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.

Features

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.