06-10-2019 03:31 AM
Totally new to ACT so please bear with me.
I would like to create two dashboards, one for an individual and one for a group. I would like on the individual report, to show number of activities for that given month split by type (phone calls, Meetings),. Number of open. lost and won opportunities. Value of Won, Open and Lost Opportunities. Top 10 customer spend.
For the group I would like to see for that given month all activities split by Sales Person. All Opportunities split by sales person (groups by won, lost open). Value of Opportunities Won, Open Lost by sales person) So that the Sales Manager has a snapshot of his teams activity
Not entirely sure this is possible?