress user manual or contact our support team. Enjoy exploring and utilizing this feature to enhance your business processes.