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Salesmate
Reports and Dashboards
Reports and Dashboards
Understand your team’s activities and optimize their efforts for winning more deals.
Default Reports and Dashboards
Default Dashboard
Use Report Library to add reports
Manage Dashboards
Managing Reports
Manage widgets and filters
Creating Folders in Reports
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Custom Dashboards
Introduction to Dashboard 2.0
Customize Dashboard 2.0
Create Custom Blank Dashboard
Create Custom Sales Overview Dashboard
Create Custom Default Dashboard
Custom Reports
Introduction to Custom Reports
Create Custom Report
Operations on Reports 2.0
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
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