> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Understand the dashboards

> Choose the right view and check what each number measures.

[Rep Overview](/reporting/rep-overview) is a personal work queue: appointments, open pipeline, follow-up work, delivery waiting on others and balances needing attention.

[Sales](/reporting/sales) focuses on sales activity and offer outcomes. Use its period and owner controls to understand the displayed pipeline and performance.

**Reporting** brings together management views. Open the relevant tab:

| Tab                   | What it summarises                                                    |
| --------------------- | --------------------------------------------------------------------- |
| Overview              | Lifecycle volume, conversion path and exceptions requiring attention  |
| Sales & Pipeline      | Customer engagement, lead-source performance and rep phone activity   |
| Accountability Report | Task ownership, overdue work, escalation and completion               |
| Operations            | Delivery performance and operational progress                         |
| Platform information  | Platform/billing information and setup context available to your role |

## Read reports consistently

Check the period, timezone, owner filter, last update and whether the screen uses live or mock data. Phone reporting can have its own period selector. A count from a different time window is not directly comparable.

Open the underlying customer, call, task or project when investigating a metric. Treat empty/unavailable data differently from a confirmed zero.

## Recommended review rhythm

Review urgent exceptions daily. Review sales activity and unresolved delivery work weekly. Reconcile finance and the period-specific company reports at month end.

## ArgonixIntelligence in this workflow

The reporting brief changes with the selected tab where enabled. Use its suggested next action, then verify the contributing records.


## Related topics

- [Use the Sales dashboard](/reporting/sales.md)
- [Review operations and platform information](/reporting/operations-platform.md)
- [Review sales, calls and the heatmap](/reporting/sales-pipeline.md)
- [4. Understand the home](/sales-onboarding/assessment.md)
- [Welcome to ArcSolar](/index.md)