Manager's Dashboard

General Information

The Manager's Dashboard provides a central screen that displays all the vital information regarding your company's operations in M.O.M. The Dashboard screen also provides the ability to send the reports to an email address or even a Mobile Phone as a text message.

See Also

User Dashboard Settings

How to Use the Screen

REFRESH- Click this button to have the dashboard retrieve the latest data from M.O.M.

SEND REPORTS- Select this to send the dashboard information displayed to either the email address or the Mobile Phone entered in the Dashboard Settings Screen.

SEND CHAT- In the Dashboard screens where User ID's are listed, you can send a user a chat message by clicking on the user ID, then clicking on the Chat button. The MOM Chat screen will display with that user selected.

Orders On Review

View a list of orders that have been put "On Review." These are orders that were entered by a User ID designated as a Trainee or orders that have conflicted with one of the restrictions set forth in the Manager's Authorization settings.

Note: Users with Manager's Authorization rights can view and approve orders from this screen.

MOM User Activity Log

View a list of M.O.M. users along with their User ID's, their User Roles if any, their Login Status and their Log times.

Telemarketing Activity Log

For users of the Contact Management Module, view a list of users who have calls assigned to them.

The list includes the number of calls assigned, compared to those completed and those pending.

The screen also keeps track of the number of Notices and Catalogs that were requested and the number sent.

INCLUDE UNCOMPLETED CALLS FROM PREVIOUS DAYS- Select this option to view the calls that are pending completion, regardless of the settings in the User Activity Dashboard Settings.

DISPLAY ACTIVE USERS ONLY- Select this option to view the telemarketing information for users who are currently logged into the system only.

Packer's Activity Log

View a list of users who are assigned as Pickers, Packers, or Picker/Packers and their duration of time in the Packer's Workstation.

DISPLAY ACTIVE USERS ONLY- Select this option to view the activity for users who are currently logged into the system only.

CHANGE TASK- Highlight a user, then click this button to switch a user between being a Picker or a Packer.

Note: You cannot change the task of a user who is designated a Picker/Packer

Daily Order Activity

View a list of orders according to the settings in the Orders tab of the Dashboard Settings screen. These orders are broken down by category and Customer Name.

Staff Activity

View a list of MOM users based on:

• Sales Person Productivity

• Order Entry Price Changes

• Assigned Telemarketing Call Completion

Product Performance

View a list of Products based on the Profitability and Inventory details set in the Products tab of the Dashboard Settings screen.

Financial Activity

View payment information from current orders and expected revenue Receivables, Quotes, and Unredeemed Gift Certificates.

Customer Information

View Customer Information broken down by:

• Customer Value: The profit generated by specific customers

• Overall Number of Customers: Ordering Customers vs. Non-Ordering Customers (Prospects)

• Domestic and International Customers