| PRODUCT | TopLine
Dash
TopLine Dash -- The ultimate reporting addon for ACT!
TopLine Dash V.7 is the most powerful and easy-to-use dashboard yet! It offers the ability to report on custom tables created in ACT! 10.0.2.
With TopLine Dash you can:
- Work effectively
- Analyze insightfully
- Report instantly
Key Advantages:
Dashboard Wizard: Quickly set up your dashboard parameters and filters using our Dashboard Wizard.
Customizable Views: Add any database fields to your list views. Quickly save or reload your favorite dashboards. View opportunities and activities side-by-side. Copy or drag and drop dashboard panels and columns. Select different users for each panel. Move the legend as needed.
Contact Details: Preview an editable contact layout by clicking on any lists of activities, opportunities, queries, histories, notes or products.
Calendar: View and edit one or more daily, weekly or monthly calendars.
Activities: Create customized activity lists or drill-down pie or bar graphs.
Opportunities: Create customized opportunity lists or drill-down graphs, auto-calculate counts, gross margins, weighted totals and actual totals. Create follow-up activities directly from your pipeline report.
Contact Lists: List your most important queries of contacts and edit them.
Histories: View, filter and sort by history types and create history summary drill-down graphs. Right click to email history items.
Products: View your selected products by sales stages, date range in a list or drill-down graph.
Queries: Perform powerful opportunity and contact query lists and corresponding graphical views.
Filtering: Filter by date type, activity type, regarding keyword, sales stage, process, group or query.
Sorting: Sort by any selected field in your database including: date, priority, regarding, details, ID/status, city, state, probability, amount, stages, etc.
Sum/Total: Sum/Total for any numeric or currency field in a dashboard list view.
Interactive: Update the dashboard by selecting filters and sorting on the fly. Update multiple opportunities and activities simultaneously. Create look-ups from your notes, history, activity, opportunity or contact lists. Edit field values in contact lists and contact details.
Reporting: Print your favorite dashboard panels as a PDF and share with others. Create read-only dashboards. Email selected histories.
Key Performance Indicators (KPIs): View and filter your sales metrics on activities, histories or opportunities, e.g., number of calls, meetings, to-dos, emails, quotes, new opportunities, calculates win/lose ratios, average sales and total sales for selected users and more.
What's New Report: View the last synchronization, new contacts, histories, notes, opportunities and activities for each user.
Export to Excel: Export activities, notes, histories, opportunities, contacts and KPI statistics to MS Excel format.
Prioritize sales efforts. Assess sales performance. Predict sales results.
Work effectively
- Centralize and organize all key activities, opportunities, histories, notes and contacts in one or more interactive and graphical dashboard views. Align opportunities with activities to ensure proper follow-up.
- Manage your database - Realign territories. Reschedule multiple activities or opportunities at once. Edit contact records and histories.
- Communicate faster by emailing one or more activities, or histories directly from the dashboard.
- Preview contact details. The drill-down links activities or opportunities directly to the contact details allowing you to easily update your database.
- Create follow-up activities from your pipeline list.
Analyze interactively
- Compare, analyze and drill down on graphical activity, history, opportunity, product or query graphs (including sum and average).
- Monitor and quantify sales performance with key performance indicator (KPI) statistics.
- Set targets for activity and opportunity levels to identify gaps and adjust
sales plans. Analyze your pipeline by product using targeted groups such as customers or prospects.
- View multiple ACT! calendars inside the dashboard.
- Choose from many powerful dashboard templates and easily customize your own dashboards using our Dashboard Wizard. Drag and drop panels to move them.
Report instantly
- Share your dashboard as a report in PDF format.
- Export any list to MS Excel.
- Automate your dashboard reporting with TopLine Dash Alerts. Refer to TopLine Dash Alerts for additional information.
Simple to use. Immediate impact.
Other products by TopLine Results Corp:
TopLine Alerts
TopLine Alerts is a notification program for ACT! 2006/2007 Windows or web. Alerts monitors activities and opportunities in your ACT! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where ACT! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources.
FREE TRIAL
TopLine Dash
TopLine Alerts is a notification program for ACT! 2006/2007 Windows or web. Alerts monitors activities and opportunities in your ACT! database and sends customized email notifications. TopLine Alerts is designed to be installed on the server where ACT! resides, but will also work on an individual workstation. Only one license of TopLine Alerts is needed to alert every user in the master database. TopLine Alerts automates the report process, saving you time and administrative resources.
FREE TRIAL
TopLine Designer
TopLine Designer is our most recent add-on for ACT! which allows you to create custom tables when you need to track more than just basic field information in your database. Custom tabs can be added to the Company, Contact or Group to provide you with the ability to create highly customized industry-specific solutions. We include basic templates for you to use or modify. TopLine Designer is simple, flexible and powerful! FREE TRIAL
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GOLDMINE | OUTLOOK
