Using Reports & Dashboards

The GSP Product Schedules app includes four pre-built dashboards. You can access them by clicking the Dashboards tab, All Folders on the left, and Product Schedules.

The four dashboards are:

• Revenue Schedules (Lightning). This dashboard contains the essential charts and reports for tracking revenue over time.
• Quantity Schedules (Lightning). This dashboard contains the essential charts and reports for tracking quantity over time.
• Salesperson Revenue Targets (Lightning). This dashboard provides complete visibility of scheduled revenue or quantity performance versus Salesperson Targets.
• Team Revenue Targets (Lightning). This dashboard provides complete visibility of scheduled revenue or quantity performance versus Team Targets.

Your system administrator can customize and tailor each dashboard to meet additional reporting requirements.

Revenue Schedules (Lightning)

This dashboard includes charts showing scheduled revenue performance, including won and pipeline revenue over time. It also contains detailed charts on revenue for the current and next financial years.

The dashboard also gives insight into revenue performance by product family and compares forecasted vs actual revenue.

Quantity Schedules (Lightning)

This dashboard includes charts that show scheduled quantity performance, including won and pipeline quantity. It also contains detailed charts on quantity for this and next FY.

The dashboard also gives insight into quantity performance by product family and compares forecasted vs actual quantity.

Salesperson Revenue Targets (Lightning)

This dashboard includes charts showing revenue performance against the target, including this month and next by the salesperson.

The dashboard also gives target performance further ahead by looking at the quarter and year and how the company and individuals perform each month.

Team Revenue Targets (Lightning)

This dashboard includes charts showing revenue performance against the target, including this month and next by the teams.

The dashboard also gives target performance further ahead by looking at the quarter and year and how the company and teams perform each month.