Rubbertree - Sort by Product Group

Rubbertree - Sort by Product Group

From Home Screen, click Hamburger Menu at top left and choose Dashboards.

 



 

When Dashboards Load, you will most likely see your Opportunities, as that is the default that we set for everyone.  Please click the Hamburger Menu once again and scroll down to “Sales Analysis”

 


 

Scroll down until you see “Sales Comparison”. 


From this drop down, you can group by any of the following categories.


 

Once you select one, you will see your Sales Analysis changes to show Product Group (for example).

 


If you click one of these product groups, you will see that the Sales Comparison screen is pulled up for that particular product group only, but sorted by customer name. 

 



From here you should also be able to sort by additional factors (Location, Taker, Item, etc.)

 




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