SalesScreen

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Sondre Lucas Follesø

Marius Ekerholt

Bjørn Molvig

New to SalesScreen? Start here. Set up your account, connect your data, add your team, and create your first competition.

01 Getting Started

You manually add a report from New → Report by choosing the report type and activity, filling in the required fields, and clicking Add.

How do I manually add a report in SalesScreen?

Learn what SalesScreen is, how to log in, find your way around, and use the mobile app.

For users — getting started

You set targets from user profiles or the Targets overview, and for larger changes you can bulk edit or upload targets from Excel.

How do I set targets for users, teams, departments, and company in SalesScreen?

You create a widget from Dashboard → New widget, then choose what data to show, pick a layout, set filters, and save it to the current board.

How do I create a new widget on a dashboard in SalesScreen?

You import reports from Excel on the Data → All Data page by choosing the activity type and period, uploading your file, mapping its columns to SalesScreen fields, and starting…

How can I import reports from Excel into SalesScreen?

You edit a board by opening Dashboard, selecting the board, clicking the three‑dots menu next to its name, choosing Edit, and then updating general, access, and filter settings.

How do I edit a board?

Kristoffer Øseth

Initial account setup, connecting your data source, inviting users, and an admin configuration checklist.

For admins — setting up your account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.