CRM Business Dashboard
Master Reports > CRM
The CRM Business DashboardA basic dashboard, available for several modules, that is included in Pronto Xi Business Intelligence. It typically presents key metrics and charts against current, year-to-date, and period-to-date data. contains the following widgets:
| Widget name | Definition |
|---|---|
|
Number of Quotes |
The total number of quotations. |
|
Value of Quotes in the Pipeline |
The value of quotes in the pipeline. |
|
Number of Leads |
The total number of leads. |
|
Number of Opportunities |
The total number of opportunities. |
|
Leads Pipeline |
The value and count of leads by lead status and by the initial, expected, and factored values and lead counts. |
|
Opportunity Count - Top Reps by Factored Amount |
The top ten reps by their factored value and opportunity count. |
|
Lead Count - Top Reps by Factored Amount |
The top ten reps by their factored value and lead count. |
|
Value of Leads by Rep |
This widgetDashboards: Objects added from the Content pane to the dashboard are displayed in widgets. Widgets are containers that allow you to interact with and manipulate the content contained within them. displays a detailed datagrid reportA set of data deliberately laid out to communicate business information. Depending on the context, 'report' may refer to report specification or report output. Report (more precisely, report specification) is the generic term for the objects created or edited in Cognos Analytics. Pronto Xi Business Intelligence offers a suite of standard reports. of leads by rep. This widget is not included in the core dashboardA web page that can contain one or more widgets that graphically represent business data. but you can use it to customise your own dashboards. |
|
Value of Opportunities by Rep |
This widget displays a detailed datagrid report of opportunities by rep. This widget is not included in the core dashboard but you can use it to customise your own dashboards. |