Permissions
To access Customer Insight dashboard, users are required to have "CustomerInsightDashboard" role. The Customer Insight dashboard will appear under Dashboard menu.
Filter by period
You can use the slider to filter the displaying data by year or month.
Filter by sales
You can select to see the Insight data based on orders, quotations or All.
Filter by classifications
You can click on the classifications to filter to see only their subdivisions. 


