TopLine
Dash v.6 for ACT! 2008 / 2007 Features
Prioritize sales effort. Assess sales
performance. Predict sales results.
| Work
effectively |
- Centralize
and organize all key activities,
opportunities, histories, notes
and contacts in one or more interactive
and graphical dashboard views.
Align opportunities with activities
to ensure proper follow-up.
- Manage
your database — Realign
territories. Reschedule multiple
activities or opportunities at
once. Edit contact records and
histories.
- Communicate
faster by emailing one
or more activities, or histories
directly from the dashboard.
- Preview
contact details.
The drill-down links activities
or opportunities directly to the
contact details allowing you to
easily update your database.
Create
follow-up activities
from your pipeline list.
|
| Analyze
interactively |
- Compare,
analyze and drill down on
graphical activity, history, opportunity,
product or query graphs (including
sum and average).
- Monitor
and quantify sales performance
with key performance indicator
(KPI) statistics.
- Set
targets for activity and
opportunity levels to identify
gaps and adjust sales plans. Analyze
your pipeline by product
using targeted groups such as
customers or prospects.
- View
multiple ACT! calendars
inside the dashboard.
- Choose
from many
powerful dashboard templates
and easily
customize
your own dashboards using our
Dashboard Wizard. Drag and drop
panels to move them.
|
| Report
instantly |
- Share
your dashboard as a report
in PDF format.
- Export
any list to MS Excel.
- Automate
your dashboard reporting
with TopLine Dash Alerts. Refer
to TopLine Dash Alerts for additional
information.
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