Interactive Dashboards in SalesLogix 7

While SalesLogix 7 is not exactly brand new, it is new for many of our readers. This is the first in a series of posts highlighting key new features of SalesLogix v7.

Real-Time Interactive Dashboards

Some of the benefits include:

- Gain deep insight into organizational and individual performance via interactive dashboards

- View performance metrics, diagnose key issues, and identify opportunities from a single location

- Analyze key performance metrics such as pipeline status, open opportunities, and win rate

- Identify top customers and opportunities

- Discover root causes for performance issues and take corrective action

- Perform ad-hoc analysis by simply changing filter or group criteria



More Features:

- Drill down into detailed data for further analysis into trends

- Export data to Excel for further analysis

- Conduct historical and comparative trend analyses, such as period-to-date and year-to-year

- Manage your calendar, tasks, and activities directly within the dashboard

- Personalize dashboard content so each user gets exactly the information they need

- Drag-and-drop to view different dashboard performance metrics

- Create customized dashboard content
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