Unfortunately the B2BKing Pro Reports section is very complex and tightly integrated with the backend, so it's not something that can be easily ported over to the agent dashboard.
Probably the simplest solution would be to add a few custom columns to the "Customers" page on the agent dashboard. For example, you could display information about past orders, order totals, comparisons with previous periods, etc. It wouldn't be a full chart like in the backend reports, but it could show the key data points your agents need.
If you have something specific in mind that would work for your use case, let me know and I can try to guide you on how to add that to the dashboard.
Dear Sirs,
Is it possible to show the reports currently visible in "B2BKing Pro > Reports" in the agent dashboard in SalesAgent?
The report currently visible in the agent dashboard is too limited.
We need to show the agent data relating to orders placed by their customers, with comparisons made with previous months/years.
Thank you in advance
Marco
Hi Marco,
Thanks for reaching out about this.
Unfortunately the B2BKing Pro Reports section is very complex and tightly integrated with the backend, so it's not something that can be easily ported over to the agent dashboard.
That said, I think the right approach here would be to extend the agent dashboard with the specific data you need. SalesKing dashboard templates are fully customizable - you can modify any existing page or create a new custom one: https://woocommerce-b2b-plugin.com/docs/how-to-edit-salesking-dashboard-page-templates/
Probably the simplest solution would be to add a few custom columns to the "Customers" page on the agent dashboard. For example, you could display information about past orders, order totals, comparisons with previous periods, etc. It wouldn't be a full chart like in the backend reports, but it could show the key data points your agents need.
If you have something specific in mind that would work for your use case, let me know and I can try to guide you on how to add that to the dashboard.
Kind regards,
Stefan
Thanks Stefan,
I'll work on something and then get back to you.
Have a nice day.