18. Dashboard [7:55]

Description: This video provides an overview of the Dashbaord in the Core3.

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Transcript:

Let’s take a closer look at the Dashboard in the Core3. The Dashboard provides quick and easy access for analyzing all vital data and goal management. We will look at each tab available on the Dashboard to clarify how you can get a comprehensive view of your data. Each Dashboard as you can see contains filters allowing you to view only the data that you need in either a list, chart, or graph with the exception of the Tasks tab that simply views all tasks in a list. The Task tab in the Dashboard allows you to view and manage tasks for any Core user based on the filters applied. In this example we’ll go ahead and change the filter to this quarter to view the tasks this quarter. And here you could remove your users, I’ll go ahead and just unlink Melinda and Marc, and now as you can see I’m viewing all of the tasks this quarter for Sally, she currently has two. You also have a few more filter options, to view only incomplete tasks with let’s say a high priority, and now we can see I only have one task that has a high priority. If you wanted to look at the task in detail you would simply select the blue arrow here and that’s going to open up the specific task details.

1:25 The Opportunities tab allows you run reports and view estimated revenue flows. Here you can view all opportunities based on the criteria specified. Again let’s go ahead and we’ll just change the date range to this quarter and I have three opportunities for this quarter. And we have additional filter options such as Stages, let’s say you don’t want to view any stages that have been completed, you could uncheck the completed. We also can filter based off of Categories, as well as Sales Reps, and a minimum and maximum value of the opportunity. In addition to viewing the opportunities in a List View and being able to select the blue arrow to navigate to the opportunity here, you can also view the opportunities based off of their stages in a bar graph and also based off of the categories in the Category Bar here. These are handy bar graphs that you can copy and paste if you need to use them on additional reports or presentations.

2:24 Since most sales are preceded by estimates then the Estimates tab allows you to track and review all estimates that meet the specific criteria. Again I’ll go ahead and change the date range to this quarter and as you can see we now have five estimates for this quarter. Similar filters apply, we can uncheck all of the estimates that are not approved; here I can see I have three. And we can also filter based off of our Sales Reps as well as minimum and maximum value of the estimate. Selecting the blue arrow will navigate you to the specific estimate, and again we also have a Stage Bar and a Class Bar for your use.

3:05 The Orders tab allows you to easily manage and track all orders during the sales process. Orders that meet the specified criteria can be viewed in a List, a Stage Bar or a Class Bar. So again we’ll just stick with this quarter, go ahead and select this quarter, and similar filter options, you can filter out, let’s say we don’t want to view any completed orders, and here I have my List, Stage Bar and Class Bar.

3:32 Moving down the line the Invoices tab allows you to easily manage and track all of your invoices. And we’ll change the date range to this quarter, we will omit any invoices that are obsolete and unsent, and we could even remove any invoices that have been associated with Melinda as the Sales Rep. And currently we’re looking at two invoices, and here we can view the invoices by the Stage Bar or Class Bar.

4:05 The Projects tab provides you with easy access to manage and review all projects that fit your specified criteria. So let’s specify our criteria again here we’ll put the date range as this quarter and I’ll just leave my Stages and Categories filters as is. We can go to the Stage Bar, Category Bar and again these are just nice and handy for presentations and copying and pasting on to other reports that you might need to present in a meeting.

4:36 The Goals tab allows you to set and monitor individual and company goals. Goals will be displayed in bar graphs showing the month to date, projected, and actual goals. We also have a Year tab showing you the year to date, projected and actual goal. Individual goals are calculated from the orders total and order date for each Sales Rep and company goals are calculated from all order totals and order dates. So what we would first need to do is go to the Goals Setup tab and actually create some goals for our individual, currently I have projected goals for the last three months in 2010 and we’ll go ahead and just add additional goals here for 2011. And you can kind of see how you would add additional goals for each sales rep. And if you need to select a different sales rep you just simply select the field, begin typing and here we can tab down to set up goals for an additional sales rep here. Here I could go ahead and fill in last quarter for 2010 for Melinda since we don’t have those in here yet, and so forth; so you see how to set up individual goals.

6:02 Company Goals are similar as well you just go to the Company tab and here you can go ahead and put in your company goals. I already have a few company goals in here for the last quarter of 2010 and we’ll just bump it up a notch for January 2011. Now if we were to go to the Individual tab and let’s go ahead and select Sally as the Sales Rep that we want to view all of her monthly and yearly projections and actual goals. And here you can see for the current month that we’re on we have our month to date, projected, and goals that we set for our Sally Sales Rep. We can also go to the Company tab and here we can see a month view or a year view of our year to date, projected, and actual goals. And again the total for goals as well as the dates are pulled from any orders that you have, so if we were to navigate to the Orders and show all of these records, perhaps let’s go to a List View, the totals here as well as the orders date are what we’re going to be seeing when we go to the Goals tab. Now of course this can be customized if you would rather view goals for invoices or estimates but we find it most appropriate to use the figures from all orders.

7:23     This is just a brief overview of the many features and possibilities of the Core3. For more information on what the Core3 can do for you please explore this website, review the videos and documentation, and download a demo. Please contact us via email, phone, or browse our forum if you have additional questions. We look forward to hearing from you and automating your business to operate more efficiently.

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