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The dashboard - the home page of FUTURA Smart

Overview

The dashboard gives you a complete overview of your transactions. You can see at a glance which transactions have been newly assigned to your company account (status "New" = not yet in progress), which transactions are currently being processed (status "In progress") and for which ones a quotation has already been submitted (status "Submitted"). You can open a transaction by clicking on it.

 

Dashboard / Home page

 

 

Navigation area for transactions

Left navigation area

In the navigation area on the left of the dashboard, you can display lists of the individual transactions with specific statuses, e.g., the "Ongoing" list, which shows you all ongoing transactions.

The "Requests for quotation" option provides an overview of all requests for quotation, regardless of their status.

Under "Quotations", you will see a complete overview of all quotations that have been already submitted.

 

You can find more information here:

View and edit a request for quotation

 

Administration of your company and user account

You can access the administrative area at the top right.

You can use this to make internal company settings for your organizational unit. This includes, for example, the creation of new users and other administrative settings.

 

You can find more information here:

Company profile and user management

Area for the administration of your company

 

 

User management and more information about Futura Smart

Infobox on the dashboard

Via the info box on the right side of the dashboard, you can also add or adjust your personal data via a quick access, as well as create new users.

You will also find information on data protection and the terms of use there.

 

More details and further information can be found here:

Company profile and user management

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