Posts

Posted in Helpdesk manager

Hi Sandip, unfortunately not yet as new SLA features have not been released yet either. David

Posted in SLA reporting

YES for better SLA reporting 

Started Sales Director

Homepage dedicated to Sales Director. It has the following structure.

Tasks:
- My tasks (list)
- Tasks for my approval/review (list)
- Tasks closed by my last 7 days (list)
- Tasks created by me (list)
- Overall performance (gauge)
- Spent time calendar
- My attendance calendar

Sales performance:
- Overall performance (bar chart)
- Won cases this year (pie chart)
- Performance by sales representative (bar chart)
- Forecast by sales representative (line chart)
- Overall forecast (pie chart)

Sales supervision:
- New leads to assign (list)
- Forecast - contract date in past (list)
- Accounts with no next action (list)

Meetings:
- User's work calendar with important events (holidays, attendance, meetings etc.)