| Detail comparison
between TopLine Dash and ACT! dashboard |
TopLine Dash |
ACT! dashboard |
| Filters |
| View data for multiple users |
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| Filter by dates, priorities, types,
stages, status, process |
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| Filter by groups |
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| Filter by queries |
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| Reporting |
| Export to MS-Excel |
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| Print to PDF |
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| Send reports automatically (with
TopLine Dash Alerts) |
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| Copy image to clipboard |
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| Interactive |
| Sort by fields |
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| Drill downs from graphical views |
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| Go to contact(s) interactively |
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| Edit inside the dashboard |
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| Set target for activities or
histories |
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| Set targets for opportunities |
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| Highlight any opportunities,
activities, histories or notes in order to preview the contact layout |
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| Projections by period of time,
Referred by, ID/Status or any other Contact field |
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| Advanced drill down |
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| Customization |
| Create, duplicate, resize and
customize multiple dashboard panels |
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| Drag and drop panels for easy
duplication and set-up |
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| Protect your dashboard with read-only
feature |
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| Customize lists with fields from
activities, opportunities, contacts and histories side-by-side |
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| Toggle between list view and
graphical views |
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| Alerts |
| Send
PDF dashboard reports automatically |
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| Send email alerts for opportunities
using ACT! field contents |
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| Send email alerts for specific
activity conditions |
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| Send email alerts for specific
history conditions |
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| Advanced Analytics |
| Create queries by contacts or
opportunities |
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| Filter by queries or groups |
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| Rescale graphical details using smart
breaks |
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| List totals for number and currency
fields |
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| Make projections using line graphs |
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| View graphical funnel reports |
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| Ease of use |
| Use dashboard
interactively |
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| Save time using dashboard wizard |
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| Rename dashboard on the fly |
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| Drag and drop panels within a
dashboard |
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| Add dashboard or new panel in one
click |
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| Select your favorite dashboards
within one click |
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| Others |
| Create "read only"
dashboards |
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| Compatible with Citrix environment |
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| Share dashboard with other ACT! users |
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| Sync your dashboards with other users |
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| Activity Dashboard |
| Graph
or list selected users activities |
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| Choose columns from activity fields |
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| Choose columns from the contact and
company fields |
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| Filter activities by types,
priorities, date ranges, and users |
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| Export activities to MS-Excel |
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| Mass updates of activity fields |
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| Drill down applies to single bar |
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| Highlight any activities in order to
preview the contact layout |
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| Group your activities by ID/Status,
Referred by or any contact field |
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| Set targets for users activities |
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| Calendar Dashboard |
| View multiple
interactive calendars |
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| View calendars by day,
week or month |
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| Select users' calendar |
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| Schedule or reschedule
within the calendar |
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| Opportunity Dashboard |
| Choose fields from the opportunity
table |
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| Filter opportunities by process,
stage, status, users |
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| Filter opportunities by close date,
open date and create date |
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| Filter opportunities by selected
group or query |
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| Create opportunity queries |
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| View opportunity totals in lists |
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| Choose opportunity fields and contact
fields side-by-side |
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| Choose opportunity fields and last
history side-by-side |
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| Choose opportunity and next activity
fields side-by-side |
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| View your opportunities per product |
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| Mass update opportunity fields |
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| Create follow-up from opportunity |
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| Opportunity totals in graphs |
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| Top opportunities limited to 10 |
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| Graphical pie charts and bar charts |
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| Highlight any opportunity in order to
preview the contact layout |
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| Product Dashboard |
| Graph or list views by products |
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| View product opportunity totals |
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| Highlight any product in order to
preview the contact layout |
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| Notes Dashboard |
| View Notes by date range |
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| Delete Notes from list |
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| Highlight any Notes in order to
preview the contact layout |
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| Go to contacts from Note list |
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| History Dashboard |
| View "What's New" dashboard
(Last 7 days contacts, tes, histories, emails, new opportunity, etc.) |
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| Filter by history type |
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| Sort by history types, dates or any
fields |
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| View history details |
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| Graph histories |
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| Export histories to MS-Excel |
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| Delete histories |
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| Update history fields |
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| Email history content |
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| Highlight any history in order to
preview the contact layout |
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| Monitor synchronization status |
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| Key Performance
Indicator Dashboard |
| Opportunity Key Performance |
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| Activity Key Performance |
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| History Key Performance |
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| Export KPIs to MS-Excel |
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| Contact and Company
Dashboard |
| View contact lists |
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| Create contact query lists |
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| Graph all your queries by any fields
(e.g. ID/Status, Cities, Referred by etc.) |
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| Company lists |
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| Total numeric and currency fields |
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| Export contact query list to MS-Excel |
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| Highlight any contact in order to
preview the contact layout |
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