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, leads, To-Do task lists, and to review recent activities. For an even broader view, the Company Dashboard setting provides insight into activity of the entire organization.
0Diverse Reporting
For comprehensive reporting on monthly sales or manufacturer activity, it is easy to create business reports for all your documents, customers, and sales representatives. When configuring your report, you can choose to view a detailed report or a general summary, and generate a graph of the results. Important report formats can be saved for repeated use.
0Custom 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.
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