O4 Tiles Overview

The OASIS home screen has always served as a "dashboard" even before they became popular. However, O4 needed something more intuitive and configurable. Tiles are a new O4-exclusive reporting application that you can configure for yourself or another user. Each tile displays complex information in a compact manner for quick and easy readability.

Once configured, each tile will:

• Update automatically
• Present a live, high-level summary 
• Provide details when opened

Tile Help Articles- the articles below provide everything needed to get started with each tile.

• Bid Board Tile- serves as the O4 equivalent of the Bid Board in Legacy OASIS with more versatility.
• Order Summary Tile- tracks sales and earnings for the current day, month, week, or year based on the order's entry date.
• Order Summary Goal Tile- tracks order sales and compares these values to a set overall goal or stretch goal.  
• Invoice Summary Goal Tile- tracks invoices and compares the sales value to a set overall goal or stretch goal.
• Quote Monitor Tile- tracks specific quote issues and notifies inside staff when an issue has been identified. 
• Win/Loss Tile- tracks the overall hit rate for the company, an individual customer, or other criteria.

User Security Access Setup- use this article to learn how to set up a user to have the ability to create a tile.

The Edit Tiles Page- use this article to learn how to navigate the edit tiles screen.