| Detail comparison between
TopLine Dash and ACT! dashboard |
TopLine
Dash |
ACT!
dashboard |
Filters
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| View
data for multiple users |
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| Filter
by dates, priorities, types,
stages, status, process |
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| Filter
by groups |
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| Filter
by queries |
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|
Reporting
|
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| Export
to MS-Excel |
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| Print
to PDF |
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| Send
reports automatically (with
TopLine Dash Alerts) |
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| Copy
image to clipboard |
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|
Interactive
|
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| Sort
by fields |
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| Drill
downs from graphical views |
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| Go
to contact(s) interactively |
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| Edit
inside the dashboard |
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| Set
target for activities or histories |
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| Set
targets for opportunities |
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|
| Highlight
any opportunities, activities,
histories or notes in order
to preview the contact layout
|
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| Projections
by period of time, Referred
by, ID/Status or any other
Contact field |
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| Advanced
drill down |
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Customization
|
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| Create,
duplicate, resize and customize
multiple dashboard panels |
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| Drag
and drop panels for easy duplication
and set-up |
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| Protect
your dashboard with read-only
feature |
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| Customize
lists with fields from activities,
opportunities, contacts and
histories side-by-side |
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| Toggle
between list view and graphical
views |
|
|
Alerts
|
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| Send
PDF dashboard reports automatically |
|
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| Send
email alerts for opportunities
using ACT! field contents |
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| Send
email alerts for specific
activity conditions |
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| Send
email alerts for specific
history conditions |
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|
Advanced
Analytics
|
|
|
| Create
queries by contacts or opportunities |
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| Filter
by queries or groups |
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| Rescale
graphical details using smart
breaks |
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| List
totals for number and currency
fields |
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| Make
projections using line graphs
|
|
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| View
graphical funnel reports |
|
|
Ease
of use
|
|
|
| Use dashboard
interactively |
|
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| Save
time using dashboard wizard |
|
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| Rename
dashboard on the fly |
|
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| Drag
and drop panels within a dashboard
|
|
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| Add dashboard
or new panel in one click |
|
|
| Select
your favorite dashboards within
one click |
|
|
Others
|
|
|
| Create
"read only" dashboards
|
|
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| Compatible
with Citrix environment |
|
|
| Share
dashboard with other ACT!
users |
|
|
| Sync
your dashboards with other
users |
|
|
Activity
Dashboard
|
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|
| Graph
or list selected users activities
|
|
|
| Choose
columns from activity fields |
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| Choose
columns from the contact and
company fields |
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| Filter
activities by types, priorities,
date ranges, and users |
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| Export
activities to MS-Excel |
|
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| Mass
updates of activity fields |
|
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| Drill
down applies to single bar |
|
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| Highlight
any activities in order to
preview the contact layout
|
|
|
| Group
your activities by ID/Status,
Referred by or any contact
field |
|
|
| Set targets
for users activities |
|
|
Calendar
Dashboard
|
|
|
| View
multiple interactive calendars |
|
|
| View
calendars by day, week or
month |
|
|
| Select
users' calendar |
|
|
| Schedule
or reschedule within the calendar
|
|
|
Opportunity
Dashboard
|
|
|
| Choose
fields from the opportunity
table |
|
|
| Filter
opportunities by process,
stage, status, users |
|
|
| Filter
opportunities by close date,
open date and create date |
|
|
| Filter
opportunities by selected
group or query |
|
|
| Create
opportunity queries |
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| View
opportunity totals in lists |
|
|
| Choose
opportunity fields and contact
fields side-by-side |
|
|
| Choose
opportunity fields and last
history side-by-side |
|
|
| Choose
opportunity and next activity
fields side-by-side |
|
|
| View
your opportunities per product
|
|
|
| Mass
update opportunity fields |
|
|
| Create
follow-up from opportunity
|
|
|
| Opportunity
totals in graphs |
|
|
| Top opportunities
limited to 10 |
|
|
| Graphical
pie charts and bar charts |
|
|
| Highlight
any opportunity in order to
preview the contact layout
|
|
|
Product
Dashboard
|
|
|
| Graph
or list views by products
|
|
|
| View
product opportunity totals
|
|
|
| Highlight
any product in order to preview
the contact layout |
|
|
Notes
Dashboard
|
|
|
| View
Notes by date range |
|
|
| Delete
Notes from list |
|
|
| Highlight
any Notes in order to preview
the contact layout |
|
|
| Go to
contacts from Note list |
|
|
History
Dashboard
|
|
|
| View
"What's New" dashboard
(Last 7 days contacts, tes,
histories, emails, new opportunity,
etc.) |
|
|
| Filter
by history type |
|
|
| Sort
by history types, dates or
any fields |
|
|
| View
history details |
|
|
| Graph
histories |
|
|
| Export
histories to MS-Excel |
|
|
| Delete
histories |
|
|
| Update
history fields |
|
|
| Email
history content |
|
|
| Highlight
any history in order to preview
the contact layout |
|
|
| Monitor
synchronization status |
|
|
| Key
Performance Indicator Dashboard
|
|
|
| Opportunity
Key Performance |
|
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| Activity
Key Performance |
|
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| History
Key Performance |
|
|
Export
KPIs to MS-Excel
|
|
|
Contact
and Company Dashboard
|
|
|
| View
contact lists |
|
|
| Create
contact query lists |
|
|
| Graph
all your queries by any fields
(e.g. ID/Status, Cities, Referred
by etc.) |
|
|
| Company
lists |
|
|
| Total
numeric and currency fields |
|
|
| Export
contact query list to MS-Excel
|
|
|
| Highlight
any contact in order to preview
the contact layout |
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|
