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When logged in, create a 'home' page that consists of widgets you can move around and customize. Some data fields that would be nice to have:
current opportunities or leads,
expected revenue,
last months revenue
tasks or activities that are due today
anything with a date field within a specified time-frame(we have customer anniversaries stored and it would be nice to know a few days before so I can send an email with a promo).
Example: Garmin Dashboard
Piperive Insights, I would love to see more than just financial data though
The text was updated successfully, but these errors were encountered:
Scope & Context
When logged in, create a 'home' page that consists of widgets you can move around and customize. Some data fields that would be nice to have:
Example:
Garmin Dashboard
Piperive Insights, I would love to see more than just financial data though
The text was updated successfully, but these errors were encountered: