SalesScreen provides a powerful toolbox for creating your own personal dashboard. There are many ways you can customize the dashboard, but this article should help you get started and follow best practices.
An example company is used throughout this article to help you relate to your own company.
Paperclip is an insurance company with 50+ employees who is selling life and home insurance. 3 of the employees are sales leaders who has administrator rights in SalesScreen.
If you have more than one office, keep in mind that this process has to be done for each one of them.
Step 1 - Figure out how many boards you need
How divided is your company regarding user activities? The more divided you are, the more boards you should configure.
Paperclip creates 3 boards given their diversity of employees. Their sales leaders are focusing on data for their teams and office. Regular sellers focus on themselves and how they do compared to their colleagues.
- 1 board for the regular sellers
- 1 board for the administrators (sales leaders)
- 1 additional board that acts as a Wall of Fame
The setup looks like this.
Now it's your turn. Go ahead and create the number of boards that you feel is necessary. Don't worry about the other settings just yet. Start simple and enter the title of each board, pick a suitable icon and click on Add Board.
Step 2 - Configure board access
Configure the access of the board if you want to restrict / hide the data from a group of employees because the data is confidential or not relevant for the group. If you want every employee to access everything, skip this step.
Paperclip wants to restrict the regular sellers from certain data. The regular sellers should have access to the Personal and Wall of Fame board. The sales leaders should have additional access to the Office board.
This is a simple configuration under the board access section, Access Level. The Personal and Wall of Fame board remains unchanged. The Office board will have administrator access level.
The dashboard will look like this
for the sales rep
for the sales leaders
Go ahead and try it out. Simply toggle the Access Level under Board Access and click on Save Changes. You can also toggle the access for a specific team if needed.
Step 3 - Configure default period
Companies are different on the periods they measure on. Some measure monthly, weekly, yearly or a combination. You will always have the possibility to change the period on the dashboard at any time with the filter, but setting a default period is highly recommended.
Regular sellers have a weekly budget so the default period on the Personal board is set to either Budget or Week. The sales leaders measure their team and office data on a monthly basis, to they set the Office board period to Month.
The default period can be set under the general settings of the board. Try it out for yourself and remember to click on Save Changes when you are done.
Step 4 - Configure filters
Filters are used to quickly find the data you are looking for. Configuring filters can also be used to restrict users from certain data.
Paperclip wants the regular sellers to only see their own data on the Personal board. This can be done by enabling Show current user's data by default. If Seller A looks at the Personal board, he / she will only see his / her data. They also want to disable the possibility to filter on anything else except the period, so they disable user-, team-, and product filter.
In the Office board, the sales leaders wants to toggle between their two teams and products. The users are not relevant here, to they disable the user filter and enable the team- and product filter.
The Wall of Fame board should also have the all the filters enabled, because this board should contain top sellers, top teams and top products.
Go ahead and try it out. Your can see how the filter panel will look like by toggling these filters.
Step 5 - Create widgets
This part is a bit more time consuming, but with our new create wizard you should find what you are looking for. Have a look at this guide to continue configuring your dashboard.