Business dashboards are designed to display key information at a glance. These tools streamline the workload of management staff by enhancing the efficiency of each review process.
Solar eCRM includes default dashboards for instantaneous reviews.
The main dashboard contains six boxes:
The order status table tallies orders by status type, total, MTD and YTD. This table provides a prompt overview of orders and installations. You may click on a status type to explore those orders further.
You may click ‘view more’ or equivalent on each box. For example if you select ‘view maps’ on the Google Maps box the system shall show you maps grouped by leads, quotes, orders and installations.
The leads dashboard contains two boxes; one box displays a tally of unassigned leads and the other box is a ticker displaying latest leads notes. The leads dashboard is designed to blend with your business acumen to increase your leads conversion ratio.
The quote dashboard contains two boxes; one box displays a tally of quote status and the other box is a ticker displaying latest quote notes. The quotes dashboard is designed to blend with your business acumen to increase your quotes conversion ratio.
Solar eCRM’s business dashboards are a sensible home page for management staff at your solar retail business.
Only Company users and Admin users may access the full view of this dashboard. Sales Rep users and Sales Agency users are granted a partial view of the dashboard with information pertaining to their individual or agency statistics. Sales Rep users and Sales Agency users also view a large “Announcements” banner prominently displayed on their business dashboard. Lead generators may only access the leads dashboard.
Solar eCRM blended experience in the solar retail industry with computer know-how to develop these user friendly and informative business dashboards.
