Getting Started with Nymble Sales
Lesson 4 of 8 3 min
The dashboard: your book at a glance
Read the dashboard charts, switch time periods, and use the numbers to plan your day.
The dashboard is where the app opens, and it’s built to answer one question fast: how is my book doing right now? Orders, activity, and trends — before your first coffee.
What you’re looking at
- Order activity — what’s been written and submitted recently, so you always know where yesterday ended.
- Charts — your volume and performance over the current period, visualized so a good week (or a quiet one) is obvious at a glance.
- Your organization — if you rep multiple organizations, the dashboard shows the one you have open; switching organizations switches the whole view.
Steps
- Open the app — the dashboard is home.
- Change the time period to reframe the numbers: a tight view for “how is this week going,” a longer one for “how is my quarter shaping up.” The charts redraw for whatever period you pick.
- Tap into anything that looks interesting — recent orders and activity link through to the real records, so the dashboard is a starting point, not a dead end.
Make it a habit
The dashboard earns its place in two moments: before the day starts (what’s moving, who ordered, what needs a follow-up) and before a customer visit (walk in knowing exactly where their business stands). Thirty seconds each time — the rest of the course covers what you do next.