Sales Dashboard

What this page is for

Sales Dashboard is the morning sales control page. It summarizes open opportunities, forecast, conversion movement, follow-up pressure, and sales revenue signals so the owner can decide where sales staff should focus.

Who should use it

Owner, manager, sales lead

Where to find it

/dashboard/sales

Before you start

• Use dashboard metrics as triage, not as the place to edit deals. Open the underlying Opportunity, Task, Person, or Transaction before changing records.
• Open deals and weighted forecast depend on opportunity stage, expected plan, owner, and expected close date being kept accurate.
• Overdue and due-today follow-up counts are only useful when staff log task outcomes immediately after calls, WhatsApp, SMS, email, visits, or tours.
• If revenue and won-deal numbers look wrong, audit whether the sale was completed through POS and linked back to the same person/opportunity.

Daily workflow

• Owner or sales lead opens Sales Dashboard at shift start.
• Review open deals, stage pressure, due follow-ups, and recent wins/losses.
• Click through to Opportunity or Tasks for action. Assign owner, update stage, log outcome, or create next follow-up there.
• At closing, compare dashboard sales with Transactions and POS collections before treating the day as reconciled.

Watch out

• Do not move opportunities just to improve the dashboard. Stage movement should reflect a real customer outcome.

Related help

• Use the left menu to open related pages in Reports and Audit.
• Use Ask Docs for questions that are already covered in this public documentation.