IDEAS PORTAL
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Allow segment selection
Some aggregated information is not relevant with our diverse business units (brewery, distillery and restaurants). I'd like to see the company dashboard by business unit (selecting one or more segments that make up that business unit). For examp...2
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Show source information behind charts/graphs
I'd like to be able to know how the charts, graphs, and dashboard elements are calculated. Show me the data behind what is presented in SightGlass. I'd like to be able to click through a widget to see the underlying data.
4
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Add Price Lists
So that Sales Reps can access distributor price lists from their phones.0
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QA Data in SightGlass
Tank status QA data in sightglass would be extremely useful for our managers to be able to check stats on the weekend tank readings.0
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Offer Item Description and Pack Type as a fields in the pivot tables
I feel like the pivot tables would be more user-friendly if we could use Item Descriptions and pack types instead of Item Codes and Process types. I'm still green to sightglass, so if there is a way to get this information please let me know.0
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Ability to view open sales orders
It would be nice if there was a widget that would show open sales orders by customer.4
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Would Love A Customer Sales Analysis Widget
I would love a widget based off of the Customer Sales Analysis report. I have created a very skilled MS Paint mockup based off of the Top 5 Customers By Revenue widget that already exists. https://imgur.com/DDxqPat3
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Correct errors in invoices
Sales by state graphic is determined by the state on the invoice. If the information during the customer set up was incorrectly entered (such as entering TN instead of TX in the drop box). The first invoice will show the wrong state for the graphi...
0
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Create a year to date widget for volume packaged
There is a volume packaged month to date but there is not a year to date equivalent.
0
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Open Sales orders widget - Pull data from planned ship date, NOT posting date
Currently the open sales order widget on the Sales Dashboard is being calculated with the posting date on open Sales Orders (which is the day the order is created). I would like this to pull the data based on the planned ship date.0