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Ken Norvell

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Recent activity by Ken Norvell
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  • Product Overview

    1. Dashboards
    2. Products Collection (Premium)

    Premium Dashboard This dashboard provides an overview of a company's sales revenue and gross margin for products. The Primary products filter is checked by default consisting of typical flooring pr...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Quotes Salesperson Performance

    1. Dashboards
    2. Quotes Collection

    This dashboard displays the salesperson performance for Quotes by count, value and avg days to close. Use the "My Store", “My Salesperson” and "Benchmark" filters to select the data you want to dis...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Operating Expense Detail

    1. Dashboards
    2. Profitability Collection

    This dashboard provides a visual look at expenses in order of highest to lowest on the chart on the left.  The chart on the right displays expenses in order of difference from benchmark expenses as...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Invoice Detail from Customer Performance

    1. Dashboards
    2. Customer Collection (Premium)

    Invoice Detail is available for display from these dashboards: Sales Overview Sales Overview My Job Types  Customer Performance Click on the Invoice in the Show Detail report and this will direct...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Sales and GM Comparison

    1. Dashboards
    2. Products Collection (Premium)

    Premium Dashboard This dashboard provides an overview of a company's sales revenue for products and gross margin comparison by product category. Primary products are checked by default. These consi...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Closed Quotes Performance

    1. Dashboards
    2. Quotes Collection

    This dashboard provides the closed quotes performance metrics.   Closed Ratio by Quote Count & Value Key Performance Indicators (KPI's) Avg Close Ratio by Count: The total number of quotes for a ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Primary Product Unit Averages

    1. Dashboards
    2. Products Collection (Premium)

    Premium Dashboard This dashboard provides an overview of your unit sell price, cost, and gross margin averages for all Primary Products with a square foot unit of measure.  These consist of typical...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Sales Overview Dashboard

    1. Dashboards
    2. Sales Collection

    This dashboard provides an overview of a company's performance of all stores and job types based on Net Sales and Gross Margin.  Select the Delivered Sales or Written Sales radio button to change t...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Manufacturer Division Review

    1. Dashboards
    2. Products Collection (Premium)

    Premium Dashboard This dashboard provides detailed metrics of a company's products sales and allows the dealer to filter and aggregate product performance by manufacturer and division.  It also pro...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Manufacturer-Division Benchmark

    1. Dashboards
    2. Products Collection (Premium)

    Access to this dashboard is provided from the Manufacturer Division Review by clicking on the Manufacturer name in the BI Manufacturer column. This dashboard provides detailed metrics of a company'...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes