Open the Sales Dashboard to monitor sales metrics, revenue targets, and real-time performance.

Click the New Sale Order button on the top bar to initialize a quotation.

Enter customer details and order line items into the popup form before saving.

Select any order row from the active list to access its complete details.

Choose the New Opportunity button to add a lead directly from the dashboard.

Fill in expected revenue and contact information in the opportunity creation dialog.

Verify the newly registered opportunity record within the main CRM pipeline.

Press the New Customer button to register a new client profile.

Input contact details, company name, and address within the customer creation window.

Review the created contact form to confirm saved customer details and address info.

Tap the New Lead button to quickly add an incoming sales inquiry.

Define lead parameters including expected probability, contact person, and assigned salesperson.

Check the lead record in the CRM system to track sales progression.

Access preference options by clicking the gear icon at the top right corner.

Set sales targets, toggle card displays, and save your preferred dashboard layout.

Success message.

Refresh dashboard data using the update button to load current periodic metrics.

Export sales pipeline data or open the detailed pipeline using quick action buttons.

Inspect sale orders organized by stage within the interactive kanban.

Examine the exported list of sale orders displaying customer and invoice status fields.

Track ongoing team operations by reviewing the recent activities panel.

Navigate to the activities summary list to schedule, complete, or reschedule pending tasks.

Filter revenue trend charts by monthly, quarterly, or yearly timeframes.

Evaluate top-performing sales representatives based on total revenue generated.

Analyze updated salesperson rankings as new orders are closed.

Group confirmed sale orders by salesperson to monitor individual performance totals.

Scroll down to the active sale orders section to inspect ongoing transactions.

Apply live search filters to filter active orders by customer name or salesperson.

Launch product sales reporting under the product breakdown panel.

Generate graphical product sales analysis reports to monitor order volume trends over time.

Utilize pagination controls to navigate through multiple pages of active order records.