Work Effectively
- Centralise and organise all key activities, opportunities, histories, notes, custom tables, companies and contacts in one view.
- Manage your database – Realign territories. Reschedule multiple activities or opportunities at once.
- Communicate faster by emailing one or more histories directly from the dashboard.
- Create follow-up activities from your pipeline list.
Analyse Insightfully
- Compare, analyse and drill down on activities, histories, opportunities, custom tables, products and queries or graphs.
- Monitor and quantify sales performance with key performance indicator (KPI) statistics. Calculate sum and average.
- Create advanced KPIs off almost any field in your Act! database including custom fields. (Act! v16)
- Easily create multiple-table queries with SQL statement auto-generation.
- Build exception reports and identify neglected accounts.
- Set targets for activity and opportunity levels to identify gaps and adjust sales plans.
- Choose from many templates and easily customise your own dashboards using our Dashboard Wizard. Drag and drop panels and fields.
Report Instantly
- Share your dashboard as a report in PDF format.
- Select custom colour schemes for your graphs and charts. (Act! v16)
- Export any list to MS Excel.
- Use Keystroke Dash Alerts bundle to automate your dashboard reporting.
