Dashboards
The GoldMine Dashboard is a place were you can quickly view and access data based on predefined criteria and view real‑time informational graphics and data tables with controls to select the desired information for viewing. Dashboards are user-defined summary views of data from internal and external sources.
By using Dashboards, you can quickly: measure the flow of new Leads, view a filtered list of Lead records, chart Opportunities and Forecasts, review the Customer Service processes, review “to-do” lists, calendar, inbox, and progress toward Sales objectives, and view Forecasts and Appointments.
NOTE: For details on managing the Dashboards, see Dashboards Management.
Follow the links below to learn more about using Dashboards in GoldMine.
