1) User Dashboard

2) Search

3) Be Backs

4) My Appointments

5) Self Gen

6) My Stats

7) Customer Information


TABLE OF CONTENTS


On the My Stats page, you can review yearly statistics:


You can review year by year statistics by using the navigation menu on the top left hand corner:


Additionally, you can click within the year and type in the desired year:

Note that you can only review data in the current year and previous years. 


If you enter an invalid year: 

  • Anything less than 1950 will default to 1950
  • Anything above the current year will default to the current year



Statistics:


The following statistics are shown:

  • Sold
    • Windows sold
    • Doors sold
    • Siding sold
  • Revenue
    • Total amount sold for windows
    • Total amount sold for doors
    • Total amount sold for siding
  • Commission earned
    • Commission on windows
    • Commission on doors
    • Commission on siding
  • Goal Progress
    • Shows you the progress for each of the goals set to the windows, door, and siding
  • Closing & Incentive Progress
    • Shows this years vs last years progress.
    • Shows the the spots for the incentive trips


Commission:


You can see the estimated earnings by product by click on the Details link under the commissions:



This will take you to the Pending Commisions:


This will show you a list of pending commissions of sales. If you click on any record, it will take you to the Customer Information page.