Description
Work effectively
– Centralize and organize all key activities, opportunities, histories, notes, custom tables, companies and contacts in one view.
– Manage your database – Realign territories. Reschedule multiple activities or opportunities at once.
– Communicate faster by emailing one or more histories directly from the dashboard.
Analyze insightfully
– Compare, analyze and drill down on activities, histories, opportunities, custom tables, products and queries or graphs.
– Monitor and quantify sales performance with key performance indicator (KPI) statistics. Calculate sum and average.
– Create advanced KPIs off almost any field in your Act! database including custom fields.
– Easily create multiple-table queries with SQL statement auto-generation.
– Build exception reports and identify neglected accounts.
– Set targets for activity and opportunity levels to identify gaps and adjust sales plans.
– Choose from many templates and easily customize your own dashboards using our Dashboard Wizard. Drag and drop panels and fields.
Report instantly
– Share your dashboard as a report in PDF format.
– Select custom color schemes for your graphs and charts.
– Export any list to MS Excel.
– Use Keystroke Dash Alerts bundle to automate your dashboard reporting.