The WIZniche Dashboard is your all-in-one tool for managing every aspect of your business. Whether you’re tracking sales, monitoring appointments, or managing invoices, this dashboard gives you everything you need to stay on top of your operations in one convenient place.
Think of it as your command center, where all your business activities come together, giving you a clear, actionable overview of what’s happening. With easy-to-read charts, intuitive filters, and real-time updates, you’ll have the insights you need to make informed decisions quickly and efficiently.
Let’s dive into each section of the dashboard and explore how it can help you manage your business better than ever.
Recent Activities Dashlet:
Stay on top of all recent activities within your account through the Recent Activities dashlet. This section captures the following events:
Requested Quotes or Appointments: Easily view any new customer requests.
Quotes: Track the lifecycle of your quotes from creation to conversion.
Appointments: Monitor the status of appointments, whether created, scheduled, completed, or invoiced.
Invoices: Follow the journey of your invoices from creation to payment.
Sales Dashlet:
The Sales Dashlet has been redesigned for a more intuitive and streamlined experience:
Visualization: The sales data is presented in a bar chart format, providing a clear view of your sales performance. Hovering over the bars reveals the exact sales figures for each point in time.
Default View: The dashlet defaults to show data for "This Year."
Date Filters: Easily toggle between periods such as This Week , Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, and Last 12 Months.
Open Invoices Dashlet:
This dashlet provides a detailed breakdown of all open invoices over a period of your choice, allowing you to keep track of outstanding payments and manage your cash flow effectively.
Paid Invoices Dashlet:
The Paid Invoices Dashlet has been enhanced to offer a detailed view of paid invoices, categorized by status:
Overdue: See invoices that are past their due date.
Payment Methods: Filter paid invoices by payment method (check, credit, or cash).
Appointments Dashlet:
Manage your appointments efficiently with the Appointments Dashlet, which provides:
Status Breakdown: A clear view of all appointments and their current status.
Actionable Links: Quick links to schedule and create appointments directly from the dashlet.
Appointment Leader Dashlet:
This dashlet has been optimized to highlight employees who have completed the most appointments within a selected period, along with the total revenue they are generating for the company.
Sales Leader Dashlet:
The Sales Leader Dashlet is designed to showcase top-performing salespeople, highlighting the total revenue each has contributed during the selected period.
Purchase Orders Dashlet:
The Purchase Orders Dashlet provides a breakdown of all current purchase orders and their status, helping you manage your inventory and supplier relationships effectively.
Quotes Dashlet:
This dashlet gives a detailed view of all quotes, including their current status. Quick links are available to schedule appointments directly from the dashlet.
Inventory Reorder Dashlet:
Stay ahead of your inventory needs with the Inventory Reorder Dashlet, which shows items approaching their reorder point, ensuring that you can restock efficiently before running out.
Conclusion
The WIZniche Dashboard is your one-stop solution for managing and growing your business. With personalized insights, user-friendly design, and the flexibility to customize periods across various sections, you can focus on what matters most: delivering exceptional service and achieving success.
Log in to WIZniche and take control of your business today!
For further assistance or more detailed guidance, please refer to our support resources or contact our support team.