Dashboards
Analyse key metrics at a glance.
With the Dashboards module of Actis CRM, you can visually track, analyse and display key performance indicators (KPI) and metrics for you, your teams and your business at a glance.
About Dashboards
Dashboards are configured to your organisation’s requirements, which may be different for each team/project. Typically, they chart performance metrics such as activity, rates, coverage, frequency and future booked events, etc., but can be expanded to include sales data and/or other data from external sources as required.
Benefits to Dashboards
Why choose this module?
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Customised
Configure dashboards to your requirements.
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Secure
Control and restrict the viewing of specific data.
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Cost-effective
Save time and money on reporting tools.
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Sophisticated
Display complex data in a clear and simple way.
How does it work?
Dashboards are tailored to your needs.
Although dashboards are configured to present a default view, criteria can be changed to all or selected charts if different views are required.
Dashboards are available at different levels within the organisation, so a KAM would only see dashboards specific to their own performance, whilst a manager would see team data. This extends up through the Actis CRM user hierarchy to national and international levels, if required.
Experience world-class CRM software
Whether you still have questions, or you’re ready to try Actis CRM, we’re here to help.
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Frequently asked questions
Discover the answers to frequently asked questions about Actis CRM, our market-leading pharmaceutical CRM system. Contact us if your query isn’t answered here.
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Enquire today
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