The dashboards of Rental Management for D365 Sales provide an overview of sales-related data. Use the dashboards to view this data at a glance.
When you open Rental Management for D365 Sales, by default, the dashboards form is shown.
If another form is active, to open dashboards, in the Site map, click Dashboards.
To switch dashboards, at the top of the dashboard form, click the Dashboard Selector, and click the desired dashboard.
For more information on dashboards, refer to Track your progress with dashboards and charts.
The Quotation Overview dashboard shows data that gives an overview of the quotes in Rental Management for D365 Sales.
This dashboard includes, for example, the number of quotes for each customer or owner, quotes by status, and quote amounts by customer.
The My Sales dashboard gives insights in sales-related data for the current user.
This dashboard includes, for example, information on leads, opportunities, and activities of which the current user is the owner.
