Dashboard Customization allows you to select which Transaction Types and Statuses will be included in the charts and graphs in the Pepperi app Dashboards.
The Dashboards this customization effects are:
- Rep Targets Dashboard
- Pepperi app Account Dashboard Revenue and Units charts
- Pepperi app general Rep Sales Dashboard Revenue and Units charts
To configure Dashboard Settings
Go to Settings -> Sales Activities -> Sales Dashboard Settings
Mark the Transaction Types and the Statuses to be included in the Dashboards
For example you may only want to include invoices only (from ERP) or only submitted Sales Orders (excluding Quotes and Returns) or simply all submitted transactions.
This customization will make the dashboards more meaningful and include only the data that you require. Only the Transaction Types and Statuses you selected will be included in the calculations for the graphs and charts.
Example of the Pepperi app General Sales Dashboard