Using Dashboard
The dashboard is an information management tool that is used to track KPIs, metrics, and other key data points relevant to a business or department.
- Navigate to https://mytrivec.com.
- Log in with your username and password.
- Select Dashboard on the Homepage:
- Dashboard displays a basic overview of sales results for a chosen period. To display data for a single day, select Day in the upper left corner and select the date in Period field:
- To display data for a period of one week, select Week and in Period field select one day from the week you're interested in:
- Same can be done with Month or Year.
- To filter by Center, select Center:
Modifying the Dashboard
Graphs displayed on the Dashboard can be modified, removed and different types of graphs added.
- Select Reporting and Settings:
- To modify an existing graph, select it on the list and select Edit:
- Configure the Size and Order of how the graph is displayed on the Dashboard:
- To add a new graph to the Dashboard, select Add:
- Select it from the Widget list and configure its Size and Order and select Confirm: