ACT! users with Manager or Administrator privileges can use the Dashboard designer to edit existing Dashboards or to create new ones. This chapter focuses on taking the out of the box Dashboards and making them your own. For example, you might decide that you would like to view the Activities by User component as a list display, or you may want to change the Opportunity Pipeline by Stage filters to reflect the member of your sales force on a permanent basis so that you don't have to change it every time you access it.
Sage ACT! 2011 Dashboard and Report Cookbook
Sage ACT! 2011 Dashboard and Report Cookbook
Overview of this book
Sage ACT! is the top selling CRM software application, and it helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. In ACT! 2011, a variety of new dashboards and reports are available for producing graphical representations of client information and for measuring the success of your sales force.
This cookbook is full of practical and immediately applicable recipes that will take you from being an ACT! report and dashboard novice to a report-writing pro in no time. The recipes will show you how to create custom dashboards and reports, as well as utilize the new templates available in recent ACT! versions. You will learn to use ACT!'s Report Editor and Dashboard Designer so that you will be able to easily view important information about your business and your sales force.
The recipes begin by covering the most basic elements of the ACT! reports and continue to include several recipes that will guide you through creating brand-new reports. If you have an ACT! database, you need to be able to access it quickly and logically; this book will help you do just that.
Table of Contents (16 chapters)
Sage ACT! 2011 Dashboard and Report Cookbook
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Preface
Free Chapter
Exploring the ACT! Reports
Filtering Data in Reports
Creating a Quick Report
Working with the Report Editor
Subreports and Scripting Techniques
Labels and Envelopes
Working with the ACT! Dashboards
Filtering Dashboards
Editing Existing Dashboards
Customer Reviews