The Sales Representative profile is subscribed to the Sales Force Automation application by default. The Sales Force Automation application has its own dashboard that provides access to information that is important to sales staff.
The Sales Representative's profile is subscribed to six services in the Sales Force Automation application be default; Opportunities, Sales Target, Persons, Companies, Referrals and Referral Requests. Note that a user can add or remove services as necessary using the Application Services dialog. (See the Applications and Services chapter in the Aptify 5.5 User Guide for details.)
The dashboard for the Sales Force Automation application contains the following elements from top to bottom:
- Open Opportunities: A list view of all open opportunities in the Aptify system.
- My Sales Targets vs. Actual: A chart view displaying the variance between the sales targets and the actual sales achieved for the current user by year and quarter. Clicking a point on the line graph displays a list view of the associated Sales Target records.
