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Articles tagged "dashboard" returned 46 results.
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Creating Sales Target Charts
Creating Target Dashboards Target dashboards can be created from the Sales or Forecasts Lists. Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date. Info In...
Manage your monthly sales meetings
...Meetings Dashboards In the meeting click through to segments of a chart or click on individual items on a list and update records as you go along. Quickly view your...
Pin to Home Page & Menu
Home Page Use your Home Page to display frequently used/ viewed Dashboards Click on the Gold-Vision logo (top left of the screen) or use the View menu. Close modal Pin...
Homepage
...Start course Close modal Gold-Vision Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon!...
Monitor activity
...can then create Widgets and Charts from this list then add them to Menus or Dashboards : Close modal See Dashboards for more information about creating Charts and Reports. ...
Sales Reports
...Sales Charts & Dashboards From the homepage you can create tabs from the Actions ribbon by selecting New Tab. Charts can be added to tabs. You can create a Sales...
Using Privacy Actions in Gold Vision GDPR
...Data Administrator via the Privacy Dashboard. Personal details contained in data sources will also be removed and will also be deleted from any Data Sources into which the contact has...
Knowledge Hub Courses
...Marketing Look out for our Gold-Vision Marketing course coming soon! Close modal Reporting & Dashboards Look out for our Reporting & Dashboards course coming soon! See the latest release notes...
Creating A Gauge Chart
...to add it to an Existing or New Dashboard: Close modal Click Pin to Home Page, and then your Gauge Chart will appear on your Home Page Dashboard Close modal...
Using your Sage 200 integration
...Utilise Gold-Vision dashboards for the purpose of generating sales reports sourced from Sage 200 data. Review purchase history for a customer when they make an enquiry. The transaction history import...
