{"id":37916,"date":"2023-12-01T11:01:05","date_gmt":"2023-12-01T16:01:05","guid":{"rendered":"https:\/\/team.centrix.one\/?post_type=docs&#038;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<div class=\"wp-block-group faq-frame\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-medium-font-size\" id=\"h-introduction\"><strong>Introduction<\/strong><\/h2>\n\n\n\n<p>The <strong>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<p>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<div class=\"wp-block-group faq-frame faq\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-medium-font-size\" id=\"h-how-to-see-your-total-sales-per-client\"><strong>How to see your total sales per client?<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the <strong>Dashboard<\/strong> module<\/li>\n\n\n\n<li>Click on the <strong>Sales<\/strong> view<\/li>\n\n\n\n<li>In the filters, select the desired criteria to filter the list of opportunities (click on <strong>More filters<\/strong> to display more criteria)<\/li>\n\n\n\n<li>In the sales section at the bottom of the page, select <strong>Client<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls muted poster=\"https:\/\/team.centrix.one\/wp-content\/uploads\/crm-centrixone-thumbnail-dashboard-sales.png\" preload=\"auto\" src=\"https:\/\/team.centrix.one\/wp-content\/uploads\/crm-centrixone-dashboard-sales.mp4\"><\/video><\/figure>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Introduction The Sales 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. Please note that it is currently not possible to export &#8230; <a title=\"Guide: sales dashboard\" class=\"read-more\" href=\"https:\/\/www.centrix.one\/en\/faq\/crm-dashboard\/guide-sales-dashboard\/\" aria-label=\"Read more about Guide: sales dashboard\">Read more<\/a><\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[928],"doc_tag":[],"class_list":["post-37916","docs","type-docs","status-publish","hentry","doc_category-crm-dashboard"],"year_month":"2026-08","word_count":114,"total_views":"287","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"","author_nicename":"","author_url":"https:\/\/www.centrix.one\/en\/author\/"},"doc_category_info":[{"term_name":"Dashboard","term_url":"https:\/\/www.centrix.one\/en\/faq\/crm-dashboard\/"}],"doc_tag_info":[],"jetpack_sharing_enabled":true,"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs\/37916","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/comments?post=37916"}],"version-history":[{"count":8,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs\/37916\/revisions"}],"predecessor-version":[{"id":38017,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/docs\/37916\/revisions\/38017"}],"wp:attachment":[{"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/media?parent=37916"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/doc_category?post=37916"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.centrix.one\/en\/wp-json\/wp\/v2\/doc_tag?post=37916"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}