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Start here
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Chapter 1: Customer picker on quotes
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Chapter 2: Lease quotes and overrides
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Chapter 3: Credit approval and lease signing
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Chapter 4: Lease access and funding invoices
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Chapter 5: GreatAmerica Bank updates
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Chapter 6: Prepaid copy-based contracts
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Chapter 7: Contracts from the order and machines at delivery
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Chapter 8: Ended contracts move to your billable Bill Code
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Chapter 9: Contract invoices and card payments
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Chapter 10: Pre-install survey
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Chapter 11: Check-ins: final meters and competitive units
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Chapter 12: Field service, supplies and delivery
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Chapter 13: Commission achievements
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Chapter 14: Customers and users
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Chapter 15: Help desk rating message
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Chapter 16: Faster Analytic Dashboard
Faster Analytic Dashboard: written steps
Who does this: Managers who review profitability
Managers use the Analytic Dashboard to see profit by contract and by machine, and it should keep pace with them.
This training covers
- Opening the Profitability Dashboard
- Changing the date range
Before you start
- There's nothing to set up.
- The tiles follow the dates you choose.
Faster Analytic Dashboard
- Device Reporting > Profitability Dashboard.
- The tiles.
- Change the Start Date.
- The tiles refresh.
What you just did
- Opened the Profitability Dashboard
- Changed the start date and saw the tiles refresh
That's faster Analytic Dashboard, and the end of this course. Thanks for training with us.
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