Isn't it about time we had some new dashboards right out the box?
I want a proper History dashboard with all the filters.
I want Activity dashboards to have a "Show ONLY Cleared" option. (Why wouldn't it have this option? I don't care what's scheduled only what's been done).
I wan't timeline bar charts so I can see sales each month this year against sales last year.
I wan't to see the total value of sales and time spent for any selected group of Contacts or Companies
I want to see Opportunity Conversion Rates.
I want to see Calls to Conversion ratio or Emails to Conversion.
Not too much to ask is it?
After all, Act! is a sales tool.
or.. let's accept that dashboards are not Act! strength, and expose whatevers needed so that we can use other online dashboard reporting tools. i.e. Klipfolio. Kill off some features and focus on the strengths.
Pat and Don Egen have an free SQL Add-on that allows for custom dashboards. It does require some training, but it works well. They have an e-book about it as well.
I have had two of my consultants trained on it and have successfully sold custom designed dashboards as an additional service.
The only requirement on the client side if to add a .dll to the clients' ACT software folder.
I chose the Egen's solution as the feature is free but the design is tied to my consulting services.......
And, the Egens will create the custom dashboards for a fee.
And, as many of you are aware, there are at least 3 ACT add-on venders who have dashboard design tools.
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