Default Business Units adds an additional filter option to many of the pages you use throughout Efficio. Your Default Business Unit selections will be the default filter when using many of the pages and reports throughout Efficio. This feature saves time by reducing common filter selections page by page.

Setup Default Business Units

Manage the Default Business Units

Setup Default Business Units for each team member (or yourself if a Manager) by editing their Efficio profile. Follow these quick steps to setup or edit a team member's Default Business Units. 

  1. Visit Our Team
  2. Choose a Team Member
  3. Scroll to the bottom of their profile 
  4. Use the Default Business Unit column to set the users Default Business Units
  5. Save Changes at the top

Using Default Business Units

Once your Default Business Units are setup, you will see a new business unit option on the pages listed below. This new option will be the default selection when using the following features and reports throughout Efficio. Additional pages and reports will support default business units in the future. 

Pages

  1. Home Page
  2. Account List
  3. Pendings
  4. Activities
  5. Billing Summary

Reports 

  1. AE Activity
  2. Account Goal
  3. AE Performance (Summary)
  4. Aging (AR) Summary
  5. Aging (AR) Detail
  6. Monthly Billing + Pending Detail (1 mo)
  7. Account Portfolio
  8. AE Daily Activity
  9. Flash Report
  10. Monthly Billing + Pending (3 Months)
  11. List Builder
  12. Lost Business
  13. Miller Kaplan (X-Ray) Summary
  14. Monthly Billing
  15. Avail Pending
  16. New Business Retention
  17. New / Returning / Non-Returning
  18. Pendings
  19. Proposed Pendings
  20. Pending Accuracy
  21. Pending Inventory
  22. PJ Pending
  23. Year to Year By Product Category
  24. Rate Card
  25. Retention
  26. Revenue Tracking
  27. Station Spending Report
  28. Weekly Closing Stats
  29. Yearly Sales History
  30. Year to Year By Agency
  31. Year to Year Report
  32. Pacing To This Time Last Year
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