Dashboard Customization allows you to customize the Transaction Types and Statuses that will be included in the charts and graphs in the Pepperi Web Admin and Sales Rep Dashboards.
The dashboards provide sales statistics and you can decide which types of transactions and statuses should be included in the calculation of those statistics.
The Dashboards are:
- Web Admin Order dashboard
- Web Admin Rep Target dashboards
- Pepperi App Account Sales dashboard
- Pepperi App general Sales dashboard
Mark the Transaction Types and Transaction statuses to be included in the statistics graphs and charts contained in the dashboards.
For example you may only want to include invoices only (from ERP) or only submitted sales 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.