add 'Company/Team' to the Sales Plan on the dashboard
At the moment we can only view individual consultant's performance against target. It would be great if we could view the company's performance because when all is said and done that is the key metric.
9
votes
Carl Booth
shared this idea
Hi Adam
KPIs can be reported on via the Reports Dashboard where you can filter by user, all users, team.
You'll find more info on using the reports dashboard here: https://fishtank.firefishsoftware.com/en/articles/6682608-creating-and-editing-report-cards
Thanks
Ross
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Adam Curtis
commented
Can we have a function on the Dashboard to see all figures collated together for the whole office so we can see how we are tracking as an office without having to run any reports? At present it only gives a snapshot of each individual user separately.