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Installation Company ERP / CRM

Knowledgebase

How To Produce a Sales Dashboard Report in MI

Run through the following steps to produce a Sales Dashboard Report

  1. Firstly, click on the menu and click on MI, ‘Sales Dashboard’.
  2. To change the report date, change the dates in the top right-hand side corner.
  3. Below this you can change the customer type to Retail, Trade or All.

 

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