In order to view summary information about the deals we are working, Apto has created some stock Reports and Dashboards. These can be further modified, but let's take a look at the existing ones here.
On your Home Screen, you can see 3 Dashboards that display certain information. See below.:
You can also navigate to the Dashboards tab to see more.
- Click the + button to view the All Tabs Menu
- Click Dashboards
- Use the Dropdown to change which Dashboard you're viewing
- Business Planning Agent - This will show the user information related to their Pipeline
- Business Planning Team - This will show the user information related to the Team’s Pipeline
- You can also create your own Dashboard Pages.