The Sales Monitor provides a real-time overview of daily activity in your CoreBridge system. It allows you to quickly track sales performance, order progress, and other key metrics for the current day.

If your system includes multiple locations, each location’s data is displayed individually as well as in a combined total view. This makes it easy to monitor performance both per location and across your entire organization from a single dashboard.

Note: Access to the Sales Monitor is controlled by the Display Company-Wide Sales Tab on the Home Page setting under User Permissions.



Table of Contents



Accessing the Sales Monitor


To open the Sales Monitor, press F8 on your keyboard while logged into CoreBridge. The Sales Monitor will open in a new browser tab.

Note: For Mac users, use fn + F8 or Command + F8 to access the Sales Monitor.



 Sales Monitor Overview


a. Net Estimates Created - The number and the sales amount of Estimates that were created today and month to date (MTD).

b. Net Orders Placed - The number and the sales amount of Orders that were created today and month to date (MTD).
Note: Sales amounts posted do include discounts and shipping.  They do NOT include Sales Tax. 

c. Net Orders Built - The number and the sales amount of Orders that have reached the Built Status today and MTD.

d. Net Orders Completed - The number and the sales amount of  Orders that have reached the Completed Status today and MTD

e. Net Orders Closed - The number and the sales amount of Orders that have been Closed today and MTD.

f. Orders Voided: The number of orders Voided today and MTD.

g. Net Order Payments:  Customer payments entered today and MTD.

h. Refunds: Refunds given today and MTD.

i. Links:  Click on the numbers link to see a list of the Invoices included.
j. Switch to net view: The condensed version shows net values by default.

k. Switch to detailed view: The detail version provides additional information regarding Estimates or Orders that have been cancelled or voided.

l. Refresh: Click the refresh button to see the most up to date information.