1.Open the Dashboard by clicking the icon on the top toolbar 
2.Choose your time period for each category by clicking on the drop down arrow 
and select from the list, e.g. this year.
3.Click the blue arrow head 
to display the total value.
4.Click the next blue arrow down to display the classifications.
5.Click the third blue arrow down to display the detail of the classification.
6.Repeat this for each category. The category names are pre-determined:
Quotations
Sales Orders
Profit Margin
Customer Deliveries
Sales Invoices
Customer Payments
Purchase Orders
Customer Balances
Stock
Sales Pipeline (note that if Opportunities is enabled, Pipeline is removed)
Opportunities (if activated)
You can hide the categories you do not wish to use by clicking the 
configure option and disabling categories.
To close any of the details, click the blue up arrow 
so the detail is hidden.
Detail Displayed on Quotations
The No. column displays the quantity of quotations produced.
The Conv. % column displays the percentage of the total value that has been converted from a quotation to a sales order.
The Total £ shows total value.
All categories have their own unique columns, e.g. Profit Margin will show margin in percentage and value.
All figures in dashboard are displayed exclusive of VAT.
Open More Detail
Double-click on a classification line to open a window showing individual quotes/orders. From that screen you can then right-click the reference number to open the quote/order for editing.
Change the time period
When you are displaying the data you can change the time period and EQ will immediately refresh the data. Click the drop down arrow to reselect from the list.
When you have expanded the dashboard to show your data and time period your settings will be remembered next time you open the dashboard. When you make changes it will always remember the last view you used.
See also: