SalesScreen

Create a new mobile widget to visualize important data in the mobile application.

A mobile widget lets you present key data directly in the SalesScreen mobile app.

How do I create a mobile widget?

This guide shows you how to enable embedding on a board, control access, and retrieve the embed link you’ll use in external systems.

Embed dashboard

Upload your personal profile picture to ensure that everyone recognizes you across your SalesScreen company account.
You can upload your profile picture at any time.

How can I upload my profile picture?

Web notifications in SalesScreen play a short “bop” sound. You can mute this sound without turning off notifications.

How can I mute web notifications?

You manage push notifications from Profile → Notifications on web or mobile, where you can enable/disable all pushes, set business hours, and choose exactly which events should trigger notifications.

How do I manage push notifications in SalesScreen?

You rearrange widgets by opening a board, switching to Arrange mode, dragging the widget tiles into the order you want, and clicking Save.

How do I rearrange widgets on a board in SalesScreen?

You manage reports from Data → All Data, where you can browse, filter, add historical reports, edit allowed fields, delete reports, and export them to Excel.

How do I manage reports on behalf of my users?

Learn how to add, edit and delete reports for yourself and users in your teams.

How do I manage Reports?

Reset your password in case you have forgotten your password and wish to recover access to your SalesScreen account.

How can I reset my password?

Set or update targets from your profile or from Manage → Targets, and use bulk‑edit or Excel upload when you need to adjust many users, teams, departments, or company targets…

How do I set targets for myself and others in SalesScreen?

If a user doesn’t have a target on the metric and period you’re viewing, they will not appear in target‑based widgets/slides even if they have logged reports; add a target…

Why can’t I find a user in a target‑based list (widget, slide, or report)?

To deactivate a user you go to manage -> users -> the user or users you want to deactivate and click deactivate.

How can I deactivate a user?

You configure target settings from Manage → Targets by opening Target settings on a key metric, then choosing the target period, which levels can have targets (user / team /…

How do I configure target settings for a key metric?

You reactivate a user from Manage → Users → Inactive tab by selecting the user and clicking Activate user to restore their access.

How do I reactivate a user in SalesScreen?

Access the SalesScreen community to submit a feature request, vote on features or simply see what we are working on.

How can I submit a feature request?

You remove a user from a team by going to Manage → Organization → Teams, selecting the team, finding the user under the Users tab, and reassigning them to a…

How do I remove a user from a team in SalesScreen?

Marius Ekerholt

Kristoffer Øseth

Hanne Herseth

Everything for day-to-day SalesScreen: logging activities, your dashboard, the mobile app, your player profile, and notifications.

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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.

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

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

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

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