{"id":17981,"date":"2025-05-28T07:38:07","date_gmt":"2025-05-28T07:38:07","guid":{"rendered":"https:\/\/likeitsocial.com\/?post_type=docs&#038;p=17981"},"modified":"2025-06-05T05:15:59","modified_gmt":"2025-06-05T05:15:59","password":"","slug":"sales-dashboard","status":"publish","type":"docs","link":"https:\/\/likeitsocial.com\/ko\/guide\/sales-dashboard\/","title":{"rendered":"\uc601\uc5c5 \ub300\uc2dc\ubcf4\ub4dc"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"17981\" class=\"elementor elementor-17981\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a0c0c8e elementor-section-boxed elementor-section-height-default elementor-section-height-default rt-parallax-bg-no\" data-id=\"a0c0c8e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4ac785a\" data-id=\"4ac785a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0d11576 elementor-widget elementor-widget-text-editor\" data-id=\"0d11576\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">The <\/span><b>Sales Dashboard Menu<\/b><span style=\"font-weight: 400;\"> is a dashboard optimized for the sales team to view contract progress and lead status at a glance, and manage performance.<\/span><\/p><p><span style=\"font-weight: 400;\">This page is composed of a total of 3 sections.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aa5f0b3 elementor-section-boxed elementor-section-height-default elementor-section-height-default rt-parallax-bg-no\" data-id=\"aa5f0b3\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0c21856\" data-id=\"0c21856\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9275696 elementor-widget elementor-widget-text-editor\" data-id=\"9275696\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2>1. Sales Insight<\/h2><p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-17984\" src=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image7-3.png\" alt=\"\" width=\"1083\" height=\"381\" srcset=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image7-3.png 1083w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image7-3-300x106.png 300w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image7-3-1024x360.png 1024w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image7-3-768x270.png 768w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image7-3-18x6.png 18w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image7-3-600x211.png 600w\" sizes=\"(max-width: 1083px) 100vw, 1083px\" \/><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Function<\/b><span style=\"font-weight: 400;\">: A graph visualizing the number of contracts closed by the team during the selected period.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Usage<\/b><span style=\"font-weight: 400;\">:<\/span><ul><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Select Date Range<\/b><span style=\"font-weight: 400;\">: You can specify the inquiry period by clicking the <\/span><b>calendar icon<\/b><span style=\"font-weight: 400;\">.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Team\/Representative Filter<\/b><span style=\"font-weight: 400;\">: Filter by the responsible employee or team.<\/span><\/li><li aria-level=\"2\"><span style=\"font-weight: 400;\">Clicking the <\/span><b>shortcut icon<\/b><span style=\"font-weight: 400;\"> will take you to the <\/span><a href=\"https:\/\/likeitsocial.com\/ko\/guide\/sales-dashboard\/#3-toc-title\"><span style=\"font-weight: 400;\">Sales Analytics screen<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-a875ec6 elementor-section-boxed elementor-section-height-default elementor-section-height-default rt-parallax-bg-no\" data-id=\"a875ec6\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5822457\" data-id=\"5822457\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b699908 elementor-widget elementor-widget-text-editor\" data-id=\"b699908\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2>2. Contracts<\/h2><p><img decoding=\"async\" class=\"alignnone size-full wp-image-17985\" src=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image5-4.png\" alt=\"\" width=\"724\" height=\"381\" srcset=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image5-4.png 724w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image5-4-300x158.png 300w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image5-4-18x9.png 18w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image5-4-600x316.png 600w\" sizes=\"(max-width: 724px) 100vw, 724px\" \/><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Function<\/b><span style=\"font-weight: 400;\">: Displays recent contract information in list form.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Items<\/b><span style=\"font-weight: 400;\">:<\/span><ul><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Contract name<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Price<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Client<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Representative<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Contract Date<\/b><\/li><\/ul><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Usage<\/b><span style=\"font-weight: 400;\">:<\/span><ul><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">This list displays the 5 most recent contracts. Clicking the contract name will take you to the corresponding <\/span><b>contract details screen<\/b><span style=\"font-weight: 400;\">.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"2\">Clicking the <b>shortcut icon<\/b> will take you to the <a href=\"https:\/\/likeitsocial.com\/ko\/guide\/contracts\/#3-toc-title\">Contract List screen<\/a>.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-923cdbc elementor-section-boxed elementor-section-height-default elementor-section-height-default rt-parallax-bg-no\" data-id=\"923cdbc\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c4f2607\" data-id=\"c4f2607\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7d21a56 elementor-widget elementor-widget-text-editor\" data-id=\"7d21a56\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2>3. Leads<\/h2><p><img decoding=\"async\" class=\"alignnone size-full wp-image-17986\" src=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3.png\" alt=\"\" width=\"1801\" height=\"375\" srcset=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3.png 1801w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3-300x62.png 300w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3-1024x213.png 1024w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3-768x160.png 768w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3-1536x320.png 1536w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3-18x4.png 18w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image6-3-600x125.png 600w\" sizes=\"(max-width: 1801px) 100vw, 1801px\" \/><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Function<\/b><span style=\"font-weight: 400;\">: Check the status of leads (potential customers) currently in sales.