Sales Panels (Dashboards)
CWDash Sales Panels
Activities Passed Due by Stage
How much ‘red’ is showing up in your activities? This panel shows all passed due activities seperated by stage.
Options available: Chart Configuration, Send to Excel, Turn menu on/off, Turn border on/off
Open Activities by Member
This Panel shows all members with all of their non-closed sales activities.
Options available: Chart Configuration, Send to Excel, Turn menu on/off, Turn border on/off
Open Opportunities by salesperson
This panel displays all salespersons with all of their non-closed opportunities.
Options available: Chart Configuration, Send to Excel, Turn menu on/off, Turn border on/off.
Opportunities Revenue Closing this month by Stage
This Panel displays all revenue projected for wach sales opportunity for the current month. Our internal sales team lives by this pannel
Options available: Chart Configuration, Send to Excel, Turn menu on/off, Turn border on/off
Sales Activity Points by Member
This panel shows the number of points activity by member.
Options available: Chart Configuration, Select Date, Send to Excel, Select Members, Turn menu on/off, Turn border on/off
Sales Funnel
This panel displays the sales opportunities by sales stage.
Options available: Turn menu on/off, Turn border on/off