Get to Know the Sales Dashboard

Overview

Get to know the new Sales Dashboard powered with many new capabilities.

Step-by-Step Guide

1. Click Sales Dashboard.

   

   
   

2. The Sales Dashboard appears.

   
   

3. Click Create Visualizer on the Sales Dashboard. The Create New Visualizer pop-up box appears. For a step-by-step guide, read the documentation on Create a Visualizer.

   

   
   

4. Click Import Excel on the Sales Dashboard. The Import Spreadsheet pop-up box appears. For a step-by-step guide, read the documentation on Import Excel in the Sales Dashboard.

   
   
5. Click Admin on the Sales Dashboard and you will be taken to the Home page.

Discovery

It lists only those Visualizer Types that have been configured with Discovery Wizard. If a Value Collaborator has also been configured, you would be able to open the Visualizer in both UIs.

1. Click Discovery on the Sales Dashboard.

   

   
   
2. The Create Visualizer pop-up box appears. For a step-by-step guide, read the documentation on Role the of the Discovery Tool in the Sales Dashboard.

Actions

With the Actions menu items, you can do many things with the newly created visualizers.

1. Hover the mouse over the hamburger icon under the Actions column.

   

   
   

2. Click Export PowerPoint to download the Visualizer in PPT format. For a step-by-step guide, read the documentation on Export the Visualizer in PPT Format using the Sales Dashboard.

   
   

3. Click Export Excel to download the Visualizer in Excel format.

   
   

4. Click Export Word to download the Visualizer in Word format. For a step-by-step guide, read the documentation on Export the Visualizer in Word Format using the Sales Dashboard.

   
   

5. Click Share to share the Visualizer with others. For a step-by-step guide, read the documentation on Create a Share Link and Access the Shared Visualizer.

   
   

6. Click Close to close the Visualizer either as Won or Lost. For a step-by-step guide, read the documentation on Close a Visualizer using the Sales Dashboard.

   
   

7. Click Copy to create a copy of the Visualizer. For a step-by-step guide, read the documentation on Copy a Visualizer using the Sales Dashboard.

   
   

8. Click Send a Copy to share the copy of the Visualizer with a member of your organization. For a step-by-step guide, read the documentation on Send a Copy of the Visualizer using the Sales Dashboard.

   
   

9. Click Transfer Ownership to transfer the ownership of your visualizer to any member of your organization. For a step-by-step guide, read the documentation on Transfer Ownership of a Visualizer using Sales Dashboard.

   
   

10. Click Archive to archive the Visualizer. For a step-by-step guide, read the documentation on Archive Visualizers using the Sales Dashboard.

    
    

11. Click Batch Calculate to create many Visualizers at once.

    
    
12. Click Delete to delete the Visualizer. For a step-by-step guide, read the documentation on Delete a Visualizer using Sales Dashboard.

Archived Visualizer

1. Using this feature, you can bring back the visualizers that have been archived. For a step-by-step guide, read the documentation on Restore Archived Visualizers using the Sales Dashboard.

Close Visualizers

1. The Close Visualizers helps you to know the visualizers that have been closed and also gives the option to close visualizers that have already been closed. For a step-by-step guide, read the documentation on Get to Know the Close Visualizers Tab on the Sales Dashboard.

   
   

Leaderboard

It helps to get an idea about the total number of Visualizers created by each member of your organization.

1. Click the Leaderboard tab.

   

   
   
   
2. You would know the exact number of Visualizers created by each member of your organization.

Settings

1. Click the down arrow button and click Settings. For a step-by-step guide, read the documentation on Get to Know the Settings Tab on the Sales Dashboard.