TopLine Dash V.7 is the most powerful and easy-to-use dashboard
yet! It offers the ability to report on custom tables created in
ACT! 10.0.2.
With TopLine Dash you can:
Dashboard Wizard: Quickly set up your dashboard parameters
and filters using our Dashboard Wizard.
Customizable Views: Add any database fields to your
list views. Quickly save or reload your favorite dashboards.
View opportunities and activities side-by-side. Copy or drag
and drop dashboard panels and columns. Select different users
for each panel. Move the legend as needed.
Contact Details: Preview an editable contact layout
by clicking on any lists of activities, opportunities, queries,
histories, notes or products.
Calendar: View and edit one or more daily, weekly
or monthly calendars.
Activities: Create customized activity lists or drill-down
pie or bar graphs.
Opportunities: Create customized opportunity lists
or drill-down graphs, auto-calculate counts, gross margins,
weighted totals and actual totals. Create follow-up activities
directly from your pipeline report.
Contact Lists: List your most important queries of
contacts and edit them.
Histories: View, filter and sort by history types
and create history summary drill-down graphs. Right click to
email history items.
Products: View your selected products by sales stages,
date range in a list or drill-down graph.
Queries: Perform powerful opportunity and contact
query lists and corresponding graphical views.
Filtering: Filter by date type, activity type, regarding
keyword, sales stage, process, group or query.
Sorting: Sort by any selected field in your database
including: date, priority, regarding, details, ID/status, city,
state, probability, amount, stages, etc.
Sum/Total: Sum/Total for any numeric or currency field
in a dashboard list view.
Interactive: Update the dashboard by selecting filters
and sorting on the fly. Update multiple opportunities and activities
simultaneously. Create look-ups from your notes, history, activity,
opportunity or contact lists. Edit field values in contact lists
and contact details.
Reporting: Print your favorite dashboard panels as
a PDF and share with others. Create read-only dashboards. Email
selected histories.
Key Performance Indicators (KPIs): View and filter
your sales metrics on activities, histories or opportunities,
e.g., number of calls, meetings, to-dos, emails, quotes, new
opportunities, calculates win/lose ratios, average sales and
total sales for selected users and more.
What's New Report: View the last synchronization,
new contacts, histories, notes, opportunities and activities
for each user.
Export to Excel: Export activities, notes, histories,
opportunities, contacts and KPI statistics to MS Excel format.
