KPI and Insights Permissions

The following information describes the KPI and insights-oriented Permissions that can be assigned to user roles.

View Client Management 

Allows you to create or edit Client Management KPI charts on the Home screen.

View Completed Labor Efficiency 

Allows you to create or edit the Completed Labor Efficiency KPI charts on the Home screen. 

View Customer Issues Insight 

Allows you to enable Customer Issues so that you can allow different roles the ability to create a Customer Issue widget on the Dashboard of the Aspire desktop. 

View Forecast 

Enables you to create or edit the Forecast KPI charts on the Home screen. 

View Overhead Recovery 

Enables you to create or edit the Overhead Recovery KPI charts on the Home screen.

View Profit & Loss 

Allows you to create or edit the Home screen's Profit & Loss KPI charts.

View Sales Score Card 

Create or edit the Home screen's Sales Score Card KPI charts.