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Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine
Template
Application type
Analytics
Template type
    Product 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.
    Price
    Free
    Product compatibility
    Product
    Sales (enterprise)
    Version
    7.11.1 and up
    Platform
    .Net Framework

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