The Salesperson Dashboard provides a fully personalized view of individual performance by automatically displaying data related to the logged-in user. It includes key metrics such as confirmed revenue, invoiced revenue, collected amount, and outstanding receivables, along with activity tracking like quotations, confirmed orders, and active CRM opportunities. The dashboard also presents revenue targets, achievement percentage, and earned commission, supported by visual charts such as monthly sales trends, pipeline stage distribution, and invoice payment status. Additionally, it offers detailed list views for sales orders, invoices, CRM pipeline, and commission records, allowing users to drill down into their data easily.

The Sales Team Dashboard delivers a comprehensive overview of team performance, designed specifically for managers. It aggregates team-level data including confirmed revenue, invoiced amounts, collections, and outstanding balances, while enabling comparison across salespersons to evaluate individual contributions. Managers can track overall targets, achievement rates, and total commission payouts, supported by visual insights like revenue by salesperson, monthly performance trends, and opportunity pipeline distribution. The dashboard also includes detailed reports for sales orders, invoices, CRM pipeline, and commission summaries, with built-in filtering options such as salesperson, sales team, and commission plans to enable flexible and in-depth analysis.