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Dashboard and products/services

New Member
Posts: 6
Country: United_Kingdom

Dashboard and products/services

Hello Act Act Community, you've all been fantastic so far and I'm hoping you continue to be the absolute diamonds you are.


I'm wanting to use the dashboard for my staff to track their sales and targets. We don't use the products/services tab as we sell bespoke insurance policies rather than physical products with fixed prices. Each policy we sell is as individual as the people we sell them to.


I've created a field for the "sale value" which I'd like to use as a monthly total in the dashboard, but from what I can see the dashboard will only take values from the "total" created by the products/services tab list.


can the dashboard take information from any field or is it fixed to the products/services part?


thanks guys