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  1. Business Insights by RFMS
  2. Dashboards

Dashboards

Sales Collection

  • Sales Overview My Job Type
  • Sales Overview Dashboard
  • Sales Trends Dashboard
  • Sales by Day Dashboard
  • Salesperson Performance Dashboard
  • Salesperson Averages Dashboard
See all 10 articles

Bids Collection (Premium)

  • Bids Overview
  • Bids Overview My Job Types
  • Closed Bids Performance
  • Open Bid Status
  • Bids Salesperson Performance

Quotes Collection

  • Quotes Overview My Job Type
  • Quotes Overview
  • Open Quotes Status
  • Quotes Salesperson Performance
  • Closed Quotes Performance

Profitability Collection

  • Profitability Overview
  • Income Report
  • Operating Expense Detail

Products Collection (Premium)

  • Product Overview My Job Types
  • Product Collection Introduction
  • Product Overview
  • Sales and GM Comparison
  • Primary Product Unit Averages
  • Manufacturer Division Review
See all 11 articles

Customer Collection (Premium)

  • Customer List with Sales & GM
  • Customer Performance
  • Invoice Detail from Customer Performance

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