Want your team to know about your company’s sales more efficiently? A Daily Digest can now be delivered via email to all your employees and not just the boss! Through the Daily Digest, you will be able to send your employees a basic overview of your company’s finances. For example, it will show your Available and Overdue Cash, Cash on Hand, Cash in Bank, Sales, Spendings, etc.
There is also another option to remind your Sales team of their targets, aptly named the Sales Target Daily Digest. Through the Sales Target Daily Digest, it will show the target of the month, target achieved, and how much you’re lacking to hit your monthly sales target.
Go to My Users.
Add New or Edit a user.
Scroll to the bottom and you will see the tab ‘Extra’. You are able to set roles for your users here.
If you set the user as ‘Admin’, they will receive a Daily Digest if you choose to send one out.
If you set the user as ‘Sales’, they will receive a Sales Target if you choose to send one out.
6. You can also go to My Biztory and click on the Email tab and set your Email Preferences.
It’s important to inform and update your employees on the current financial status of the company so they know whether to work even harder for the growth of your company!
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article