The Dashboard view will be the first screen you will see upon logging into GleanView.
This view shows a snapshot of your Agenda for the day, Account Based KPI graph, Pipeline Snapshots, as well as a decent look at your last few campaign performances.
Keep in mind, Dashboard Data and Statistics shown will differ based on user role.
Track your daily Tasks and Events, mark Events completed, and keep all of your daily to-do’s in order.
View charts showing visitors to your website, your Accounts, Opportunities, and Sales. View anywhere from 3 months to 12 months to keep information handy at all times.
Track all new Accounts and Opportunities assigned to you as a User. If you are Administrator, view all of the most current Accounts and Opportunities with this widget.
Check the status of all Opportunities in one place. Here, you can compare and export reports on Total Sales Potential versus Expected Sales Potential, which is a calculation based on the sums of sales closing probability by Opportunity Stage.
Track your campaigns stats right from the dashboard. Get a view of each campaigns open and click rate and find out how well your marketing campaigns are reaching your clients.
With an Administrator view you will have access to view Analytics right from your dashboard. Find out your Sales Pipeline or View sales statistics as soon as you log in.
Prioritize your Tasks and Events and get an overview of your Accounts. Being able to plan your follow-up’s and track your Accounts at all times.