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

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