Reports and Dashboards

Default Reports and Dashboards

• Insights in Performance Overview Widgets
• Default Dashboard
• Manage Dashboards
• Manage widgets and filters
• Use Report Library to add reports
• Deal Stage Duration Analysis Report

See all 11 articles

Custom Dashboards

• Introduction to Custom Dashboard
• Customize Dashboard
• Create Custom Blank Dashboard
• Create Custom Sales Overview Dashboard
• Create Custom Default Dashboard

Advance Dashboard Filters (Beta)

• How to Add Custom Filters to the Dashboard
• How to Add Additional Dashboard Filters
• Who can Add Filters to the Dashboard
• How to Remove the Dashboard Filters

Custom Reports

• Introduction to Custom Reports
• Multi Module Support in Reports
• Single Module Report

Share Reports and Dashboards

• Share Report via Email
• Share Dashboard via Email

Conversation Reports

• Total closed conversations by user
• Time to reply conversation by user
• Time to reply conversation by the team over time
• Time to close the conversation by user
• Remarks from Contacts
• Ratings over time

See all 14 articles