Your dashboard

Your dashboard is the first thing you see after logging in — a friendly overview of your operation, with the numbers that matter most front and centre.

KPI cards, recent sales and a Time Range filter make up your dashboard.

What you'll see

• Time Range — choose the period your dashboard covers: 6 Months, 1 Year, 2 Years, 5 Years or All Time. Everything updates to match.
• KPI cards — quick headline figures: Total Active Animals, sales for the period you've chosen (for example Sales - Last Year), Sales - YTD and Active Clients.
• Sales Activities - Last 5 Sales Events — a chart of animals sold and total revenue from your most recent sales.
• Upcoming Events — sales and dates coming up.
• Best Sales Events — your top-performing sales.
• Top Clients — your most valuable buyers.

Many of these are clickable — select a sale, event or client to jump straight to its full record.

Finding things quickly

Use the Search box at the top of the dashboard to look up an animal, client or sale. The Help button beside it opens this guide.

Change the time range to spot trends

Switch the Time Range between 1 Year and All Time to compare a recent snapshot against your whole history.

Related

• Finding your way around
• Sales
• Clients
• Analysis