Dashboard

The ConnectSx Console Dashboard is your at-a-glance view of your cases and inventory. From this perspective you can see all cases by distributor and sales rep, as well as how your inventory is allocated. 

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Quickly view your upcoming cases that have been scheduled for this week. Click on a day to view the cases that are scheduled on that day. This stat module only displays events of the “case” type. 

Pending POs

A new feature has been added to the dashboard of the ConnectSx console that allows you to easily view and keep track of which events still need to have a Purchase Order number assigned to them.

On the dashboard look for the area marked “Pending PO#’s” along the right hand side. Here you will see the total of events lacking PO numbers and you can page through the list, while also viewing the total value of that Purchase Order and the event’s date.

Inventory Stats

View some at-a-glance inventory statistics, such as Total Inventory Value (sales value). Click on any stat to open the inventory screen to view that data. 

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Sales Reporting

ConnectSx has now built in a reporting module to the Console. To access the reporting module click on the clipboard icon with the arrow in the upper right corner of the screen.

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