|
| 30-60-90
Day Activities |
|
TopLine Dash can include
up to 25 panels in one view.
This four-panel view summarizes
an activity report for a set
period of time. Easily add
or drag and drop panels.
PDF
of Printed Report |
|
| Calendar
Views |
|
Using
TopLine Dash you can set a
dashboard panel to display
individual users calendars.
|
|
| Companies |
|
The
Company dashboard panel shows
an interactive graphical display
of your companies and can
be grouped by record manager,
by industry or any company
field from your database!
PDF
of Printed Report |
|
| Contact
Query |
|
The Contact Query View
allows data to be displayed
in your panel using the ACT!
advanced look up feature.
The data return is based on
criteria set for one or more
fields from the contact or
opportunity tables. You have
the option to view this data
in a list and/or graphical
view – both are interactive!
PDF
of Printed Report
|
|
| Histories |
|
If you are interested in
measuring performance, the
History panel can display
a report showing cleared/completed
activities from ACT! The filtering
allows you to select any history
type, date range and users
with your choice of fields
to display from the Contact,
History or Company tables!
If you want to send an update
on a critical history entry,
the dashboard includes the
option to send any history
entry via email directly from
the list view. As with most
dashboards, you can return
data in a list or graphical
view and print if you need
a hard copy report.
PDF
of Printed Report
|
|
| 30-60-90
Day Histories |
|
The history panel can also
be grouped to show multiple
panels for a 30-60-90 day
review. This history panel
reflects past activity. Drill
down on the bar charts to
view further details.
PDF
of Printed Report
|
|
| Key
Performance Indicators |
|
Key performance indicators
(KPIs) display a total count
for activities, histories
and/or opportunities. Filter
this dashboard by user or
data type; export to Excel
or easily print your report!
|
|
| Notes
by Dates |
|
Have you ever wanted to
view all the notes that you
entered into the database
in a compact, easily customized
view – that can be exported
into Excel? This can be a
dashboard view displaying
notes by date range, user
or group, with the option
to display any field from
the Notes, Company or Contact
tables!
PDF
of Printed Report
|
|
| Opportunities |
|
This powerful report for
the sales manager or sales
representative illustrates
your pipeline by stage or
by user. Drill down for more
details Customize your view
to verify there is a follow-up
activity scheduled for each
opportunity!
PDF
of Printed Report |
|
| Opportunity
Pipeline |
|
Use pie charts to view
the breakdown of your opportunities
and forecast for 30-60-90
days.
PDF
of Printed Report |
|
| Opportunity
Details |
|
TopLine Dash offers the
unique feature of displaying
a list view in one panel which
can link to the contact in
the corresponding detail panel
below. This allows the user
to easily update any field
displayed and can be linked
to any customized layout.
|
|
| Opportunity
Graphs |
|
The Opportunity Graphs
dashboard shows a sampling
of the graphical views included
with TopLine Dash. (Not pictured
– Line Graph)
PDF
of Printed Report |
|
| Opportunity
Projection |
|
Use the opportunity projection
dashboard to view past and
future revenue that includes
an interactive graph. Filtering
can be set by user, revenue
or any field you find insightful.
PDF
of Printed Report |
|
| Products |
|
TopLine Dash provides a
panel to report on products,
which is not available using
ACT! You can compare product
totals by sales stage, by
user and include any fields
from the Contact, Company,
Opportunity, Activity or Product
tables. Graphical views allow
drill down into the associated
opportunity.
PDF
of Printed Report |
|
| Opportunity
Queries |
|
Conveniently view opportunities
by using the advanced query
feature native to ACT! Just
as the Contact Query can access
data from multiple fields
or across tables, the Opportunity
Query does so as well. For
example, display all opportunities
from a particular city or
state for the next 30 days
where the Contact ID/Status
is a customer and the opportunity
is greater than a set amount
of dollars.
PDF
of Printed Report |
|
| Won-Lost
Opportunities |
|
Opportunity panels can
provide an analysis showing
won/loss ratios and be set
to filter by revenue, reason
field or user to add insight
to your selling strategy.
PDF
of Printed Report |
|
| What's
New in the Database |
|
The What’s new panel
displays data based on a date
range set to read entries
added to the database within
the last 7 days. Panels display
new contacts added or edited
in the system, activities,
notes, histories, opportunities
and user’s synchronization
history.
PDF
of Printed Report |
|
| Year-to-Date
Totals |
|
Year-to-date totals can
be displayed to show opportunity
results by month or completed
activities by month in an
interactive view.
PDF
of Printed Report |
|
| Database
Users |
|
Create a dashboard to view
the users of the database
along with their corresponding
synchronization status.
PDF
of Printed Report |
