The dashboard is the first page you see when you sign into your Current RMS system. It shows important business performance information, as well as things that need your attention today.
Click on any of the tiles or numbers to drill down into the related information.
Here's a quick breakdown of what each of the tiles on your dashboard mean:
A count of any active inquiries, quotations, and orders on your Current RMS system. It also shows the total cumulative values of the orders in Current with a start date of this month.
A list of any activities that are starting today and any that haven't yet been marked as completed from the past.
Upcoming orders with shortages
Current calculates availability automatically in the background and highlights any orders where you don't have sufficient stock.
Any deliveries and pickups (or collections) that are scheduled for today, based on the delivery and collection date set against each opportunity.
Customer transport today
Any pickups (collections) and returns being made by the customer themselves. You can set an opportunity as customer pickup or customer returning using the tick boxes when setting up an opportunity.
Outstanding supplier returns
When sub-rented items are returned, they move to the quarantine as "supplier returns". This tile is a count of any that haven't yet been sent back to the sub-rent supplier.
This is a count of opportunities that are overdue for return, where the end date of an opportunity has passed and the opportunity hasn’t yet been completed.
A count of any discussions that you're a participant of that you've not yet read.
Deliveries and pickups for today
A timeline of deliveries and pickups (collections) for the day and when they will be taking place. Click on these circles to see the opportunities.
Can I turn off the sales pipeline for some users?
You can! Use Roles to do to this. Just toggle the "Can see order values" toggle to NO.
Can I customize the dashboard?
Not right now, but this is something that other customers have asked for and is on our customer wishlist. If you'd like to see this implemented in future, drop some votes on this idea. See: Customizable dashboard