The fundamental goal of every sales manager is to understand where his salespeople and his team are standing at any given moment. This can be done in a variety of fashions, which will be covered in the upcoming sections.
Visiting individual records serves two purposes: you can see what is going on, and it may provide you with the opportunity to leave your own comments and suggestions to either handle this account or a specific opportunity.
A salesperson may have an SCRM dashboard that represents a snapshot of what they are working on right now, with tasks and meetings that need to be handled or planned for. The sales manager's dashboard may be very similar, except that it will reflect the activities of the team and its individual members, along with their own personal activities. It is not unusual for dashboards to be separated into tabs (pages), where page one might be your personal information and page two might be reports...