Cloud dashboard provides insights into critical sales and project management metrics, shows ongoing progress on opportunities and projects, and highlights activities due for the day.
Cloud dashboard is designed to cater to all types of Cloud users—Business owners, Sales team, Project management team, Procurement team, and any other support staff helping you with your projects.
Dashboard views
Go to "Dashboard" in the left navigation menu to access the Cloud dashboard. Cloud provides 4 dashboard views: My Opportunities, All Opportunities, My Projects, and All Projects.
Click the "Opportunity" or "Project" icon at the top-left corner to switch between the Projects and Opportunities views.
Use the toggle in the top-right corner to switch between "My" and "All" views.
Sales Opportunities view
You will see the following widgets in the My Opportunities view.
My Opportunities This Month: A Bar chart with different opportunity stages and the total, project, service, and subscription value that you are working on. Clicking a bar in the chart takes you to the Opportunities page, filtered by the relevant stage.
My To-Dos: The to-dos due today and those that are overdue.
Opportunities Closing This Week: The list of opportunities closing this week, with the budget and the current value of the products and labor in them.
Open quotes and opportunities: The list of quotes and opportunities that are being worked on this month.
You will be able to see the All Opportunities view only if you have the "View all opportunities" permission.
Project Management view
You will see the following widgets in the My Projects view.
Calendar: The calendar for the month. Clicking a date will show the tasks on that day in the "Task" widget.
Tasks: The tasks scheduled for the day and the ones that are overdue.
Active Projects: The projects you are currently working on.
Products to Order: Click "View" to go to the Ready to Order page and order products that are not in stock for the projects.
Open Change Orders: The list of change orders that are pending for approval.
Unassigned Resources: The resources that have not been assigned any tasks.
You will see the All Projects view only if you have the "View all projects" permission.