Dashboards & Reports

ChannelOnline's customizable dashboard gives users a quick look at their quoting, sales, RMA, invoicing, and purchase order information with clean graphs and charts. For comprehensive reporting on monthly sales or manufacturer activity, it is easy to create business reports for all your documents, customers, and sales representatives.


Dashboards

Make use of the Personal Dashboard settings to view documents in queue, a To-Do task list, and to review recent activity. For an even broader view, the Company Dashboard setting provides insight into activity of the entire sales team.

Dashboards

Diverse Reporting

ChannelOnline offers numerous report types, elements, and configuration options. Common reports can be run for sales, manufacturer, supplier and products. When configuring your report, you can choose to view a detailed report or a general summary, and you can generate a graph of the results. Important report formats can be saved for repeated use.

Report Types

Custom Filtering

Reports can be customized by date range, document status, customer, account manager, sales rep, and other important data elements. You can subtotal report results by up to three selectable criteria.

Custom Filtering