Account manager’s dashboard

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.