Role-based Dashboards
Elevate Your Company Strategy with the “New” TrulinX Role-Based Dashboard’s
TrulinX has recently launched its first role-based dashboards, designed to equip your team with the exact tools they need to achieve peak performance.
Our initial Dashboard was designed for your CSR’s (Customer Service Reps) and has been thoughtfully designed for customer service representatives seeking to revolutionize their sales strategy and enhance day-to-day operational efficiency.
Empower Your Employees Today: Contact our support team to enable your CSR Dashboard
- Seamless Integration for Immediate Empowerment
With an intuitive, easy-to-navigate interface, the CSR Dashboard integrates effortlessly into your workflow. Gain instant access to critical sales data, margin analysis, and more—all at your fingertips. - Viewer or Designer Modes
Choose between Viewer Mode for a streamlined, data-first approach, or Designer Mode to reshape and customize your dashboard to meet your exact needs. Easily export data in multiple formats (PDF, image, or Excel) to share insights across your team. - Dynamic Sales Analysis Cards
From comprehensive sales and margin graphs to detailed invoice drill-downs, every element of the CSR Dashboard is designed with strategy in mind. Analyze performance across custom date ranges and explore your data in-depth using pivot view capabilities. - Real-Time Order Tracking
Stay informed with dedicated tab containers displaying quotes and open sales orders filtered by your user ID. Monitor quote conversion rates, analyze quote aging, and access detailed sales order data—all in real time. - Top Performance Metrics
Visualize your top five orders on credit hold, track promise dates, and manage your sales order pipeline more effectively than ever before. - Unlimited Customization with SQL-Powered Flexibility
For power users who know how to write MS SQL queries, the Dashboard Menu offers complete customization. Display any KPIs or performance metrics that matter to your business—no limits, just data-driven possibilities.