The Salesperson Dashboard is a Stimulsoft analytics dashboard designed for sales representatives and sales managers. It shows each rep's pipeline, conversion rates, and year-to-date performance in one screen - no report-running required.
Go to Dashboards > Salesperson.
The dashboard is designed by your system administrator and can vary per tenant. Typical panels include:
| Panel | Description |
|---|---|
| Open Quotes | Count and value of Quotes not yet converted |
| Open Sales Orders | Orders in progress, pending delivery or invoicing |
| MTD Sales | Month-to-date invoiced sales in B/. |
| YTD Sales | Year-to-date invoiced sales in B/. |
| Quote Conversion Rate | Percentage of Quotes that became Sales Orders |
| Sales by Rep | Bar chart breaking invoiced sales by salesperson |
| Top Products | Best-selling Products by quantity or revenue |
| Receivables Aging | Customer balances overdue by age bucket |
If you see "Dashboard not yet seeded" instead of charts, the Stimulsoft template has not been deployed to your account. Contact your system administrator and ask them to deploy the Salesperson dashboard template from the Master Dashboards admin screen.
Click Refresh in the page header to reload the dashboard with current figures.
Related: HR/Payroll Dashboard · Purchasing Dashboard · Sales Orders · Invoices · Master Dashboards
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