Sales Force Automation: Dashboards

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Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.

Impact

• Present user-specific information about sales opportunities and progress
• Consolidate sales information from across the business for executives
• Customize charts and reports based on key metrics
• Drill down on charts to understand account progress and individual performance

Personalized Dashboards

See your personalized sales information on your Sugar homepage when you log-in each morning. Display multiple dashboards on your homepage in a variety of formats, including line, pie, bar, performance, scatter plot charts.

Real-Time Information

See information as it happens with real-time dashboards of sales performance. Share dashboards with team members to align goals.

Chart Drill-Down

Investigate account progress and sales performance by viewing the account information contained within sales dashboards.