CRM Business Notes 4 - the Deal dashboard


The Dashboard-Feature for deals displays all information regarding deal documents. If you came from the Customer Main Page the deals are filtered for that customer. If you start this function from the Contact list all of your documents for all custome are displayed. 


The complete list of all events (filtered or unfiltered by customers) appears in the frame on the left side of the window.


Function of the deal detailed info:


The right part of the view displays further deal information in three sections : 

  • Summary - an aggregated information of all deals
  • Graphics - the graphical trends between the value of proposals (red line) and the corresponding values of contracts (blue line). The difference between both indicates the efficiency of proposals.
  • Details - detailed information about the currently selected deal