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Prospect CRM Dashboards
Prospect CRM Dashboards
8 articles in this collection
Written by
Isobel Honour
and
Jessica Nash
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
Isobel Honour
Updated over a week ago
Sales Rep Dashboard
Sell more in less time, every time, using the Sales Rep Dashboard!
Written by
Jessica Nash
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
Jessica Nash
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
Jessica Nash
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
Jessica Nash
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
Jessica Nash
Updated this week
Prospect CRM Dashboards
Prospect CRM Dashboards are focused on helping you manage and drive growth throughout your business.
Written by
Jessica Nash
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
Isobel Honour
Updated over a week ago