UPDATED SALES/ACTIVITY DASHBOARD

The Sales and Activity Dashboards have been merged into one dashboard called  “Sales Dashboard”.

• ‍Calls and Meetings – combined on one widget.

• Header Icons have the description/tooltip when you hover.

• Calls Icon – will take you to the Today’s Callback list from the CRM advanced search, displaying any/all uncompleted calls to date.

– Here you can easily “work your call list” by going into split screen mode.

• Calls/Meetings Icon – will take you to the Notes and Activity report displaying both scheduled Calls and Meetings for today.

• Refresh/Reload Icon will reload the data showing in the widget.

• Information/Tool tip icon will define what is being displayed on that widget.

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Individual Activity Icons will identify listed calls and meetings respectively.

Opportunities widget

• Header icons have the description/tooltip when you hover.

• Opportunity icon will redirect to Opportunity Search results page displaying “All Open Opportunities” for the logged in Rep.

Year to Date Bookings Graph – new colors on the graph

• Goals – Orange
• Sales – Green
• Proposals – Teal

• ”More” icon will bring you to the Sales Runsheet for the current year.

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Year to Date Activities Graph – new colors on the graph

• Calls – Orange
• Meetings – Purple
• Emails – Pink

• icon will bring you to the Activity Report for the current year.

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