Once you have logged into Rave, or clicked on the Home icon – you will land on "or return to" the Rave homepage/dashboard. At the top right of the home screen, and on any other screen within Rave – you'll see the main navigation buttons. Here's a quick rundown:

  • The Home icon - Clicking this icon returns you to the homepage/dashboard.
  • CRM - Your link to the CRM portal, where you can add new Leads/Clients, and manage existing Leads/Clients – such as access your Client's profile, Enquiries (leads), updating their Sales Pipeline, and adding follow-up actions.
  • Projects - Your link to the Projects portal, where you can add and manage your Projects, access your Project information, and view Enquiry and Client information.
       Note: Only those with the Project Module will see this button and can access this portal.

  • Financial - Your link to the Financial Portal, where you can create proposals, manage quote requests and quotes, track purchase orders, bills, and invoicing workflows, and access a suite of powerful financial reporting tools.
       Note: Only those with the Financial Module will see this button and can access this portal.

  • Contractors/Contacts - This is where you can add and manage your contractors, suppliers, and contacts.
  • Calendar - Provides a month-by-month snapshot of your actions, appointments, and tasks. 
  • Reporting - This is where you access a full suite of reports at a Company, Branch or Salesperson level. Access to reporting is permissions-based.
  • Help - Your link to the Rave Help portal, where you can access Rave's video tutorials and FAQS. You can also log a support ticket or submit a development suggestion.
  • Your Profile icon - To the right of the Help button is your profile drop-down icon (a teal-coloured circle with your initials). Clicking on this icon gives you access to your Rave notifications, messages, profile settings, and Branch settings. Access to branch settings is permissions-based.


You may also see the alert badges to the top left and right of your profile icon.

  • A red badge to the left - Counts any new Rave notifications.
  • A white badge to the right - Counts any new Rave messages.




Homepage/Dashboard


As our Homepage/Dashboard is still being upgraded, we've provided some samples below – watch this space for more updates in Phase 2.



Sales Person Dashboard 
Salespeople who have a custom forecast set will be able to track their expected sales targets vs actuals via a Sales Performance dashboard containing a Projects and Contracted Value speedometer graphs. These graphs can display up to 3 different colours:

  • Teal - Indicates how many Projects and signed contracts (by value) you have secured in real time.
  • Grey - If your numbers are below the forecasted amounts, the remainder of the speedometer will display grey.
  • Gold - This means you have surpassed your forecast amounts!


Salespeople will also see their 'My Enquiries' list with filters and a 'Leads & Clients' button to quickly access the CRM Leads & Clients screen.


For a more in-depth look at the CRM Leads & Clients page, check out Rave's CRM Leads & Clients Tab Overview FAQ.  


Your Salesperson Reports

As a Salesperson, you can click on your dashboard's 'Sales Reporting' button to quickly access your sales reports. This opens your Salesperson Reporting screen, displaying the following:

  • Overview - A summary report of your Enquiries, Sales, and Signed Contracts.
  • My Enquiries - Displays all of your Enquiries and where they sit in your Sales Pipeline and Priority, within a given date range.
  • Won Enquiries - Totals all of your won Enquiries by Total Signed Contract Value, also displayed within a given date range.
  • Pipeline - Displays a breakdown of your Enquiries by dollar value and quantity, again within a given date range.
  • Custom Sales Forecast - Displays your forecast vs actual sales for a financial year.


For a more in-depth look at Sales Reporting, check out our Salesperson Reports FAQ.  

 



Branch Owner and Project Manager Dashboard + Sales Dashboard 

Branch owners or Project Managers with sales permissions will have access to the Sales Performance, My Enquiries and Active Project sections. If you do not have sales functions enabled, you will only see the Active Projects section.




Timesheet / Site Staff Dashboard 
Timesheet and Site Staff users do not have access to sales or higher-level project information. You will only see your Scheduled Tasks section on the dashboard.