Sales Rep Dashboard

Updated Apr 4, 2026 Dashboard and Analytics

The sales rep dashboard is focused on your personal activity. It shows your orders, not the entire team’s.

Sales rep dashboard in SampleHQ showing My Orders This Month, My Pending, Shipped, and Delivered cards with a My Orders Over Time chart
The sales rep dashboard shows your personal order activity and pending follow-ups.

KPI cards

  • My Orders This Month: Orders you created this month, with an all-time total.
  • My Pending: Orders waiting to be fulfilled (highlighted if any need attention).
  • Shipped: Orders that have been shipped but not yet delivered.
  • Delivered: Orders confirmed as delivered.

My Orders Over Time

A chart showing your personal order creation activity over 14, 30, or 90 days.

My Orders list

Below the chart, a list of your recent orders with quick access to details.

Fulfillment Dashboard Using Charts and Date Filters