Completed tasks in the Dashboard
The Dashboard's tasks widget now also shows how many tasks were completed in the selected period.
AnalĂticas y datos
9 articles
9 articles
The Dashboard's tasks widget now also shows how many tasks were completed in the selected period.
The Pending Tasks tab of the dashboard provides real-time visibility into the team's active tasks: how many are pending, who has them assigned, what type they are, and how they are distributed throughout the day.
The Rankings tab shows the individual performance of each sales rep within a Sales Brain (Playbook): top performers by metric, real-time team statuses, and a comparative table with rankings, averages, and expanded detail.
The Statuses tab shows the state of the sales funnel of a Sales Brain (Playbook): active contacts, movements between stages, and contacts won or lost in the selected period.
The Summary tab of the new dashboard shows key metrics for a Sales Brain (Playbook): new, active, won, lost, and stalled contacts, along with a 30-day trend chart.
Download the Leaderboard, pending tasks, and statuses Dashboard data as CSV, or query them through the public API.
What the Performance tab of your Control Panel shows: your progress today, your 4 key metrics with your ranking against the team, and your 30-day progress chart.
The Dashboard has been completely redesigned: a clearer summary with daily goals, and new Leaderboard, Pending Tasks, and Statuses tabs.
A new Dashboard section shows the economic value of your Sales Brain (Playbook): KPI cards, a per-salesperson table, a bar chart, and a scatter plot.