{"id":245,"date":"2020-10-26T17:35:45","date_gmt":"2020-10-26T20:35:45","guid":{"rendered":"https:\/\/suporte.pauta.me\/?p=245"},"modified":"2020-10-29T14:25:27","modified_gmt":"2020-10-29T17:25:27","slug":"visualizacao-do-painel","status":"publish","type":"post","link":"https:\/\/suporte.pauta.me\/?p=245","title":{"rendered":"Visualiza\u00e7\u00e3o do Painel"},"content":{"rendered":"\n<p>O Painel do m\u00f3dulo de Neg\u00f3cios&nbsp;possui&nbsp;um layout com&nbsp;as informa\u00e7\u00f5es pontuais sobre as a\u00e7\u00f5es do operador logado. Estes dados s\u00e3o relevantes na gest\u00e3o comercial da empresa e auxiliam nas tomadas de decis\u00e3o dos&nbsp;neg\u00f3cios.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Utilize o filtro<\/strong>&nbsp;de data inicial e data&nbsp;final para atualizar&nbsp;o per\u00edodo desejado de an\u00e1lise dos indicadores:<\/p>\n\n\n\n<p><em>| Novos leads | Oportunidades em andamento| Propostas&nbsp;em andamento | Neg\u00f3cios ganhos | Neg\u00f3cios Perdidos |<\/em><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"1024\" height=\"176\" src=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-1024x176.png\" alt=\"\" class=\"wp-image-246\" srcset=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-1024x176.png 1024w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-300x52.png 300w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-768x132.png 768w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image.png 1128w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p>Na se\u00e7\u00e3o \u201c<strong>Minhas atividades<\/strong>\u201d s\u00e3o exibidas as tarefas atribu\u00eddas ao operador que esta conectado&nbsp;ao Pauta.Me. Voc\u00ea pode utilizar os filtros de per\u00edodo \u201cHoje\u201d, \u201cSemana\u201d, \u201cM\u00eas\u201d<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"563\" height=\"234\" src=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-2.png\" alt=\"\" class=\"wp-image-248\" srcset=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-2.png 563w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-2-300x125.png 300w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/figure><\/div>\n\n\n\n<p>O \u201c<strong>Funil de vendas<\/strong>\u201d exibe oportunidades e propostas que foram inseridas no&nbsp;<strong>Pauta.Me<\/strong>&nbsp;com o status vinculados a condi\u00e7\u00e3o (em andamento).<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" width=\"556\" height=\"374\" src=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-1.png\" alt=\"\" class=\"wp-image-247\" srcset=\"https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-1.png 556w, https:\/\/suporte.pauta.me\/wp-content\/uploads\/2020\/10\/image-1-300x202.png 300w\" sizes=\"(max-width: 556px) 100vw, 556px\" \/><\/figure><\/div>\n\n\n\n<p>No gr\u00e1fico de \u201c<strong>Neg\u00f3cios<\/strong>\u201c, voc\u00ea tem uma vis\u00e3o de linhas para analisar os valores de&nbsp;<strong>metas<\/strong>&nbsp;cadastradas para o ano corrente&nbsp;<strong><em>versus<\/em>&nbsp;<\/strong>o valor&nbsp;dos&nbsp;<strong>Neg\u00f3cios aprovados<\/strong>.&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip1-11.png\" alt=\"\" class=\"wp-image-336\"\/><\/figure><\/div>\n\n\n\n<p>Na se\u00e7\u00e3o \u201c<strong>Ordens de Servi\u00e7o<\/strong>\u201d s\u00e3o disponibilizados 4&nbsp;<em>cards<\/em>&nbsp;de alerta que indicam em n\u00fameros situa\u00e7\u00f5es espec\u00edficas das O.S., com um clique sobre o&nbsp;<em>card<\/em>&nbsp;ser\u00e3o apresentadas informa\u00e7\u00f5es detalhadas:<\/p>\n\n\n\n<ul><li>Aguardando Aprova\u00e7\u00e3o: Ordens de servi\u00e7o liberadas, no m\u00f3dulo de Projetos, para aprova\u00e7\u00e3o do cliente.<\/li><li>Entrega em Risco: Ordens de servi\u00e7o faltando 7 dias ou menos para o prazo do cliente;<\/li><li>Entrega Atrasada: Ordens de servi\u00e7o em andamento com o prazo do cliente anterior \u00e0 data atual;<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip0-14.png\" alt=\"\" class=\"wp-image-337\"\/><\/figure><\/div>\n\n\n\n<p>Os \u201c<strong>Neg\u00f3cios por regi\u00e3o<\/strong>\u201d s\u00e3o exibidos em um&nbsp;mapa e apresentados&nbsp;em uma tabela onde voc\u00ea pode clicar sobre a cidade e verificar informa\u00e7\u00f5es referentes a proposta comercial encaminhada, data de cadastro da proposta, valor estimado, total a receber, cliente, projeto e funil de vendas a qual ela pertence.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img src=\"https:\/\/www.pauta.me\/suporte\/wp-content\/uploads\/sites\/5\/2019\/12\/mceclip0-15-1024x391.png\" alt=\"\" class=\"wp-image-338\"\/><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Explica\u00e7\u00e3o sobre os componentes do painel de Neg\u00f3cios.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":[],"categories":[21],"tags":[],"_links":{"self":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts\/245"}],"collection":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=245"}],"version-history":[{"count":4,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts\/245\/revisions"}],"predecessor-version":[{"id":257,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=\/wp\/v2\/posts\/245\/revisions\/257"}],"wp:attachment":[{"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=245"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=245"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/suporte.pauta.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=245"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}