Key
Advantages:
- Dashboard Wizard:
Quickly set up your
dashboard parameters and filters using our
Dashboard Wizard.
- Customizable
Views: Add
any database fields to your list views. Quickly
save or reload your favorite dashboards. View
opportunities and activities side-by-side.
Copy or drag and drop dashboard panels and
columns. Select different users for each panel.
Move the legend as needed.
- Contact Details:
Preview an editable
contact layout by clicking on any lists of
activities, opportunities, queries, histories,
notes or products.
- Calendar:
View and edit one
or more daily, weekly or monthly calendars.
- Activities:
Create customized
activity lists or drill-down pie or bar graphs.
- Opportunities:
Create customized
opportunity lists or drill-down graphs, auto-calculate
counts, gross margins, weighted totals and
actual totals. Create follow-up activities
directly from your pipeline report.
- Contact Lists:
List your most important
queries of contacts and edit them.
- Histories:
View, filter and
sort by history types and create history summary
drill-down graphs. Right click to email history
items.
- Products:
View your selected
products by sales stages, date range in a
list or drill-down graph.
- Queries:
Perform powerful
opportunity and contact query lists and corresponding
graphical views.
- Filtering: Filter
by date type, activity type, regarding keyword,
sales stage, process, group or query.
- Sorting:
Sort by any selected
field in your database including: date, priority,
regarding, details, ID/status, city, state,
probability, amount, stages, etc.
- Sum/Total:
Sum/Total for any
numeric or currency field in a dashboard list
view.
- Interactive:
Update the dashboard
by selecting filters and sorting on the fly.
Update multiple opportunities and activities
simultaneously. Create look-ups from your
notes, history, activity, opportunity or contact
lists. Edit field values in contact lists
and contact details.
- Reporting:
Print your favorite
dashboard panels as a PDF and share with others.
Create read-only dashboards. Email selected
histories.
- Key Performance
Indicators (KPIs): View
and filter your sales metrics on activities,
histories or opportunities, e.g., number of
calls, meetings, to-dos, emails, quotes, new
opportunities, calculates win/lose ratios,
average sales and total sales for selected
users and more.
- What’s
New Report: View
the last synchronization, new contacts, histories,
notes, opportunities and activities for each
user.
- Export to Excel:
Export activities,
notes, histories, opportunities, contacts
and KPI statistics to MS Excel format.
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