All users will start their AccuLynx experience at the dashboard.
The dashboard is designed to be the central hub for activity and give you a snapshot of what is going on within your company or your personal pipeline.
What makes up the Dashboard?
The current pipeline, an interactive snapshot of all jobs and which respective stage of the sales process they are in.
Action Items, are key important things you may want to pay attention to based on your role.
Order Measurements, allow you to order measurements from an integrated provider directly through AccuLynx.
Sales Leaderboard, whenever a job is marked approved it will be added to the sales leaderboard. This gives visibility to the organization on performance within the team as well as a view of what jobs to expect in the pipeline.
Work Schedule is broken up into three sections, completed yesterday, working on today, and 30 day outlook.
Accounts Receivable, or AR shows you an overview of the money that is outstanding that you are responsible for.
Activity Count is a rolling 30 day count of all activity you have completed or that your team has completed.
The activity feed pulls job changes to give you on-demand updates of what is happening in your AccuLynx.
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