KB Article #6775
PSXLink utilizes drop-down menus to organize the various dashboards, reports, and additional data you can drill into--ensuring you can keep an eye on your sales.
Click your PSX subscription type from the list to learn more about the options available:
Watch the video below to learn more about navigating PSX Link!
PSXLink Basic
There are three main drop-down menus to work with in PSXLink Basic.
- Dashboards: Choose the appropriate dashboard to view. Available options are based on your OEC subscription and include CollisionLink, CollisionLink Metrics, Estimate Uploader Metrics, RepairLink, RepairLink Metrics, D2DLink Metrics, MarketplaceDirect Metrics, and Wholesale Summary.
- Segments: Use this drop-down to create new scheduled or on-demand focus reports or manage saved focus reports.
- Reporting: Use this drop-down to manage scheduled or on-demand alert reports.
PSXLink Standard
There are five main drop-down menus to work with in PSXLink Standard.
- Dashboards: Choose the appropriate dashboard to view. Available options are based on your OEC subscription and include CollisionLink, CollisionLink Metrics, Estimate Uploader Metrics, RepairLink, RepairLink Metrics, D2DLink Metrics, MarketplaceDirect Metrics, and Wholesale Summary.
- Segments: Use this drop-down to create new scheduled or on-demand focus reports, manage saved focus reports, or segment reports as desired.
- Customers: With this drop-down, you can view and drill down into your Active Clients, as well as Prospects to keep an eye on them.
- Reporting: Use this drop-down to manage scheduled and on-demand alert reports and activity reports.
- Preferences: Admin users can use this menu to manage users, flex fields, and other aspects of the account. (Learn more about Managing Preferences.)
PSXLink Professional
There are five main drop-down menus to work with in PSXLink Professional.
- Dashboards: Choose the appropriate dashboard to view. Available options are based on your OEC subscription and include CollisionLink, CollisionLink Metrics, Estimate Uploader Metrics, RepairLink, RepairLink Metrics, D2DLink Metrics, MarketplaceDirect Metrics, and Wholesale Summary.
- Segments: Use this drop-down to create new scheduled or on-demand focus reports, manage saved focus reports, or segment reports as desired.
- Customers: With this drop-down, you can view and drill down into your Active Clients, as well as Prospects to keep an eye on them.
- Reporting: Use this drop-down to manage scheduled and on-demand alert reports and activity reports.
- Preferences: Admin users can use this menu to manage users, flex fields, and other aspects of the account. (Learn more about Managing Preferences.)
