Installation Company ERP / CRM


How To Produce the Overall Direction Visual Dashboard in MI

Instructions on how to produce the overall direction visual dashboard in MI:

  1. Firstly, click on the menu and click on MI, ‘Overall Direction Visual Dashboard’.
  2. To change the report date, change the date 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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