How to use the Home page and Dashboards

How to use the Home page and Dashboards

1. Start by launching your Home page

2. Here you can view different metrics and click on the parameter to view more details

3. Click Today's Enquiries to review fresh leads and respond promptly

4. View My Next 7 Days + Overdue Tasks to quickly prioritise your upcoming and overdue work


5. Click on a meeting, such as New Meeting with APAC Trade Services, for full details and participant info

6. Use the back arrow to easily return to your dashboard

7. Click Invoiced Amount excl. GST per Month to drill into your monthly revenue patterns and optimise cash flow



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