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  • Book Overview & Buying Sage ACT! 2011 Dashboard and Report Cookbook
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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

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Sage ACT! 2011 Dashboard and Report Cookbook

Sage ACT! 2011 Dashboard and Report Cookbook

4.7 (3)

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)
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Sage ACT! 2011 Dashboard and Report Cookbook
Credits
About the Authors
About the Reviewer
www.PacktPub.com
Preface

Chapter 10. Working with the Dashboard Designer

In this chapter, we will cover:

  • Creating a new Dashboard

  • Adding or removing columns or rows

  • Creating a wider component

  • Adding components to a Dashboard

  • Adding custom data charts

  • Rearranging the order of the Dashboards

Introduction

In previous chapters, you learned how to take the existing Dashboards that come with ACT! and make them your own. Once you feel really comfortable with both the existing Dashboards and the editing process you may want to move on and start creating your own Dashboards from scratch.

Using the ACT! Dashboard designer, you can create new Dashboards that best suit how you and your business work. ACT! users that have manager or administrator rights have the ability to add, remove, resize, and drag-and-drop components. They can add headers and footers and set the default filters. And, because there is no limit to the number of Dashboards that can be used in a database, they can create separate Dashboards for the various parts of...

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