Prospect CRM Dashboards

9 articles in this collection
Written by Jess Heald, Charlotte Austin, and Maddie Finlay

Change Sales Analysis from Orders to Invoice Revenue

Learn how to change your Sales Analysis Dashboard tiles to display invoices instead of orders.

Written by Maddie Finlay
Updated over a week ago

RFM Insights

Understand the meaning of each RFM segment, and get actionable insights to proactively follow up with the right message at the right time.

Written by Jess Heald
Updated over a week ago

Sales Rep Dashboard

Sell more in less time, every time, using the Sales Rep Dashboard!

Written by Jess Heald
Updated over a week ago

Custom/URL-based Dashboards

Embed custom or URL-based dashboards into Prospect CRM, saving your team the hassle of switching between multiple apps.

Written by Jess Heald
Updated over a week ago

Sales Manager Dashboard

Get a 360° view of your Sales performance, team and projected results using the Sales Manager Dashboard!

Written by Jess Heald
Updated over a week ago

Account Manager Dashboard

Learn how the Account Manager Dashboard helps you to retain customers, look after them, upsell them and if necessary reactivate them!

Written by Jess Heald
Updated over a week ago

Setting Up & Configuring Dashboards

Before you start using the Prospect CRM Dashboards, set up your preferences and configure Dashboards to your liking following these steps!

Written by Jess Heald
Updated over a week ago

Prospect CRM Dashboards

Prospect CRM Dashboards are focused on helping you manage and drive growth throughout your business.

Written by Jess Heald
Updated over a week ago

Identifying Customers that Need Engagement

Use the Account Management Dashboard to identify customers who need engagement to help reduce customer churn.

Written by Charlotte Austin
Updated over a week ago