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Report on the Deal Pipeline

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Summary
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Previous: Working with Comps

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.

  1. Click the + button to view the All Tabs Menu
  2. Click Dashboards
  1. Use the Dropdown to change which Dashboard you're viewing
    1. Business Planning Agent - This will show the user information related to their Pipeline
    2. Business Planning Team - This will show the user information related to the Team's Pipeline
    3. You can also create your own Dashboard Pages.

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