Order Management System. What's new
← Version 1.37.55.0

“Sales by Rep” Dashboard

Dashboard tab:

  • “Sales by Rep” bucket:
    • was added next to the POS Sales bucket;
    • after clicking -> the Sales by Rep Dashboard is opened;
  • “Sales by Rep” Dashboard:
    • on the Dashboard is displayed data for selected Sales Rep from the list;
    • Sales Rep List:
      • is displayed the list of sales rep in the system;
      • for each of the sales reps is displayed checkbox;
      • by default are checked all checkboxes;
      • if the checkbox is checked -> on the Dashboard are displayed statistics for the corresponding rep;
      • for each of the statistics was added Date Range date picker;
    • contains next statistics:
      • Processed Orders statistic:
        • is displayed as Datagrid:
          • Weekday;  
          • processed SO counts in the selected period and weekday for checked Sales rep;
          • processed Sum of SO total amounts in selected period and weekday for checked Sales rep;
        • Total:
          • are displayed the processed total amounts sum of the day;
      • Draft Orders statistic:
        • is displayed as Datagrid:
          • Weekday;  
          • draft SO counts in selected period and weekday for checked Sales rep;
          • draft Sum of SO total amounts in selected period and weekday for checked Sales rep;
        • Total:
          • is displayed the draft total amounts sum of the day for checked Sales rep;
      • Sales Year Over Year statistic:
        • is displayed as Datagrid;
        • is displayed statistic of Sales by Rep;
        • the Datagrid contains the next column:
          • This Year(2022) -> data is displayed for the corresponding data range this year;
          • Last Year(2021) -> data ise displayed for the corresponding data range of the last year;
          • Change -> difference of date range data in this year(2022) and last year(2021)  in percent;
          • Year before(2020) -> data is displayed for the corresponding data range of the last year;
          • Change -> difference of date range data in this year(2022) and year before(2020) in percent;
      • Daily Payment Summary statistic:
        • is displayed as Datagrid;
        • is displayed statistic of Sales by Rep;
        • is displayed the list of Sales Rep Payment in the day Date Ranges;
        • is displayed the sum of Daily Payment;
        • at the bottom of the statistic is displayed the sum of all week days;
      • A/R Aging Summary statistic:
        • statistic contains the report with data for unpaid invoices since the time the sales invoice was issued along with their duration;
        • are displayed next durations:
          • 1 – 30 Days -> A/R aged balances between 1 – 30 days;
          • 31 – 50 Days -> A/R aged balances between 31 – 50 days;
          • 51 – 60 Days -> A/R aged balances between 51 – 60 days;
          • 61 – 80 Days -> A/R aged balances between 61 – 80 days;
          • 81 – 90 Days -> A/R aged balances between 81 – 90 days;
          • > 90 Days -> A/R aged balances greater than 90 days;
        • at the bottom are displayed Totals:
          • Total -> Total = (1 – 30 Days) + (31 – 50 Days) + (51 – 60 Days) + (61 – 80 Days) + (81 – 90 Days) + (> 90 Days).

OMS Web -> Settings -> Permission:

  • were added new permissions to General tab -> General List:
    • View Sales by Rep Dashboard:
      • if for user the checkbox is unchecked:
        • Sales by Rep Dashboard is hidden from the Dashboard bucket;
    • Can view Sales by Rep Dashboard only by user Sales rep:
      • if for user the checkbox is unchecked:
        • on the Sales by Rep Dashboard the user has the ability to see only his Sales rep statistics.