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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
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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
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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
• |
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 What�s
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 user�s
synchronization history.
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Update
Demo Database
• |
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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