You want to know how to use the ACT! Dashboard in ACT!.
The ACT! Dashboard provides a comprehensive, visual overview of key activities and opportunities in a single view. It provides an at-a-glance, graphical representation of this information in a highly interactive format, so you have the information you need to best tackle your day and be more productive.
Dashboard components:
Schedule At-a-Glance
View a list of activities for the day, including activity type and time, with the Schedule At-a-Glance component. Personalize this component by filtering which Activity Types are displayed and which Priorities are displayed so you see precisely the information that is important to you. Drill down into any activity for more detail or to take further action, and schedule, clear, or add details from this component. In addition, when you mouse over each activity, a calendar pop-up appears providing you with more detail on that particular activity.
Activities
Get a handle on important activities and see how your time is allocated using the My Activities component, with a complete view of all activities in a graphical pie or bar chart. The My Activities component includes all calls, meetings, to-dos, and custom activities for a given date range you specify. Further personalize this component by filtering by Activity Type and Priority, and by private, cleared, timeless, and even Outlook® tasks. For a quick count of the number of activities associated with each Activity Type, simply mouse over any Activity Type.
Opportunity Pipeline by Stage
See how your sales opportunities are tracking, whether you are using the ACT! Sales Process or one customized to suit your business, in a pie or bar chart, using the Opportunity Pipeline by Stage component. This component includes the total associated with each stage for the date range and status you specify. And, you can get a quick count of opportunities associated with each stage by placing your mouse over any stage.
Opportunities
Get an at-a-glance view of your sales opportunities in a graphical pie or bar chart by total and weighted total with the My Opportunities component. This component can be customized to display opportunities by date ranges including 30 days, 60 days, or 90 days, or view by opportunities open, closed – won, closed – lost, and inactive for a deeper analysis.
Top 10 Opportunities
Quickly view a list of your top sales opportunities by total or weighted total with the Top 10 Opportunities component. Personalize this component and view by date range or status, or sort each column in the list by name, total, company, and more. Drill down and take further action to add more detail to any opportunity, move it through sales process, or schedule a follow-up. Even create, edit, and delete an opportunity directly from this view.
Closed Sales to Date
View all closed sales to date for all closed sales opportunities with the Closed Sales to Date component. The graphical gauge or pie and bar chart provides a better sense of how you’re tracking towards your opportunity goals – and you can specify targets to easily see your progress. Personalize this component by date range or status for deeper analysis.
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Dashboard components:
Schedule At-a-Glance
View a list of activities for the day, including activity type and time, with the Schedule At-a-Glance component. Personalize this component by filtering which Activity Types are displayed and which Priorities are displayed so you see precisely the information that is important to you. Drill down into any activity for more detail or to take further action, and schedule, clear, or add details from this component. In addition, when you mouse over each activity, a calendar pop-up appears providing you with more detail on that particular activity.
Activities
Get a handle on important activities and see how your time is allocated using the My Activities component, with a complete view of all activities in a graphical pie or bar chart. The My Activities component includes all calls, meetings, to-dos, and custom activities for a given date range you specify. Further personalize this component by filtering by Activity Type and Priority, and by private, cleared, timeless, and even Outlook® tasks. For a quick count of the number of activities associated with each Activity Type, simply mouse over any Activity Type.
Opportunity Pipeline by Stage
See how your sales opportunities are tracking, whether you are using the ACT! Sales Process or one customized to suit your business, in a pie or bar chart, using the Opportunity Pipeline by Stage component. This component includes the total associated with each stage for the date range and status you specify. And, you can get a quick count of opportunities associated with each stage by placing your mouse over any stage.
Opportunities
Get an at-a-glance view of your sales opportunities in a graphical pie or bar chart by total and weighted total with the My Opportunities component. This component can be customized to display opportunities by date ranges including 30 days, 60 days, or 90 days, or view by opportunities open, closed – won, closed – lost, and inactive for a deeper analysis.
Top 10 Opportunities
Quickly view a list of your top sales opportunities by total or weighted total with the Top 10 Opportunities component. Personalize this component and view by date range or status, or sort each column in the list by name, total, company, and more. Drill down and take further action to add more detail to any opportunity, move it through sales process, or schedule a follow-up. Even create, edit, and delete an opportunity directly from this view.
Closed Sales to Date
View all closed sales to date for all closed sales opportunities with the Closed Sales to Date component. The graphical gauge or pie and bar chart provides a better sense of how you’re tracking towards your opportunity goals – and you can specify targets to easily see your progress. Personalize this component by date range or status for deeper analysis.
