The CRM Dashboard provides a landing place to see all Recent and My Workspace Opportunities and Tasks. The ability to launch quick actions like creating opportunities and contacts, and the added ability to pin reports to the dashboard for quick viewing.
Outstanding tasks from the last 15 days are displayed on the dashboard in order of when they’re due.
Tasks that are due today are green, overdue tasks will start yellow and gradually change in color to red the more overdue they become.
Tasks can be marked as Complete by clicking the radio button.
Where there is a linked opportunity, user can single-click on the opportunity name and the Quick View Slider appears.
Single-click on the opportunity name and the opportunity Quick View Slider appears. Learn more here.
Double-click on the opportunity name and the opportunity opens in a new CRM tab
On the Sales funnel, Business statistics and Settlement reports there is a Pin to Dashboard check box
For the best experience, user should create at least one saved view of a report before pinning it to the dashboard.
If user checks the pin to dashboard checkbox and there are no saved views a standard view is created and pinned to the dashboard – this may not always be optimal.
When multiple saved views have been created, on the dashboard there is a drop down on the top-right of the report tile where the user can change the view