Discover New Dashboard and Reporting Enhancements
We've listened to your feedback and enhanced the dashboard and reporting features to give you greater control and insight. Explore the new fields and filters added to your experience.
New Features at a Glance
- Opportunity's Phone Number: Now accessible as a table column for a quick reference.
- Opportunity's Primary Contact Name: Added as both a widget filter and a table column, streamlining contact management.
- Opportunity's Followers: Available as a widget filter and table column, plus included in Group By and View By options for better tracking.
- Opportunity's Business Name: Easily filter and organize your opportunities by business name.
- Opportunity's Tags: Efficiently categorize opportunities with this new widget filter and table column.
- Contact's Address: Enhance contact management with added filtering and viewing options.
- Contact's Followers: Accessibly filter and view contacts through multiple options.
Optimize How You Work
- Widget Customization: Easily edit any widget under Contacts or Opportunities to incorporate these new enhancements.
- Enhanced Insights: Use the added fields as filters or properties to boost your data insights.
- Advanced Segmentation: Leverage Group By and View By features for a comprehensive data view and segmentation.
The Impact on Your Workflow
With these enhancements, your dashboard and reporting become even more robust:
- Deeper Insights: Benefit from enhanced filtering to tap into more detailed insights about your data.
- Improved Reporting: Tailor your reports with precision, focusing on the most relevant information for your needs.
- Tailored Experience: Align data presentation with your unique business requirements, providing a customized approach.
Stay updated with our latest product updates and explore additional tools that can help optimize your business operations.
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