TopLine Dash - ACT! Dashboard replaces ACT! Reports - Ultimate ACT! Reporting Add-on
Fast. Reliable. Affordable CRM.
TopLine Dash - ACT! Dashboard replaces ACT! Reports - Ultimate ACT! Reporting Add-on

TopLine Dash for ACT!

Powerful and highly flexible, TopLine Dash is the easy-to-use real-time reporting tool for ACT!. View combined data for all of your ACT! users on one screen within the ACT! application.

Prioritize sales activities. Assess sales performance. Predict sales results.
TopLine Dash v8

Work effectively

  • Centralize and organize all key activities, opportunities, histories, notes, custom tables, companies and contacts in one view.
  • Manage your database — Realign territories. Reschedule multiple activities or opportunities at once.
  • Easily organize your dashboards in new folder structure. Arrange by favorites, teams, business functions and more.
  • Communicate faster by emailing one or more histories directly from the dashboard.
  • Create follow-up activities from your pipeline list.

Analyze insightfully

  • Compare, analyze and drill down on activities, histories, opportunities, custom tables, products and queries or graphs.
  • Monitor and quantify sales performance with key performance indicator (KPI) statistics. Calculate sum and average.
  • Easily create multiple-table queries with SQL statement auto-generation.
  • Build exception reports and identify neglected accounts.
  • Set targets for activity and opportunity levels to identify gaps and adjust sales plans.
  • Choose from many templates and easily customize your own dashboards using our Dashboard Wizard. Drag and drop panels and fields.

Report instantly

  • Improved PDF printing with crisper output and header/ footer content.
  • Share your dashboard as a report in PDF format.
  • Export any list to MS Excel.
  • Automate your dashboard reporting with TopLine Dash Alerts. Refer to TopLine Dash Alerts datasheet for additional information.

Interactive reporting. Simple to use. Immediate impact.

 

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