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Items<\/b><span style=\"font-weight: 400;\">:<\/span><ul><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Lead name<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Reference<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Email<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Phone<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Sales status<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Contract status<\/b><\/li><li style=\"font-weight: 400;\" aria-level=\"2\"><b>Businesses<\/b><\/li><\/ul><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Usage<\/b><span style=\"font-weight: 400;\">:<\/span><ul><li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">This list displays the 5 most recently created leads. Clicking a lead will take you to the corresponding <\/span><b>lead profile screen<\/b><span style=\"font-weight: 400;\">.<\/span><\/li><li aria-level=\"2\"><span style=\"font-weight: 400;\">Clicking the <\/span><b>shortcut icon<\/b><span style=\"font-weight: 400;\"> will take you to the <\/span><a href=\"https:\/\/likeitsocial.com\/ko\/guide\/leads\/#3-toc-title\"><span style=\"font-weight: 400;\">Lead List screen<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ac6c232 elementor-section-boxed elementor-section-height-default elementor-section-height-default rt-parallax-bg-no\" data-id=\"ac6c232\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7d13446\" data-id=\"7d13446\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5a7a4ec elementor-widget elementor-widget-text-editor\" data-id=\"5a7a4ec\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2>4. Sales analytics<\/h2><p><span style=\"font-weight: 400;\">This is a dashboard where you can visualize and check sales performance by period. It is used to track and analyze the performance of the sales team&#8217;s activities.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17987\" src=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image2-9.png\" alt=\"\" width=\"265\" height=\"127\" srcset=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image2-9.png 265w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image2-9-18x9.png 18w\" sizes=\"(max-width: 265px) 100vw, 265px\" \/><\/p><p><span style=\"font-weight: 400;\">To change the date, please click the <\/span><b>calendar icon<\/b><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">This page is composed of a total of 3 sections.<\/span><\/p><h4><b>1. Total number of leads<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17988\" src=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image3-9.png\" alt=\"\" width=\"1104\" height=\"364\" srcset=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image3-9.png 1104w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image3-9-300x99.png 300w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image3-9-1024x338.png 1024w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image3-9-768x253.png 768w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image3-9-18x6.png 18w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image3-9-600x198.png 600w\" sizes=\"(max-width: 1104px) 100vw, 1104px\" \/><\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Shows the <\/span><b>number of leads created<\/b><span style=\"font-weight: 400;\"> in a graph by date.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">At the bottom, the <\/span><b>team or representative color legend<\/b><span style=\"font-weight: 400;\"> that created the leads is displayed.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Each dot represents the number of leads created on that date.<\/span><\/li><\/ul><h4><b>2. Total number of completed contracts<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17989\" src=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image4-7.png\" alt=\"\" width=\"1098\" height=\"366\" srcset=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image4-7.png 1098w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image4-7-300x100.png 300w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image4-7-1024x341.png 1024w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image4-7-768x256.png 768w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image4-7-18x6.png 18w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image4-7-600x200.png 600w\" sizes=\"(max-width: 1098px) 100vw, 1098px\" \/><\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">This is a graph where you can check the <\/span><b>number of completed contracts<\/b><span style=\"font-weight: 400;\"> by date.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The completion criteria is the point in time when the contract status is changed to &#8220;Completed&#8221;.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Separate colors by team or employee are displayed.<\/span><\/li><\/ul><h4><b>3. Number of clients by contract price<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17990\" src=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image1-11.png\" alt=\"\" width=\"1096\" height=\"363\" srcset=\"https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image1-11.png 1096w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image1-11-300x99.png 300w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image1-11-1024x339.png 1024w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image1-11-768x254.png 768w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image1-11-18x6.png 18w, https:\/\/likeitsocial.com\/wp-content\/uploads\/2025\/05\/image1-11-600x199.png 600w\" sizes=\"(max-width: 1096px) 100vw, 1096px\" \/><\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Aggregates the number of customers<\/b><span style=\"font-weight: 400;\"> by contract amount and expresses it as a bar graph.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The number in the upper right corner indicates the selected amount range (e.g., $100 units).<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The height of the bar represents the number of customers who contracted in the price range.<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>The Sales Dashboard Menu is a dashboard optimized for the sales team to view contract progress and lead status at a glance, and manage performance. This page is composed of a total of 3 sections. 1. Sales Insight Function: A graph visualizing the number of contracts closed by the team during the selected period. Usage: [&hellip;]<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[175],"doc_tag":[],"aioseo_notices":[],"year_month":"2026-04","word_count":361,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"likeit dev","author_nicename":"dev-likeit","author_url":"https:\/\/likeitsocial.com\/ko\/author\/dev-likeit\/"},"doc_category_info":[{"term_name":"Customer Management","term_url":"https:\/\/likeitsocial.com\/ko\/docs-category\/customer-management\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/docs\/17981"}],"collection":[{"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/comments?post=17981"}],"version-history":[{"count":7,"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/docs\/17981\/revisions"}],"predecessor-version":[{"id":18681,"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/docs\/17981\/revisions\/18681"}],"wp:attachment":[{"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/media?parent=17981"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/doc_category?post=17981"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/likeitsocial.com\/ko\/wp-json\/wp\/v2\/doc_tag?post=17981"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}