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Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Install
Description
Product description

Account manager’s dashboard can be accessed through the Dashboards section and includes the following lists and charts:

  • Upcoming meetings assigned to the current manager.
  • TOP 5 open deals with the largest budget assigned to the current manager.
  • Key clients requiring attention – accounts of category A without communication records within last 2 weeks.
  • Order payment dynamics – previous week planned vs paid order amounts assigned to the current manager.
  • Hot leads with defined BANT and confirmed meeting date.
Languages
English
Price
Free
Support is not available for this application.
Support conditions

Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

Product compatibility
Product
Sales (enterprise)
Version
7.11.1 and up
Platform
.NET Framework
Developed by
Support
Unsupported
Cost
Free
Category
Analytics & Data
Type
Template
Compatibility
7.11.1 and up