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Knowledge Base |
Widget - Top 6 New Agreements This Period
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This article will explain the Top 6 New Agreements This Period widget. This widget will display the current Top 6 sales consultants for the period based on agreement sales. If your club is part of a chain, then you may see staff from multiple locations.
Requirements - A Master Admin login or a staff type with the Top 6 Agreements This Period widget on their dashboard and/or the permission to unlock their dashboard.
Top 6 New Agreements This Period Widget
You will see the name and location of the staff member and their corresponding agreement sales total to the right. The total is based on agreement sales this period. Please keep in mind that if there is a split sale, the amount on the widget will reflect accordingly. To learn more on how to set your reporting period, click here.
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