Read the management dashboard

Read the labels with the numbers

The management portal brings CRM, website, store and operating information into one working view for authorized managers. These measures describe different things. A saved contact, a consented pageview and a verified payment are not interchangeable measures of a customer.

1. Check the selected period and generation time.
2. Read the source and definition beside each measure.
3. Separate current open work from activity or orders created during the selected period.

• Commercial pipeline totals exclude demo and unreviewed opportunities.
• Store payment figures distinguish test from live activity and are not recognized revenue.

Investigate an unexpected figure

Follow the measure back to the relevant records or provider report. Check archive status, dates, payment verification and environment before changing the underlying record. An unavailable provider should be shown as unavailable, rather than estimated as zero.

• Which records and dates are included?
• Is the measure a current balance, period activity or provider report?
• What source evidence confirms the value?

Share a report with enough context

Keep the reporting period, source and limitations with an exported or shared figure. Use private channels for management records and personal information.

• The measure and reporting period.
• The source and time it was read.
• Any exclusion, unavailable source or unresolved reconciliation question.