Visually track, analyse and display key performance indicators (KPI) and metrics for you, your teams and your business at a glance.
Dashboards are configured to your organisation’s requirements. Typically, they chart performance metrics, i.e. activity rates, coverage, frequency, future booked events, etc, but can be expanded to include sales data and other items as required.
Dashboards may launch automatically as soon as you login to actisCRM
OR
Click Analysis on the main menu and select Dashboards from the list.
The dashboard is a series of charts and gauges which may display on one screen or have been divided into sections, perhaps by product or by sales team.
Navigate between the dashboard sections using the links on the left. The open dashboard is shown in red
Change the data displayed on the selected chart(s) using the Edit links
Change the view of the selected chart(s) using the Display links
The dashboards have been designed to have a consistent look and feel, and items are represented in the same colour throughout, e.g. average lines might be represented in blue, and that will be the case on every chart and every gauge.
- To zoom in or zoom out of the chart, click on a blank area of the graph and scroll the mouse wheel.
- To move around the zoomed in chart, click and drag on a blank area of the graph.
- Hover over each data element to see the actual value
Each dashboard display can be changed in the same way using the icons above the chart:
or 
- Information ‚Äì indicates what the chart represents and indicates the chart’s criteria
Expand chart – enlarge the chart to fill the screen which offers further display options - Select chart – tick the checkbox to apply criteria to the chart. Untick the checkbox to exclude the chart from criteria settings
- Chart display options:
or 
- Reset KPI – return chart to default settings
- Reset Zoom – return chart to default view
- Toggle Legend – displays an explanation of what the parts of the chart represent. Click on the legend to add or remove items from the chart, e.g. in a call rate chart you may wish to view a total for just calls, just meetings or both.
- Toggle x-axis – the variable labels that denotes each column (dates, names, products, etc)
- Export chart – download as a png file to use in other documents
- Edit criteria – select different criteria for the chart, i.e. change the date range, team, geography area, product, sales value/volume, etc. The criteria options change depending on what the chart represents
The expanded chart allows more functionality
or
- Reset KPI – return chart to default settings
- Reset Zoom – return chart to default view
- Previous Period – moves the display back one period i.e. if the chart is configured to display data for a 3-month KPI period, then moving back one period will change the data to the previous three months
- Next Period – moved the display forward one period, i.e. if the chart is configured to display data for a 3-month KPI period, then moving forward one period will change the data to the next three months
- Toggle Legend – displays an explanation of what the parts of the chart represent. Click on the legend to add or remove items from the chart, e.g. in a call rate chart you may wish to view a total for just calls, just meetings or both.
- Toggle x-axis – the variable labels that denotes each column (dates, names, products, etc)
- Show Data – view chart as data, and export to Excel
- 100% Stacked – change display to show data as 100%
- Export chart – download as a png file to use in other documents
- Edit criteria – select different criteria for the chart, i.e. change the date range, team, geography area, product, sales value/volume, etc. The criteria options change depending on what the chart represents
- Collapse – return to the main dashboard screen