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The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a per-branch or aggregate basis. Warning: Unlike sales information, the majority of the inventory information is not fully managed by COUNTERPOINT, and therefore th...

Goals offer a way to visually see progress towards a long term target, focused on either a month-end or year-end value.   Goals Summary The goals summary page shows all of your current, non-completed goals and their progress split up based on whether they a...

Prebuilt reports offer additional reporting options that do not fit into the capabilities of the standard report generator. These reports are typically requested by one customer, and then made available to everyone. Currently, the following prebuilt reports a...

The following is a list of the feature changes from Beta V1.2.0: FlightDeck Dashboard Updates to the FlightDeck Dashboard tiles, adding a breakout for online sales and moving the tiles into a tabbed panel.   Added the GP% at the end of customer and clerk...

You currently do not have permission to view any branches The account you are signed in as doesn't have permission to view any branch data. As of version Beta 1.3.0 each user must be granted explicit permission to each branch they are able to see the data of....

FlightDeck FlightDeck Dashboard Enabling the FlightDeck Dashboard gives a user access to sales either tied to their salesrep id, or all sales in the case of a manager for branches which they have permission to. Users can filter the data by time periods, bran...

You currently do not have permission to view any branches. This message is displayed on every page when logged in as a user that does not have access to any branches. With the new permission system in Beta 1.3, every user must be granted explicit permissions ...

Sales Filters Along the top of the FlightDeck Dashboard is the display of your current data filters. This defines the branches, current configured sales period, previous comparative sales period and any specific customers. All information on the FlightDeck ...

The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a per-branch or aggregate basis. Window Switcher The window switcher for the inventory dashboard allows you to select one or more of your branches to load the inve...

Goals offer a way to visually see progress towards a long term target, focused on either a month-end or year-end value.   Goals Summary The goals summary page shows all of your current, non-completed goals and their progress split up based on whether they a...

There are three different types of users, each with their own restrictions on what permissions apply to them:   User A normal user can be limited in the modules they see, branches they can access, and are limited to their own sales in most cases. Manager ...

CP2 Manager Module Allows administrators to 'invite' new users vs. the old registration method. CP Manager is also a new user permissions module that allows a company admin to create users and assign permissions to a user. This allows you to limit what modu...

New Features/Enhancements Report Generator Exports Converted Data Using the report generator, changes made to data via the "Convert _____" buttons after generating a report are now exported using the buttons at the top of the report. "Convert Salesperson" ha...

V1.4.0 New Features /Enhancements Report Generator Rework As part of some upcoming features, the Report Generator has been rewritten to improve the flow of creating a new or viewing a saved report. When you generate a report, it now displays the report con...

  The Audit Log contains a list of auditable events that have occurred in your instance of the COUNTERPOINT Cloud Platform over the past 90 days. Event Types The following is a list of event types that are logged in the Audit Log: A user successfully l...

V1.4.1 New Features/Improvements Added a "Fiscal Year" selection to time-based comparisons Note: This relies on the "fiscalStart" setting, which defaults to "01-01". This setting is available under Server Settings in the CP2 Admin module. Remove cash/ret...

What is a Procedure? A procedure is an operation that can be done on a regular basis - typically nightly, and it usually involves modifying or updating your data so that you get a better quality analysis on the COUNTERPOINT Cloud Platform. These procedures a...

V 1.4.2 New Features/Improvements Improved Styling The style of the COUNTERPOINT Cloud Platform looks a little different with the release of 1.4.2. These style changes are necessary as we update the libraries that power The Cloud Platform, and represent a l...