Dashboard

Account Manager

Your dashboard opens when you sign in. Every figure on it covers the accounts where you are the primary or secondary Account Manager.

Your account dashboard1:30 · narrated, with captions

Transcript

This video covers your home dashboard as an Account Manager. Every figure on it covers the accounts you manage.
The greeting line counts your active B2B accounts, and how many of them ordered in the last ninety days.
The search bar finds your customers, orders and invoices from one place.
The shortcut row opens your customers, sales orders, inventory, invoices, payments, activities, the forecast and meeting transcripts.
Three headline numbers follow: your revenue this year against last year, your active accounts, and follow-ups due today.
Revenue by channel splits your revenue this year by sales channel. Timing and accountability shows how quickly you respond, in business hours.
Use the territory filter at the top right to narrow the page to one territory.
Open orders lists the largest orders still open on your accounts, with the customer and how long each has been open.
Further down, forecast against actuals shows each month of the year, colour coded by how close your accounts are to forecast.
Under pace lists the customers furthest behind their forecast this month, so you know who to call first.
Beside it, at risk accounts lists your accounts flagged as quiet or at risk, with how long each has been silent.
That is your dashboard. Next, your accounts.

The top of the page

Greeting line: the week, how many active B2B accounts you have, and how many ordered in the last 90 days.
Search bar: customers, orders and invoices in one box.
Shortcut row: Customers, Sales Orders, Inventory, Invoices, Payments, Activities, Agenda, Forecast and Transcripts.
Territory filter: lists only the territories your accounts are in.

Tile	What it tells you
YTD Revenue	Your accounts’ revenue this year, with the change against last year
Active Accounts (90D)	Your accounts that ordered in the last 90 days, and how many have gone quiet
Team Follow-ups Due Today	Follow-ups due today, and how many were escalated to you

Revenue by Channel (YTD) and Timing and Accountability, as for the rest of the team.
Open Orders: your five largest open orders; Open all lists the rest.
Recent MOM: meetings summarised by the Hub.

Forecast vs Actuals: your year by month, green at or above 100 per cent of forecast, amber 80 to 99, red below. The current month is outlined.
Under Pace: your accounts furthest behind forecast this month, with forecast, actual, gap and attainment.
At-risk Accounts: accounts that have gone quiet, with how many days since they last ordered and when they were flagged. Start your outreach here.
Quarterly Forecast Progress: existing and new business against forecast for each quarter.