When first logging in, you'll be taken to the Dashboard. Here you will find a few basic reports, and the various navigation options on the left side of the screen.
What you'll learn
- How to navigate the Dashboard within MarketTime.
- How to access MarketTime's Knowledge Base and Ticketing system
- How to manipulate the basic reports found on the Dashboard.
The Help & Support button will link you MarketTime's Knowledge Base and Ticketing system. This requires a separate login from MarketTime, and you may create a new account using the Create Account option found when navigating to the login screen.
Each report found on the Dashboard can be slightly manipulated to view additional data. Changing the number of Days a report shows (by changing the number and pressing the ENTER key) will update the data in the report the field was changed for.
The Top 50 Selling Items, Manufacturer Sales and New Accounts reports can be downloaded by clicking the Download button for each report.
The Manufacturer Sales report can be toggled between Manufacturers and Salespeople using the filter to the right of the report:
The New Accounts report is a report that shows you newly-created Customers that have placed an order.