Start screen

Contents

After logging in to the application, the user can see the start screen of the application. The screen’s layout may vary depending on user permissions defined.

Layout for users with manager permissions

A user with manager permissions has access to the following tiles:

Sales
Documents
Actions
Employees – Sales
Current Employee Status

The start screen of a user with permissions to Management module is presented below:

Sales

The Sales tile presents the subtotal value of SO documents issued in the course of appointments, depending on a range selected by the user:

Day – it displays the value of documents whose date of issue is the current date
Week – the default value; it displays the value of documents whose date of issue falls within the current week
Month – it displays the value of documents whose date of issue falls within the current month
Year – it displays the value of documents whose date of issue falls within the current year

Also, the Sales tile presents information on the percentage difference between the value of the current period and the previous period. If the difference has a positive value, a green arrow will present it. If the difference has a negative value, the arrow will change its color to red. The presented values are rounded to integers.

Documents

The Documents tile presents a value specifying the number of documents issued within a given period. The summary refers to SO documents issued within the period of:

Day – it displays the number of documents whose date of issue is the current date
Week – the default value; it displays the number of documents whose date of issue falls within the current week
Month – it displays the number of documents whose date of issue falls within the current month
Year – it displays the number of documents whose date of issue falls within the current year

Also, the Documents tile presents information on the percentage difference between the value of the current period and the previous period. If the difference has a positive value, a green arrow will present it. If the difference has a negative value, the arrow will change its color to red. The presented values are rounded to integers.

Actions

The Actions tile presents the number of unconfirmed actions. This value is calculated on the basis of all appointments with the status Unconfirmed whose supervisor is the logged-in user or an employee subordinate to him/her in the structure. Additionally, the tile shows information about the number of confirmed but uncompleted actions and the number of completed actions. It is possible to filter the displayed results by a specified range of time:

Day – it displays the number of actions whose scheduled date is the current date
Week – the default value; it displays the number of actions whose scheduled date falls within the current week
Month – it displays the number of actions whose scheduled date falls within the current month
Year – it displays the number of actions whose scheduled date falls within the current year

Employees – Sales

The Employees – Sales tile presents the sum of values of all the most productive employees who report to the logged-in manager, depending on the selected period and region. These values are calculated on the basis of confirmed SO, SQ, and SOI documents. It is also possible to filter the data on the chart by:

Employee efficiency:
- Most Efficient
- Least Efficient
Time range:
- Day – it displays the value of documents whose date of issue is the current date
- Week – the default value; it displays the value of documents whose date of issue falls within the current week
- Month – it displays the value of documents whose date of issue falls within the current month
- Year – it displays the value of documents whose date of issue falls within the current year
Region – selecting the [Region] button displays a screen enabling the user to select a region for which statistics are to be shown. This allows the user to filter the list according to a region to which assigned employees belong. The list of regions is displayed as a tree structure sorted alphabetically. It can be narrowed down to a specific region by providing its name in the Search field or by selecting a given region from the displayed list of regions and subregions.

Current Employee Status

The Current Employee Status tile presents a percentage chart of employee statuses on the current date. The statuses displayed on the chart include:

Busy – employees who have at least one scheduled action with a status other than Rejected
Available – employees with no appointments scheduled for a given day

Additionally, hovering the cursor over or clicking the icon in the top right corner of the tile displays the chart’s legend. Selecting the [Details] button opens the list of employees.