• Enhanced Dashboards: Track personal and company KPIs with ease.
• Table Scrolling: Scroll data with fixed headers for quick reference.
• Monthly Customers Closed KPI: Monitor customer conversions in real-time.
• Favorite Items: Easily access your top products.

Admin and Sales Manager Dashboard Upgrades

We have upgraded the dashboard for Admins and Sales Managers in the CRM. This update will allow Admins and Sales Managers to view their KPIs and the company's KPIs.

Table Scrolling Changes

When viewing tables containing a lot of data, users can scroll through the table content while the rest of the page remains static. This allows the column labels to remain visible while scrolling through a list of items, clients, quotes, etc.

Monthly Customers Closed KPI

SupplyMover is introducing a new KPI to the CRM. This KPI will track when a new customer is created in the ERP or the CRM, or when a customer is converted from a lead to a customer via the CRM. This KPI can be shown on the salesperson's dashboard or the Reports page by Admins and Sales Managers.

Favorite Items Feature

All CRM and E-Commerce users have access to a new favorites feature! This allows users to favorite their most purchased items. Once an item is favorited, you can filter items on the shop page to only show products that are most important to you.