The Order Sales Accounts Goals Tile allows users to track orders goals for sales accounts and your agency by manufacturer. Goals are based on booked sales. The tile will update every hour after 5:00 pm. The tile is programmed to update after normal work hours, as the tile's background calculations are resource-heavy and may slow your computer down.
Use this tile to complete the following tasks:
- Track order goals for agencies per manufacturer
- Track order goals for sales accounts per manufacturer
- Create and track stretch goals for an agency or sales account
- Permit individual sales accounts access to view the tile
- Configure tile settings to track orders by time period, type, manufacturer, customer, and workgroup
For each tile that is created, a individual gauge will appear on the home screen of the users who are given access to the tile. This gauge functions to display complex information in a compact manner to allow for ease and readability. The tile gauge is presented below. Note: all tile gauges may differ in appearance, due to total goals, current sales, and stretch goals.