Interactive dashboards included with GoldMine 9.0

Call to discuss or order! 847-382-4500

1. Activity Dashboard - by Year or by Quarter (drop down options)

• Completed Appointments - Summary (which is the dashboard)

• Completed Appointments - Details (hyperlinked details of each call)

• Completed Appointments - Summary Table (by User/Month)

• Completed Calls - Summary

• Completed Calls - Details

• Completed Calls - Summary Table

2. Activity Summary Dashboard

• Open Activity by User or Closed Activity by User

• Options include:

  • Year

  • Activity Type (Individual or All)

  • User (Individual or All)

  • Contact Filter List

  • Contact Group List

3. Case Dashboard - Tabs Available:

• By Product

• By Owner

• Overdue Cases

• On-time Resolution Rate

• Resolved Cases

4. Lead Dashboard

• Leads by Account Manager

• Leads By Owner

• New Leads by Source

• New Leads without Activities

• Forecasted Sales

• Closed Sales

5. Management Dashboard

• Forecast by Product

• Forecast by User

• Open cases by Product

6. Management Summary Dashboard

• Forecast by Product Summary / Forecast by Product Details

• Forecast by User Summary / Forecast by User Details

• Open Cases by Product

1. Forecast Dashboard - Options: Fiscal Year; User

• Pipeline - OpenSales by Fiscal Year / Users

• Open Sales by Month and Fiscal Quarters

• Closed Sales - Options: Fiscal Year; User; Success

• Open Sales by User - Options: Fiscal Year; Fiscal Quarter; User Group

• Closed Sales by User - Options: Fiscal Year; Fiscal Quarter; User Group; Success

• Open Sales by Territory - Options: Fiscal Year; Fiscal Quarter

• Closed Sales by Territory - Options: Fiscal Year; Fiscal Quarter; Success

2. Opportunity Dashboard

• Opportunities by Stages - Options: Year; Status; User

• Pipeline view - Options: Year; Status

• All Opportunities by User - Options: Year; Status

3. Sales User Dashboard

• Activities/Emails - Activities for Today

• Achievements - Sales / Quota

• Details for Quota Period - Forecast; Closed; Lost