7. Dashboards & Plan Reports
Product Marketer@Giift
Updated: Aug 05, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Getcompass, powered by Supademo.
Steps
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Hi! Let's explore Dashboards & Plan Reports!
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This is our all plans dashboard.
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This is the user access widget.
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Click here.
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Click here.
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Let's look at the other widgets in the all plans dashboard.
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This is the Users widget.
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This is the Earnings widget.
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Select your time period.
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Click on "This Year".
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There are the year's earnings.
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Let's look at the Account Level Report Charts.
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These are the account level plan widgets.
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Click here.
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Let's open up our Sales Champion Dashboard for March 23.
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Click on your plan.
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This is your plan's dashboard.
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Click here.
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Here you'll find your plan name, type, date information, creation information, your plan's description as well as images or documents that the admin has included while setting up the plan.
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Click here.
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This is the plan's user widget.
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This is the earnings widget.
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The rest of the dashboard contains the plan report and widgets.
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This is the plan report.
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We also have leaderboards and multiple reports including target vs achievement, regional or national sales and more in our dashboard.
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Click here.
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This is the expanded plan report.
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Click here to sort.
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Click again.
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Here, we can see our plan report sorted by highest total sales to lowest total sales.
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Click here to filter your plan report.
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Click here to download.
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Click here.
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Here in the manage columns section, we can choose which columns from our user data and which metrics and rewards we want to display.
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Click here.
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Let's limit the columns in our plan report and change up the order.
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Click here.
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Let's deselect the rewards and metrics that we don't want to show in our plan report.
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Click on "Apply".
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Here, our plan report has conformed to our settings in the manage columns section. Let's sort it on the basis of points.
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Click to sort.
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Here is the final configuration of our plan report.
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Thank you!