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Dashboard 'Sales Quote Scoring Analysis (8011)': general explanation

In the standard dashboard 'Sales Quote Scoring Analysis', a scoring analysis is created based on the sales quotations. At a glance, you get all quotation values per customer or per salesperson, divided into Order and No Order.

 

 

Target Audience

  • Salespersons

 

Where in MKG?

  1. Open the module Sales Dashboard.
  2. If the dashboard is not displayed immediately: click the hamburger
    in the top right toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views
    button and select Sales Quote Scoring Analysis (8011).

 

Parameters

  • From: the date from which the dashboard shows data.
  • To: the date up to and including which the dashboard shows data.

 

Details

  • This tab contains no details.

 

Add to 'My Dashboards'?
Do you use this dashboard regularly? Add it to My Dashboards and make this module available from the MKG Homepage. This way you create your own cockpit from the data in your database. How to add dashboards is explained in How to Set Up 'My Dashboards'.

 

 

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