Difference between revisions of "How do I view my dashboards?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == Platinum Dashboards show you sales transactions for the current month in chart format. == More Information == They are accessible from within Plati...") |
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== Summary == | == Summary == | ||
Platinum Dashboards show you sales transactions for the current month in chart format. | Platinum Dashboards show you sales transactions for the current month in chart format. | ||
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*The chart will default to the current month. | *The chart will default to the current month. | ||
* Use the drop down menus to alter the data being reported on then click {{Button|Update}}. | * Use the drop down menus to alter the data being reported on then click {{Button|Update}}. | ||
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== Dashboards via Platinum Online == | == Dashboards via Platinum Online == | ||
* Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|here]]. | * Log into your Platinum Online account as explained [[How do I connect to my Platinum Online?#Logging into Platinum Online|here]]. | ||
| − | * From the "Sidebar" options, select the relevant option e.g. {{DataPrompt|Accounts}}, {{DataPrompt|Stock}}, {{DataPrompt|Vehicles}} or {{DataPrompt| | + | * From the "Sidebar" options, select the relevant option e.g. {{DataPrompt|Accounts}}, {{DataPrompt|Stock}}, {{DataPrompt|Vehicles}} or {{DataPrompt|Workshop}}. |
* Select the {{DataPrompt|Dashboard}}. | * Select the {{DataPrompt|Dashboard}}. | ||
== See Also == | == See Also == | ||
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* [[Why are my Dashboards not Available on Platinum Online?]] | * [[Why are my Dashboards not Available on Platinum Online?]] | ||
* [[How do I See my Platinum Sales Figures from my Phone\Tablet?]] | * [[How do I See my Platinum Sales Figures from my Phone\Tablet?]] | ||
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{{KB_Tags|platinum, online, dashboards, dashboard}} | {{KB_Tags|platinum, online, dashboards, dashboard}} | ||
{{KB_PlatinumOnline}} {{FAQ}} | {{KB_PlatinumOnline}} {{FAQ}} | ||
Revision as of 08:19, 8 May 2017
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
Platinum Dashboards show you sales transactions for the current month in chart format.
More Information
They are accessible from within Platinum itself but also via Platinum Online. This feature allows you to keep an eye on your sales figures whilst you are away from your business.
Dashboards via Platinum
Go into the relevant module e.g. to see Workshop Sales go to " Workshop" then select " Workshop Dashboard" or " Technician Dashboard".
- The chart will default to the current month.
- Use the drop down menus to alter the data being reported on then click [Update].
Dashboards via Platinum Online
- Log into your Platinum Online account as explained here.
- From the "Sidebar" options, select the relevant option e.g. "Accounts", "Stock", "Vehicles" or "Workshop".
- Select the "Dashboard".
See Also
- Why are my Dashboards not Available on Platinum Online?
- How do I See my Platinum Sales Figures from my Phone\Tablet?
