The Business overview, and what's behind a number

Reports, Dashboards opens on the Business overview: your goals, sales this month against the month before, the open pipeline and what is likely to close this month, deals won and lost, cases waiting on you and how long a case takes to close, calls by how they ended, what your campaigns reached, and each person's tasks and calls.

Everyone sees the numbers their own role reaches. If your role reaches only your own deals, the numbers are yours.

See what's behind a number

Press a number, a row of a table or a bar. The records it counts open under it, newest first, each a link to its page. If your role reaches only some of them, the list says so.

Change it, or put it back

Whoever may change the team's dashboards can add, move or take off its cards. Put it back as it was made restores its cards and reports and changes nothing else.

Download a report

On a report's page, choose Download CSV, Excel or PDF. When a report is emailed on a schedule, With the email chooses whether it carries the report as a PDF or an Excel file.