In MyStore a number of default dashboards views have been prepared from Kvik HQ’s side, and involves;
Role | Subviews |
|---|---|
Franchisee | Projects, Phone calls, Activities |
Store manager | Projects, Phone calls, Activities |
Sales person | Offers, Activities, Daily calendar overview |
Back Office | Projects, Projects delivery |
Pre-mounting | Work orders, Projects delivery |
The list of available of dashboard(s) will depend on your role, that has been determined by the franchisee of the store.
To select a dashboard;
Click on the Dashboard item in the menu on the left
You will now see a number of boxes with information inside. This information, divided into columns, are based on what is called ‘Views’
Click on the small arrow pointing down (a new drop-down should appear with the accessible views for your user) to e.g. select the Franchisee dashboard
In the various Dashboards you will be able to find information regarding Active Projects, Phone calls and much more. Just like changing the dashboards, you can also change the sub-dashboards that you will find within the views.
Just click the small arrow pointing down and change to another sub-dashboard.