Management Dashboards

The Management Dashboard GroupClosed Fixed set of contact records that meet an initial set of conditions. Once selected, member records subsequently have instantaneous access to the subset. This method can be used instead of filters, to maintain a subset of data. is mainly used view activities, customer service, and sales.

The Activity Dashboard provides a quick look at the appointments and calls for the current user. The Dashboard is divided with appointment information on the top and call information on the bottom. The Year and Quarter can be selected from drop‑down lists and tabs in each section provide access to the following information related to:

■ Completed Appointments - Summary

■ Completed Appointments - Details

■ Completed Appointments - Summary Table

■ Completed Calls - Summary

■ Completed Calls - Details

■ Completed Calls - Summary Table

The Activity Summary Dashboard provides a quick look at the Open and Closed ActivitiesClosed A time-specific or event-based action linked to Contacts; for example: calls, appointments, letters, To Do tasks, or events that are assigned to users. for the selected user, and can be sorted by month and activity type. The Dashboard is divided pie charts in the top half by month and quarter. The bottom half contains details by month and activity type with links.

■ Open Activities by User - Summary Chart

■ Open Activities by User - Details

■ Closed Activities by User - Summary Chart

■ Closed Activities by User - Details

The Case Dashboard provides a quick look at the customer service processes for the current user. The tabs and an associated table provide access to the following information related to:

■ Open Cases by Product

■ Open Cases by Owner

■ Overdue Cases

■ On-time Case Resolution Rate

■ Resolved Cases

The Lead Dashboard is primarily used by marketing and sales management and executives to measure the flow of new leads. The GoldMine administrator can specify which records are used for leads by selecting a filter to specify those records. The tabs and an associated table provide access to the following information related to:

■ Leads by Owner

■ New Leads by Source

■ New Leads Without Activities

■ Forecasted Sales

■ Closed Sales

The Management Dashboard provides a quick look at the product forecasts, user forecast, and open cases. The tabs and an associated table provide access to the following information related to:

■ Forecast by Product

■ Forecast by User

■ Open Cases by Product