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Your TopLine Dash purchase includes over 15
predefined templates!
You will lose any existing saved dashboards when
you upgrade to version 6. |
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Activities
 PDF of Printed Report |
This
powerful activity view displays a review of the next week's activities. It can
include one or more users, filters to set activity types, groups of contacts and
selected date ranges. The panel can be printed as a report by selecting the
Print Icon from the Dashboard toolbar! |
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30-60-90 Day Activities
PDF of Printed Report |
TopLine Dash can include up to 25 panels in one view. This four-panel view summarizes an activity report for a set period of time.
Easily add or drag and drop panels. |
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Calendar Views
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Using TopLine
Dash you can set a dashboard panel to display individual users calendars. |
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Companies
PDF
of Printed Report |
The Company
dashboard panel shows an interactive graphical display of your companies and can
be grouped by record manager, by industry or any company field from your
database! |
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Contact Query
PDF of Printed Report |
The Contact
Query View allows data to be displayed in your panel using the ACT! advanced
look up feature. The data return is based on criteria set for one or more
fields from the contact or opportunity tables. You have the option to view this
data in a list and/or graphical view both are interactive!
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Histories
PDF of Printed Report |
If you are
interested in measuring performance, the History panel can display a report
showing cleared/completed activities from ACT! The filtering allows you to
select any history type, date range and users with your choice of fields to
display from the Contact, History or Company tables! If you want to send an
update on a critical history entry, the dashboard includes the option to send
any history entry via email directly from the list view. As with most
dashboards, you can return data in a list or graphical view and print if you
need a hard copy report. |
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30-60-90 Day Histories
PDF of Printed Report |
The history
panel can also be grouped to show multiple panels for a 30-60-90 day review.
This history panel reflects past activity. Drill down on the bar charts to view further details. |
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Key Performance Indicators
PDF of Printed Report |
Key
performance indicators (KPIs) display a total count for activities, histories
and/or opportunities. Filter this dashboard by user or data type; export to
Excel or easily print your report! |
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Notes by Dates
PDF of Printed Report |
Have you
ever wanted to view all the notes that you entered into the database in a
compact, easily customized view that can be exported into Excel? This can be
a dashboard view displaying notes by date range, user or group, with the option
to display any field from the Notes, Company or Contact tables! |
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Opportunities
PDF of Printed Report |
This powerful report for the sales manager or sales representative
illustrates your pipeline by stage or by user. Drill
down for more details Customize your view to verify there
is a follow-up activity scheduled for each opportunity! |
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Opportunity Pipeline
PDF of Printed Report |
Use pie charts to view the breakdown of your opportunities and
forecast for 30-60-90 days. |
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Opportunity Details
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TopLine
Dash offers the unique feature of displaying a list view in one panel which can
link to the contact in the corresponding detail panel below. This allows the
user to easily update any field displayed and can be linked to any customized
layout. |
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Opportunity Graphs
PDF of Printed
Report |
The
Opportunity Graphs dashboard shows a sampling of the graphical views included
with TopLine Dash. (Not pictured Line Graph) |
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Opportunity Projection
PDF of Printed
Report |
Use the
opportunity projection dashboard to view past and future revenue that includes
an interactive graph. Filtering can be set by user, revenue or any field you
find insightful. |
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Products
PDF of Printed Report |
TopLine
Dash provides a panel to report on products, which is not available using ACT!
You can compare product totals by sales stage, by user and include any fields
from the Contact, Company, Opportunity, Activity or Product tables. Graphical
views allow drill down into the associated opportunity. |
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Opportunity Queries
PDF of Printed Report |
Conveniently view opportunities by using the advanced query feature native to
ACT! Just as the Contact Query can access data from multiple fields or across
tables, the Opportunity Query does so as well. For example,
display all opportunities from a
particular city or state for the next 30 days where the Contact ID/Status is a
customer and the opportunity is greater than a set amount of dollars. |
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Won-Lost Opportunities
PDF of Printed Report |
Opportunity panels can provide an analysis showing won/loss ratios and
be set to filter by revenue, reason field or user to add insight to your selling
strategy.
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What's New in the Database
PDF of Printed Report |
The Whats
new panel displays data based on a date range set to read entries added to the
database within the last 7 days. Panels display new contacts added or edited in
the system, activities, notes, histories, opportunities and users
synchronization history. |
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Update Demo Database
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TopLine
Results provides a demonstration database for consultants who need to show
TopLine Dash to their clients. Using the Update dashboard you will have current
data to display in all the TopLine Dash views! Download here. |
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Year-to-Date Totals
PDF of Printed
Report |
Year-to-date totals can be displayed to show opportunity results by month or
completed activities by month in an interactive view. |
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Database Users
PDF of Printed
Report |
Create a
dashboard to view the users of the database along with their corresponding
synchronization status. |
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