How to Navigate My Sales

My Sales is a dashboard that shows the logged-in user's sales-related statistics.

To get to My Sales: Dashboard (Left Toolbar)>My Sales... by default, My Sales is the default page a user will see when logging in.


The My Sales dashboard is essentially a snapshot of one's statistics in a given date range.

To adjust the date ranges, you can click the dates in the top right corner which will pull up additional date ranges you can sort the data by or even click on the calendar to show your own custom date range.

The four boxes below the dates, Inbound Activity, Outbound Activity, Open Leads Value, Total Sales will show the total number of each activity type and the dollar amounts for all open leads and all sales in that given date range.

Below the activity boxes are a number of graphs that will detail your leads, calls, and email activity.

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