Sales Manager’s Showroom Dashboard

Is your sales team using the Showroom module?

If so, are you a Sales Manager that has access to the following Showroom dashboard?:

The above dashboard allows Sales Managers to manage their sales team more effectively. The benefits of a Sales Managers’ dashboard include being able to view:

  • All open opportunities;
  • All outstanding orders;
  • All lost sales;
  • The Contact Diary of the entire sales team

Sales Managers that have a Sales Persons’ dashboard will need to contact their Pinnacle Administrator to change their ‘System Role’ to Sales Manager within Administration > User Admin.

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