The Forecast Dashboard provides a quick look at all open and closed sales. The Year and Quarter can be selected from drop‑down lists and tabs in each section provide access to the following information related to:

■ Pipeline View for Open Sales

■ Pipeline View of Closed Sales

■ Open Sales by User

■ Closed Sales by User

■ Open Sales by Territory

■ Closed Sales by Territory

The Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Dashboard provides a quick look at opportunities by stages and user. The Year and Quarter can be selected from drop-down lists and tabs in each section provide access to the following information related to:

■ Opportunities by Stages

■ Pipeline View

■ All Opportunities by User

The Sales User Dashboard is primarily used by end-users to review their “to-do” lists, calendar, inbox, and progress toward sales objectives (quota, forecast, closed). Tabs in each section provide access to the following information related to:

■ Activities 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. / E-mails

■ Achievements

The Quota Period is the range of dates comprising the period. By default, GoldMine defines a Quota Period as one month, but the period can be changed in the Quota Profile dialog box. To change the period, open the Go To menu and select Analysis > Quota Analysis. For more information, see Using Quota Analysis.

If you create or update a Quota Analysis in GoldMine, the data might not properly refresh in the Sales User Dashboard. To refresh the data on the Sales User Dashboard, open GoldMine and select Go to > Analysis > Quota Analysis from the menu. Then right-click the Quota and select Re-calculate from the context menu.