The Dashboard provides an overview of key indicators in your business, displaying figures related to your company's data. The Dashboard adds value for company managers because it makes follow-ups very easy, regardless of their physical work location.
The Dashboard is user-specific, so each Flex user can configure their preferred view to show statistics that are important to them. It is created from a collection of widgets. A widget is a specific area of information.
This article explains what widgets are available, how to configure the dashboard to display your requirements, and how to use settings to filter the data.
Widgets
There are 7 widgets available in total, but the default dashboard only shows four of them. However, it can be configured to show as many as you require.
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Overview KPIs - Displays figures such as the Number of Projects, Designs, Lost Projects, Total Sales, Gross Profit, Sales Orders, Average Sales per Customer, and Conversion for a selected time period.
Note: These can be shown for the overall company, per shop, and per user.
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Sales Comparison - A graph showing sales for a current time period against a previous time period.
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Recent Projects - A list that shows all recent projects from the shop you have logged in to.
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Recent Contacts - A list that shows all recent contacts from the shop you have logged in to.
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Recent Designs - A list that shows all recent designs from the showroom you have logged in to. You can click a Design to open it and continue working.
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Average sales per customer - A graph that shows the average sales per customer.
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Sales - A graph that shows sales for a selected period of time.
- Profit/Cost - A graph that shows profit and cost over a selected period of time.
All graph widgets and the Overview KPIs widget have settings available (which filter the data). These are accessed through the More options icon at the top right of the widget.
The settings can be changed when configuring a dashboard, but you can also change the settings once the widgets appear on the dashboard. As soon as you make a change to the settings, the widgets will refresh to show the new data. Once you have chosen settings, they will remain in place until you change them. For more information, see Settings below.
Note: You have different setting options for each widget.
Configure Dashboard
Note: Dashboard configurations are stored per Flex user, so colleagues in the same company can set up their own dashboards.
Click the Configure Dashboard icon on the top toolbar to configure the dashboard. The 7 available widgets appear across the top in the gray section; scroll across to see them all. You can drag and drop each widget into position.
Most widgets offer settings, which act as a filter on the data. If you select some settings while configuring the dashboard, these settings will always be applied by default when you view your dashboard. For example, the Overview KPIs dashboard could show all orders unless you decide to filter by salesperson, shop, or time period.
Note: If you do not like how you have configured the dashboard, go back into Configure Dashboard and click the reset button 
to revert to the default layout.
Settings to filter the data
Within Settings, you can set the filters to customize the selected widget.
When selecting Shop or Salesperson, you can select one or more from the drop-down list below.
When selecting a Period of time, the actual dates of the period will be shown.
All the widgets have a filter to show the numbers by Shop, Salesperson, or the Overall company total.
Note for Winner Flex users: The Sales graph will be populated when making an order in the Winner desktop app using the quotation acceptance and order to supplier(s) options. When both of these options are completed, it will count as 1 Sales Order. Combined quotations will also appear as 1 order, but the value will be the total amount of the two quotations.
The same widget can be added to your dashboard multiple times with different filter settings applied. This allows you to display, for example, sales results for different salespeople or shops next to each other.
When different shops or salespeople are displayed on graphs, they will be displayed in the same colors across all of the widgets.