- Windows 7
Sage ACT! 2012 & SalesLogix Add Ons - TopLine Dash
Our Recommended ACT! Add-Ons
TopLine Dash is the most powerful and easy-to-use dashboard yet! It offers the ability to report on custom tables created in ACT! Quickly set up your dashboard parameters and filters using our Dashboard Wizard. Add any database fields to your list views. Quickly save or reload your favorite dashboards. View opportunities and activities side-by-side.
- Centralize and organize all key activities, opportunities, histories, notes and contacts in one or more interactive and graphical dashboard views. Align opportunities with activities to ensure proper follow-up.
- Manage your database - Realign territories. Reschedule multiple activities or opportunities at once. Edit contact records and histories.
- Communicate faster by emailing one or more activities, or histories directly from the dashboard.
- Preview contact details. The drill-down links activities or opportunities directly to the contact details allowing you to easily update your database.
- Create follow-up activities from your pipeline list.
- Compare, analyze and drill down on graphical activity, history, opportunity, product or query graphs (including sum and average)
- Monitor and quantify sales performance with key performance indicator (KPI) statistics.
- Set targets for activity and opportunity levels to identify gaps and adjust sales plans. Analyze your pipeline by product using targeted groups such as customers or prospects.
- View multiple ACT! calendars inside the dashboard.
- Choose from many powerful dashboard templates and easily customize your own dashboards using our Dashboard Wizard. Drag and drop panels to move them.
- Share your dashboard as a report in PDF format.
- Export any list to MS Excel.
- Automate your dashboard reporting with TopLine Dash Alerts. Refer to TopLine Dash Alerts for additional information.
Please Contact Us or call us at 888-774-4653 if you have any questions or concerns.