NOTE: All Prospect CRM Dashboards (apart from the Overview Dashboard) are currently in Preview.

First of all, that means we'd love your feedback on this new functionality - either if it isn't working right for you, or if you have an idea that would make it better. Please contact us via our chat, or log your ideas in the Ideas Portal - both of these can be accessed by visiting www.prospectsoft.com/resources.

And, in keeping with that desire for maximum feedback, during the Preview phase, this feature will be available to all users on all subscriptions. However, once out of Preview, this feature is expected to be only available on our Professional and Advanced CRM subscriptions.

Overview Dashboard

This Dashboard is typically the first thing you'll see when you log into the CRM. Although this Dashboard isn't role specific, it gives all CRM users an insight into some of the key data in the CRM.

Along the top of the Overview Dashboard, you'll see some of the key Reports displayed as tiles e.g. Pipeline This Month (Best), Open Opportunities, Orders this Month etc. These can be clicked on to open up the full Report, and the tiles can be configured depending on what information you want to display.

Below the tiles, you'll see the News section, as well as the all-important Tasks list, which displays all of your current, overdue and upcoming Recalls.

Finally, the Recent Activity shows you CRM records you've recently been working on, enabling you to quickly and easily navigate back to them.

Account Manager Dashboard

The Account Manager Dashboard is now available in Preview on Version 56.

The Account Manager Dashboard gives you amazing customer insights that increase retention and upsell, as well as identifying churning customers that need to be reactivated.

Sales Manager & Sales Representative Dashboards

These Dashboards are coming soon (expected Preview release: July 2020). We'll update this article as soon as they're available!

Custom/URL-based Dashboards

You can also choose to embed a custom or URL-based Dashboard, which will then display in the Dashboard area. For example, if you've created a Power BI Report, you can display this in Prospect CRM! Please note: CRM users who want to display a custom Dashboard using a third party app like Power BI will need the correct license with the other app.

If you'd like to get a Custom/URL-based Dashboard set up, get in touch!

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