Recently Updated Pages
Server Settings
The values in the server settings page are used across your version of the Counterpoint Cloud Pla...
Creating Reports
The report generator is a very powerful tool allowing you to pull your own reports based on the d...
Beta V1.2.0
The following is a list of the feature changes from Beta V1.2.0: FlightDeck Dashboard Updates t...
Goals
Goals offer a way to visually see progress towards a long term target, focused on either a month-...
Beta V1.3.0
CP2 Manager Module Allows administrators to 'invite' new users vs. the old registration method....
Supported Devices
Supported Devices Officially, Counterpoint Cloud Platform supports any device that meets the fol...
Tablets and Phones
For the majority of Counterpoint Cloud Platform, your experience will be exactly the same as o...
Receiving a Message
Email When a message has been sent to you, you'll receive a generated email with a link to view ...
Active and Archive Lookups
The active and archive lookup links allow you to view a history of messages you sent that are eit...
Creating a Message
Creating a message in the Counter Message system is straight forward. In order to create a new me...
Downloading and Uploading Files
The Resource Centre module allows you to upload and download resources, as well as download resou...
Sales Summary By Filter
This information has moved: https://docs.amscomputergroup.com/books/counterpoint-cloud-platfor...
Goals
Goals offer a way to visually see progress towards a long term target, focused on either a month-...
Inventory Dashboard
The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a ...
Sales By Day
MTD Sales By Day shows all of your sales to date this month, on a daily basis. Each node on the g...
Top Customers
The Top Customers Chart shows your top 5 customers over the current period, based on total sales ...
FlightDeck Tiles
The FlightDeck Dashboard breaks down your sales into 6 metrics, which are filterable based on tot...
Salesrep Goal
The Salesrep Goal offers a quick glance at your progress towards your primary goal. For a more d...
Sales By Filter
The Past Month Sales By Filter graphs give you a quick visual representation of the breakdown of ...
Version 6 Overview
Point of Sale Quote / Order search combined: When keying in a customer number, instead of the ‘...