Dashboard and Sharing
Use the dashboard and choose the right sharing method for customer traffic
Dashboard and Sharing
The dashboard is the operational home page for most organization users.
What the dashboard helps you do
- see progress toward your first submission
- monitor recent activity
- copy or share your public organization link
- access common actions quickly
Sharing methods
WinFactor supports several ways to share your public entry point.
Direct link
Best for:
- one-to-one chat
- sales follow-up
QR code
Best for:
- trade fairs
- printed flyers
- showroom materials
WhatsApp message template
Best for:
- quick sales outreach
- installers or prospects who already use WhatsApp heavily
Website embed snippet
Best for:
- adding a clear call to action on your own website
- sending visitors into your public product flow without a full website rebuild
Recommended rollout order
Start simple:
- direct link
- QR code
- WhatsApp template
- website embed
That keeps troubleshooting easier while your team learns the system.
About dashboard stats
Some dashboard numbers are operational estimates rather than audited business analytics. Use them for quick orientation, not formal reporting.
Good practice
Before sharing widely:
- open your public page as a visitor
- test one product template
- send a test submission
- confirm your team knows who owns follow-up