Solve360 Discussion Forums

lost in the dashboard

Feb 23, 2010 06:38pm PrintGiant New Member 2 posts	I have some questions about the dashboard. In the “actions logged for” section, is there any way to exclude certain actions or refine the information available? For example, I may not care what client was ‘viewed’ by who, so I would want to exclude those entries. How do I exclude unwanted actions from cluttering up the “actions logged for” list? All the different sections of the dashboard are great! I like being able to go see what needs to be done next by whom, what happened during the day, the current opportunities being worked on and so on. All that stuff is great. But is there a way to just have a quick overview of everything without clicking through section after section? Some other CRM software (not sure what protocol is with dropping names) we have tested had an overview page as the dashboard. So in one page I could see what is coming up that needs to be done, what has been done already, a summery of the current opportunities and so on. All on one page. I found that convenient and loved being able to get a sense of what is going on in my company without having to click through multiple pages to find each piece of information individually. Is there something like that available in Solve360 that I just can’t find? -Lou

Feb 24, 2010 03:56am adrian@vm Lyncean 354 posts	Hi Lou, you bring up a good issue, and I think it’s one worth debating and discussing - here are my thoughts: there is a “recent activity” filter which would give you what has happened lately but in terms of a global dashboard view there is not. the philosophy is (i believe) to keep things project and contact oriented. this means your team is focused on fulfilling the workflow of your business. a lot of CRMs offer dashboards, but I personally find this to be only somewhat useful - a dashboard gives me a global view of my company, but it doesn’t group all the necessary elements of a particular client or project. dashboard gives me more time to dabble and “analyze” several aspects of my business without actually doing anything. instead, S360’s activities dashboard gives you: “next actions assigned for” to see what’s happening today, tomorrow etc. “opportunities managed by” to see who’s maintaining what clients and at what stage are they in the sales cycle. “recent activity” and “activity changes for” to review anything. think instead of the whiteboard for each “client” and “project blog” as a micro dashboard giving you a global view specific to that particular workflow. for me, this is more important than the global - “oh jeez, why haven’t we sent that pdf!? I can see that we logged a call about it 3 days ago!” etc. instead of “foldering” - that is putting everything in one place, S360 is primarily about retrieving and displaying data depending on what you’re trying to do. let me know what you think, adrian