Welcome to this user-friendly guide that’s designed to help you understand and utilize the Top Customers Dashboard Chart feature in Empress.
Introduction
The Top Customers Dashboard Chart is a practical and essential feature in Empress for business users. It provides a clear visual representation of your top customers over a specified period. This feature is crucial for sales and marketing teams, helping monitor customer trends, measure sales performance, and guide strategic decision-making.
Primary Functions and Benefits
The Top Customers Dashboard Chart provides numerous benefits:
- Visual Representation: It displays your top customers in a bar chart format, making it easy to interpret data.
- Customizable Time Periods: You can set the chart to display data yearly or based on other periods suiting your business needs.
- Dynamic Filters: The chart dynamically filters data based on your company and fiscal year.
Using the Top Customers Dashboard Chart
To make the most of this feature, follow these steps:
- Navigation: Start by navigating to the Selling module, then proceed to the Dashboard view.
- Viewing the Chart: Locate the Top Customers chart. It should be a bar chart with your top customers displayed.
- Editing Time Period: To edit the time period displayed, click on the filters_json field and select your desired time period.
- Sorting Information: To sort the information displayed, click on the y_axis field and select your preferred sorting parameter.
User Roles and Permissions
As a business user, you have permission to view and edit this chart. However, only the Administrator can modify the dynamic filters and other technical aspects of the chart.
Conclusion
The Top Customers Dashboard Chart feature is a valuable tool for any business user in Empress. It provides essential insights into customer trends and sales performance, helping drive data-informed business decisions.
For additional assistance, please refer to the user guide or reach out to our support team. We’re committed to ensuring you get the most out of Empress’s features. Enjoy exploring and utilizing the Top Customers Dashboard Chart!