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 the dashboard itself, but this is an upcoming feature.
How to see your total sales per client? #
- Click on the Dashboard module
- Click on the Sales view
- In the filters, select the desired criteria to filter the list of opportunities (click on More filters to display more criteria)
- In the sales section at the bottom of the page, select Client
