The SET Dashboard is the homepage for all of your users, providing a high level overview of sales performance for both managers and salespeople. It can be customised to suit your priorities, widgets can be removed upon request and widgets can be filtered to focus on the data you want to see.
What you can do on the Dashboard?
- Drag and drop widgets
- Keep an eye on due activities
- Monitor GDPR compliance
- Monitor lead qualification
- Survey pipeline health and stage values at a glance
- Follow sales target progress, for you and your team
- Stay informed with pertinent notices
- Monitor the social media of your leads/customers
- Review financial projections
- Monitor overall opportunity health
- Search the system for contacts, organisations and opportunities
More info for each of these points can be found on our Dashboard Widgets article.