Quick Start

What is InTouch_Dashboard?

InTouch_Dashboard is a tool for generating snapshot reports of sales data over a variety of time frames, for a variety of designers, stores, sales territories, and channels.     Updated 09/16/2014 by Viqui Dill

 

See What's new in Online Help.     
     

 

 

What can I do using InTouch_Dashboard?

To run a Snapshot Report using InTouch_Dashboard, complete the following steps:

  1. Open the InTouch_Dashboard main window and choose the data you want to see and how you want the data broken out in detail. See the following topics for more information about choosing filters:

Report Filter Selection

Store Filter

Current Selection

Stores grid

Designers grid

  1. Generate the Snapshot Report using the Generate Report button.     

  2. Save the report on your hard drive for later viewing using the Export Report button.     

 

 

Need Training?

Click the tutorial link below to get started.      

Generating Reports in InTouch Dashboard

Having trouble seeing the whole tutorial on your PC or screen projector? Try viewing them in full-screen mode.     
    

 

 

How do I get access to InTouch_Dashboard?

Getting access to InTouch_Dashboard is a two part process. You must be granted rights and you must install the program.        

Rights (click to expand)

Installation (click to expand)

Starting the program (click to expand)

 

 

Still have questions?

This online help system is provided to give you step by step instructions as tutorial videos. By watching the tutorials in the specific order presented, you will learn the system quickly and easily. If you have any comments or suggestions about this Online Help system, send an e-mail message to the Technical Writer's mailbox, SalesAndMarketingDocumentation@woodmark.com. Your feedback is always welcome.    

For general information, see the list of FAQs.

See the Tips for new users topic for handy hints and suggestions.    

Explore the Online Help (click to expand)

If you still need help with InTouch_Dashboard, please Contact Us.

If you have questions about this Online Help system, send an e-mail message to the Technical Writer's mailbox, SalesAndMarketingDocumentation@woodmark.com.

 

 


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Tutorials in full-screen for projector viewing    

Tips for new users