{"id":37916,"date":"2023-12-01T11:01:05","date_gmt":"2023-12-01T16:01:05","guid":{"rendered":"https:\/\/team.centrix.one\/?post_type=docs&p=37916"},"modified":"2023-12-06T15:21:45","modified_gmt":"2023-12-06T20:21:45","password":"","slug":"guide-sales-dashboard","status":"publish","type":"docs","link":"https:\/\/www.centrix.one\/en\/faq\/crm-dashboard\/guide-sales-dashboard\/","title":{"rendered":"Guide: sales dashboard"},"content":{"rendered":"\n
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Introduction<\/strong><\/h2>\n\n\n\n

The Sales<\/strong> view of the CentrixOne dashboard gives you 100% visibility of all opportunities available in the CRM. Thanks to the filters, you can analyze your sales figures for a given period and even view your sales by revenue category (product), representative or client.<\/p>\n\n\n\n

Please note that it is currently not possible to export the dashboard itself, but this is an upcoming feature.<\/p>\n<\/div><\/div>\n\n\n\n

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How to see your total sales per client?<\/strong><\/h2>\n\n\n\n
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  1. Click on the Dashboard<\/strong> module<\/li>\n\n\n\n
  2. Click on the Sales<\/strong> view<\/li>\n\n\n\n
  3. In the filters, select the desired criteria to filter the list of opportunities (click on More filters<\/strong> to display more criteria)<\/li>\n\n\n\n
  4. In the sales section at the bottom of the page, select Client<\/strong><\/li>\n<\/ol>\n\n\n\n