ProspectSoft

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

Change Sales Analysis from Orders to Invoice Revenue

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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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