1. Home
  2. Support Options
  3. On-line Support
  4. Using the Software
  5. Dashboard Layout Diagram

The following diagram shows each of the dashboard functions

  1. 1.Management by Statistics Icon - when clicked there are several options: New - Refresh - Print - Sign-out - Exit
  2. 2.Refresh Button - refreshes current screen
  3. 3.Print Button - opens print options window
  4. 4.Help Button - opens help files in separate window
  5. 5.Customize Quick Access Toolbar Options Button
  6. 6.Home Tab - default user view
  7. 7.Actions Tab - selects to write new Condition Formula - Battle Plan - Document
  8. 8.User Settings Tab - customize Color scheme – change password - Database connection settings - ribbon display options
  1. 9.Sign In / Sign Out of the Software
  2. 10.Print Section
  3. 11.Graph Fonts and Settings Section - check to show notes on hover – fonts and settings
  4. 12.Graph Settings Section - check to show values – refresh – change graph views
  5. 13.Date & Period Settings Section - change from daily, weekly, monthly, etc- change date
  6. 14.Scale & Quotas Section - click graph to select then set graph Quota
  7. 15.Statistic Graphs View Tab - select to display graphs
  8. 16.Statistic Report View Tab - select to display statistic reports
  9. 17.Dashboard Options Window - select a company from drop down menu and ... options
  1. 18.Dashboard Options Corresponding Window - list of items that correspond to the dashboard option clicked above
  2. 19.Statistic Entry Tab - enter all statistic values here
  3. 20.Documents Tab - list of documents
  4. 21.Conditions Tab - view past Condition Formulas
  5. 22.Battle Plans Tab - view past Battle Plans
  6. 23.Changes Log Tab - view logged changes
  7. 24.Dashboard Button - opens Dashboard view
  8. 25.Help & Support Button - opens Help & Support view
  9. 26.Administration Button - opens Administration view (only visible by an administrator)