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TopLine Dash Personal
TopLine Dash Personal centralizes key information about your own sales activities in one view, giving you insight into your own performance - at your fingertips. Prioritize sales effort. Assess sales performance. Predict sales results.
Compatible With: Sage ACT!, Versions
Created by:

Price per user: $79.00


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TopLine Dash Personal:
TopLine Dash Personal allows you to view and analyze your own performance of key performance indicators (KPIs), activities, histories, products, notes and opportunities.

TopLine Dash centralizes all key sales information in one view. Manage Sage ACT! interactively, analyze sales activities and results from a single customizable view and share powerful reports..

TopLine Dash centralizes all key sales information in one view. Manage Sage ACT! interactively, analyze sales activities and results from a single customizable view and share powerful reports.

Benefits:
Prioritize sales activities. 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 — Reschedule multiple activities or opportunities at once. Edit contact records and histories.
  • Communicate faster by emailing one or more 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 or product or query graphs (including sum and average).
  • Monitor and quantify your individual 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 products using targeted groups such as customers or prospects.
  • View Sage ACT! calendars inside the dashboard.
  • Choose from many powerful dashboard templates and easily customize your own dashboards using our Dashboard Wizard. Drag and drop dashboard panels and fields.
Report instantly
  • Share your dashboard as a report in PDF format.
  • Export any list to MS Excel.

Interactive reporting. Simple to use. Immediate impact.

Features:

  • 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. 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 dynamic or ad-hoc group 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 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.
  • 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, your average sales and total sales and more.
  • What’s New Report: View the last synchronization, new contacts, histories, notes, opportunities and activities for each user.
  • Export to Excel: Export your own activities, notes, histories, opportunities, contacts and KPI statistics to MS Excel format.

    TopLine Results Corporation has provided Customer Relationship Management (CRM) expertise since April 1999. The company specializes in Sage ACT!, Sage SalesLogix and Sage CRM. TopLine is an active business partner with Sage Software and has been recognized as a Business Partner of the Year, a Sage Chairman's Club member and a President’s Club member for eight consecutive years.

    Features

  • Maximize sales effectiveness by centralizing all key activities, opportunities and contacts in one view. TopLine Dash Personal version allows the user to view his or her own data only
  • Monitor your personal sales effort
  • Customize your dashboard for a quick look at real-time data.
  • Compare and analyze graphical summaries and detailed lists of activities, histories, opportunities and products simultaneously
  • Manage Sage ACT! inside the dashboard using the interactive update features

Industries: Non-Industry Specific

Business Needs: Contact Management, Budgeting, Property Management, Time Management