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Fast Tip Friday: Dashboard Drilldown #SageACT

by bwhalen_sage on ‎07-01-2011 08:13 AM (1,764 Views)

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When you’re busy and need to quickly size up daily activities or top opportunities in order to prioritize your time, Dashboards are the place to look. Dashboards provide one location where you can view and work with important information, such as:

  • Daily schedules
  • Lists of activities, such as appointments, meetings, and so on
  • Top opportunities
  • Sales figures
  • Data charts on your customers and contacts, sales opportunities and products, recent contact activity, remote databases, and users

 

From the Dashboards view, you can quickly get a high level view of this information and even “drill down” for specific details. This week’s tip explores how to access detailed data from a Dashboard component.

 

Accessing Details from Dashboard Components

You can quickly access information, such as contact details and lists of opportunities or activities, from Dashboard components. For example, you can click a contact's name to quickly see the contact details. Or, if your Dashboard has an Activities component, you can open the Schedule Activity dialog box to make changes to or reschedule the selected activity.

 

The following describes some of the ways to access information from selected Dashboard components.

 


 

My Schedule At-A-Glance:

  • Double-click an activity to open the Schedule Activity dialog box.

Activities by User:

  • Click a single bar graph or pie slice to display the Task List, which shows activities for the selected user.

 


 

Opportunity Pipeline by Stage, Closed Sales to Date (bar graph and pie chart)

  • Click a single bar graph or pie slice to display opportunities for the selected stage, user, or date.
  • Click anywhere to display an Opportunity List that is filtered to show the corresponding data.
  • Double-click an opportunity to open the Opportunity dialog box.

 

Closed Sales to Date Gauge

  • Click anywhere to display an Opportunity List that is filtered to show the same data.
  • Double-click an opportunity to open the Opportunity dialog box.

 

Recently Edited Contacts, User Status and Other Data Chart Components

  • For components that display a contact or user name in a table/grid, click the Contact or User name hyperlink to display the selected user’s contact detail.

 

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