TopLine Results – Act! Dashboards


Visual Interactive Act Dashboards

Looking for data can always be a time consuming task. Using dashboards, you can configure a visual window into Act!. These windows will display the data you want to see, filtered to your liking. All dashboards print out nicely and can be easily emailed.


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.