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.
Whats 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.
