TopLine Dash for ACT!

Prioritize sales activities. Assess sales performance. Predict sales results.

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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