• Using the Sales Dashboard
    Overview The Sales Dashboard displays your lead and Pipeline data in high-level, visual charts and graphs. You can use each chart/graph to uncover trends and patterns in your sa...
  • Lead Performance on the Dashboard
    Overview The Leads area of the Sales Dashboard gives a high-level view of lead productivity in your sales process. Follow the progress of Group and Individual leads and gain ins...
  • Pipeline Performance on the Dashboard
    Overview The Pipelines area of the Sales Dashboard gives you a bird's eye view of your sales process. Track sales performance for your producers and forecast the incoming revenu...