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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

4.7 (3)
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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 7. Working with the ACT! Dashboards

In this chapter, we will cover:

  • Getting familiar with the Dashboard layouts

  • Exploring Dashboard components

  • Accessing Dashboard Data

  • Copying a Dashboard to the clipboard

  • Printing a hard copy of the Dashboard

  • Setting Dashboards as the default startup preference

Introduction

One of the coolest new features of ACT! is the addition of the Dashboard. A Dashboard allows you to access key information in the form of a graphical interface. You can filter a Dashboard so that it contains just the information you need, or you can tweak the various elements of a Dashboard to give it a different look. Administrators and Managers of your ACT! database can create brand new Dashboards if they're required.

If you want more details about the information you see in a Dashboard, you can drill-down into the Dashboard with a simple double-click to access all the juicy details. At that point, you can edit or add to your information and the Dashboard will update automatically.

You...

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