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Dashboard help please!!

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New Member
Posts: 2
Country: United Kingdom
Accepted Solution

Dashboard help please!!

Hi,

 

I'm trying to figure out how to set up the dashboard for my company, so that we can see charts and graphs of EVERYBODY'S opportunity lists. At the moment, I've managed to work out how to use the filter tools etc to play with my opportunities...

 

Is there a way to combine everyone's opportunity lists and sales figures onto one dashboard so that I can work out accurate sales forcasts for the company as a whole???

 

Thanks very much,

Rachel


Accepted Solutions
Solution
Accepted by topic author reb208
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 219
Country: USA

Re: Dashboard help please!!

The Premium or Corporate edition of ACT allows you to have dashboards for everyone on an admin or manager screen.  If you are using ACT by Sage, that is not an included feature.

Cindy Gavelek, M.Ed., ACC
Confluence
cgavelek@confluencecorp.com

View solution in original post


All Replies
Solution
Accepted by topic author reb208
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 219
Country: USA

Re: Dashboard help please!!

The Premium or Corporate edition of ACT allows you to have dashboards for everyone on an admin or manager screen.  If you are using ACT by Sage, that is not an included feature.

Cindy Gavelek, M.Ed., ACC
Confluence
cgavelek@confluencecorp.com
New Member
Posts: 2
Country: United Kingdom

Re: Dashboard help please!!

Thankyou very much Cindy, that helped a lot!!