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Using Siebel Dealer Dashboards (Dealer)

Siebel Dealer provides dealer employees with dashboards that allow them to view the most important information that they need for their work on one screen.

The following dashboards are available:

• Sales Consultant Dashboard. Includes actual and goal unit sales, today's activities, my calendar, current opportunities, and my promotions.
• Sales Manager Dashboard. Includes actual and goal unit sales for team, today's activities, my calendar, current opportunities, team's promotions, and team's calendar.
• Service Employee Dashboard. Includes today's activities, my calendar, my promotions, and current service requests.
• Service Manager Dashboard. Includes today's activities, my calendar, store promotions, and current service requests for team.
• Store Dashboard. Includes actual and goal unit sales for store, today's activities, my calendar, current opportunities, team's promotions, and team's calendar. To be used by the store general manager.

Some of the applets on the dashboards display daily data, and some display monthly data. In addition, the calendar can display data for the day, week, or month.

• Daily data. The following applets display data for the current day:
  • Today's Activities. Displays all of the employee's activities for the current day. The first column lists activities that have a due date of today and are not done. The second column lists activities that have a due date of before today and are not done; it continues to display past-due activities for the number of days defined in Dealer Preference view, as described in Entering Dealer Preferences (Dealer).

    NOTE:  The Today's Activities only displays certain types of activities, as described in Changing Types of Activities Displayed in the Dealer Dashboard.

  • Current Opportunities. Displays all current opportunities for this consultant where there is no activity or there has been activity in the last 15 days. This is based on the value in the Last Activity Date in the Opportunity view of the Contacts screen. Whenever you make any change to an opportunity, this field is updated.
  • My Promotions, Team's Promotions, or Store Promotions. Displays all promotions that are active on the current day. Promotions are displayed if their campaign is not completed, and the creation date is within 30 days of today's date, and today is between the start date and end date of the campaign.
  • Team's Calendar (Today). Available to sales managers and store manager only. Gives the managers a view of the calendars of all their reports for the current day. The manager can also click the left arrow or right arrow to view their reports' calendars for previous or later days.
• Monthly data. The following applet displays data for the current month:
  • Unit Sales. Displays the actual sales and sales goals for the current month for fleet, new retail and used retail sales. On the sales consultant dashboard, it displays the actual sales and sales goals for that individual sales consultant. On the sales manager dashboard, it displays the actual sales and sales goals for the manager's team. All these sales goals are based on the monthly forecast, described in Process of Creating the Monthly Forecast (Dealer). Actual data is based on the Service History view.
• Calendar. Provides a complete calendar for creating and tracking appointments and other activities. Employees can display and use a daily, weekly, or monthly calendar.

To use Dealer dashboards

1. Navigate to the Dashboard screen.
2. From the Show drop-down list, select:
   • Sales Consultant Dashboard
   • Sales Manager Dashboard
   • Service Employee Dashboard
   • Service Manager Dashboard
   • Store Dashboard

     NOTE:  Employees can only select the view that is appropriate to them. For example, a sales consultant does not have the sales manager view available.

     The dashboards display the most important information needed by these employees, in summary form.

3. Sales managers can refresh the data in the dashboard by clicking Refresh. Sales consultants' data is refreshed periodically, based on the refresh interval set in Dealer Preference view, as described in Entering Dealer Preferences (Dealer).

   The Update field in the Unit Sales and Activities applets shows the last time that the data was refreshed.

4. To view more complete information, click the heading above any of the applets in the dashboard.

   The appropriate screen appears, with more complete information.