Sales Dashboards Update - April 2024

We're thrilled to unveil a major update to our sales dashboards in Centegra Plus, designed to empower your business like never before!

🔍 Customizable Dashboards 🔍

Create multiple tailored sales dashboards within the new Reports & Analysis > Dashboards section, perfectly aligned with your unique business needs.

🎨 Versatile Display Options 🎨

Experience the freedom to organise and access your data with ease. Our new dashboard feature allows you to seamlessly split your display into sections, grouping your data for enhanced clarity. Whether you're on your desktop or mobile, our intuitive design ensures your insights are always at your fingertips.

📊 Diverse Widget Selection 📊

Embark on a journey of discovery as you configure your dashboards. Explore a rich assortment of widgets, ranging from the tried-and-true classics to innovative newcomers. With customisable options available as covered Here, these widgets empower you to showcase your data exactly the way you envision.

👥 User-Friendly Access Control 👥

Effortlessly manage who sees what with intuitive user role assignment. Tailor access rights to ensure each user views only the information relevant to their role within the dashboards section of the main menu.

📅 Dynamic Date Ranges 📅

Seamlessly toggle between viewing sales data for today, yesterday, or any previous date with just a click. Flexibility meets precision in your reporting.

📊 Export & Schedule Reports 📊

Take your insights beyond the dashboard. Export reports as polished PDFs, or go one step further and set up Scheduled Email Reports for effortless sharing and collaboration.

🏢 Centralised Companywide View 🏢

When logged into the HQ site, access sales data from all connected sites (per user access) within Centegra Plus, streamlining your decision-making process. Navigate your data with ease using the intuitive site picker to filter by specific sites and Site Types.

🛠️ Seamless Management 🛠️

Building, configuring, and managing dashboards is a breeze. Update User Roles to grant access to the Manage Dashboard Views right, to start building your new sales dashboards.

📈 Elevate Your Insights with Centegra Plus! 📈

Ready to unlock the full potential of Centegra Plus reporting? Click Here to explore our comprehensive guides on sales widgets and dashboard construction, or Contact Centegra to speak with our dedicated team for personalised assistance.