Company Dashboard
The Company Dashboard gives managers and the whole team a single, always-on view of how the business is tracking this month and year. It’s designed to be left running on a TV or monitor in the office — figures refresh automatically and a full-screen mode removes the app chrome.
Open it from the sidebar under Company Dashboard, or go to /company-dashboard.
What it shows
Section titled “What it shows”The dashboard is laid out as a grid of widgets. Each one is described on its own page:
- Widgets — every tile explained (Summary Figures, Month Goal, Month Sold Comparison, YTD Sold Comparison, Monthly Sold Trend, Marketing Table Board, Dynamic / Fixed Metrics Boards, Business Unit Sold Widget, Leaderboard).
- Full-screen mode — hiding the sidebar and top bar for wallboard displays.
Who sees it
Section titled “Who sees it”Any user with access to reporting can view the dashboard. Sales figures respect your business-unit permissions — users who can only see a subset of business units see the corresponding subset of widgets.
How the numbers are calculated
Section titled “How the numbers are calculated”- “Sold” values come from quote options with an APPROVED status.
- Monthly and YTD comparisons use the current month / current calendar year versus the same period last year.
- Goal progress uses the month goal configured in Manage → Goals.
If a figure looks wrong, first check the approval status of recent quotes and the goal configuration — the dashboard is a live view of whatever the system currently holds.