Customize your AMS+ Sales Dashboard to efficiently manage your day to day. Get a snapshot of your newest leads or recent phone calls, manage your Activities, link to your favorite sales reports or frequently used searches, stay on top of which clients haven't completed their SOAs, and more.
IN THIS ARTICLE
How to customize the Sales Dashboard
If you belong to a Security Group with the “Manage Users” Administrative permission, you can edit the Sales Dashboard and choose what information is displayed. Please note that any changes you make to Dashboard settings will take effect immediately for all users in your account.
To get started, go to Settings > Sales > Dashboard Settings page.
You will see a list of Record Types that display on the Dashboard. The Dashboard will show additional information on the temperature counts, status counts, and recent records for each Record Type. If you want to add another Record Type or change the record information that shows on the Dashboard, go to the Record Types setting.
In Dashboard Reports, you can personalize the Dashboard with Saved Reports. Choose the report you want to add and set the display format.
There are 5 formats to choose from. Each presents a different view into the report data.
- Bar Chart
- Pie Chart
- Goal Chart
Below the Dashboard Reports section are additional options to display call metrics (if you have VoIP), unsigned Scope of Appointments, and recent Activities on the Dashboard.
Here is an example of a fully equipped dashboard: