Key Business Indicators: Set up only the business indicators that are critical to your job. You can view such items as orders to fulfill, leads to call, or even bank balances. You can also compare reports from different periods and chart the results graphically.
Report Snapshots & Graphs: Identify reports or metrics that can sharpen your competitive edge, such as sales, top products selling, high revenue customers and more. You can graph this data in charts on your Dashboard, tracking metrics over time and comparing them to previous periods.
Saved Searches: Get the information you need by creating custom searches based on fields in your records. Saved searches allow you to view such information as which customers have made purchases over a certain amount, the number of support cases logged by those customers, or which customers have overdue invoices.
Calendar, Tasks and Reminders: Use the Dashboard to manage your schedule, view tasks, and set reminders. For example, employees can set reminders to process the payroll, approve orders, or call customers.
Customization and Drag-and-Drop Capabilities: Not only can you determine the kinds of reports you view on your Dashboard, but you can also customize the colors, calendars, tasks, indicators and reminders. You can also easily arrange this information with our drag-and-drop capabilities.
Account Management: Armed with complete views of the customer—including a history of sales, support, billing and shipping—you can forge better, more long-lasting relationships.
