CRM Dashboard
From Commence CRM-Help
The Digital Dashboard is your home page when using On Demand. This is the first screen you will see when logging onto the system. Here you will find a quick snapshot of daily activities such as email, calendar, opportunities, alerts and reports. To access this page from other modules, click on the House icon at the top left of your screen.
By clicking on Edit in the center of the blue bar at the top of the page you can control which information appears on your own personal dashboard based upon a list of available options.
Contents
Module Tabs
Module tabs run across the top of your digital dashboard and provide quick access to the On Demand modules that are available to you.
| Note: Your available choices will be determined by your System Administrator. |
To go to a module, simply click on the corresponding tab.
| Tab/Icon | Description |
|---|---|
| Home Icon | Your Home button is an icon at the far left of the module tabs that has an image of a small house. You may click on this button at any time to go to your digital dashboard. |
| Accounts | The Accounts module provides detailed information about accounts, contacts, and teams. An account is any entity with which you do business or may wish to do business. A contact is an individual associated with an account. Information includes name, address, telephone, fax, email, primary contact, etc. Teams allow multiple people to be assigned to accounts, sales opportunities, leads, or projects. |
| The Email module is a full-function email system which provides all the basic email operations such as read, reply, forward, delete, creating folders, and sending attachments. | |
| Calender | The Calendar allows the scheduling and organizing of activities for specific dates. Scheduled activities may be viewed using a Daily, Weekly, Monthly or Annual view. You may also link to other calendars in your organization so that meetings may be scheduled when attendees are available. |
| Activities | This is your personal “to do” list. Activities tend to last for a period of time and may be completed at a future, as yet undetermined time, as opposed to calendar events which are tied to a specific date. |
| Sales | The Sales module lets you to stay on top of opportunities in the pipeline, and manage the sales process from the earliest prospect stage to closure, and everything in-between. |
| Leads | A lead is a potential sale, or source of a potential sale. In the Leads module leads may be entered, tracked and managed. Leads are converted to accounts once they meet the criteria, interest or activity you or your company determine appropriate. |
| Marketing | Keep track of marketing campaigns, promotions and events and evaluate the performance of these programs in the Marketing module. |
| Support | Use the Support module to track and manage customer support issues (“tickets”). Maintain a product FAQ and database. Visual graphs representing support issues and status may be generated. |
| Documents | A library of documents may be maintained such as product brochures, price list, press releases, product specifications or fact sheets. Documents may be organized by folders and sent electronically via e-mail to prospects and customers. |
| Analytics | The Analytics module allows you to analyze your business through the graphical representation of data. Various graphs for sales, marketing and customer support may be generated. |
| Accounting | The Accounting module provides a location to log and manage invoice, payment, expense and purchase order information. |
Search Function
The Digital Dashboard, and all other On Demand modules, include a comprehensive search function. When a module lists multiple entries (such as multiple accounts) you may enter one or more words into the search field and then press the Search button to limit the list to records to those that match the search criteria.
When used on the digital dashboard, the Search function will take you directly to the Accounts module, which will display the accounts that match your search criteria. The search criteria may be any information within the account, including partially spelled names, city, phone number.
Edit/Help
These small buttons are located just to the right of the Search function.
- Edit: Allows you to add or remove selected digital dashboard features.
- Help (Question Mark): Provides quick access to the On Demand online Help.
Home Section
On the left side of the dashboard just above the Quick Links section is an area labeled Home. The Home section allows you to quickly accomplish specific tasks within each module. This list of shortcuts will change depending on which module you are using.
Quick Links Section
The Quick Links options remain the same regardless of the On Demand module currently in use.
| Link | Description |
|---|---|
| Help | Direct access to the On Demand Help. |
| Administration | This option will appear only if you have administrative privileges. (See Commence OnDemand Admin Guide for more information.) |
| Preferences | Use this option to record your personal information and to change your password. |
| Reports | Generate reports based upon information in the On Demand database. |
| World Clock | Display the current time for various locations around the world. |
| Calculator | A useful calculator pops up on screen. |
| Logout | Discontinue use of On Demand, disconnect from server. |
Summaries At-A-Glance
Most of the Digital Dashboard screen is reserved for displaying summaries (portlets) of key information from each available On-Demand module. These summaries allow you to view important information without having to visit multiple modules individually.
You may decide which summaries appear on your own Digital Dashboard by clicking on “Edit” and moving available portlets between the “Available” and “Show” lists. Those listed under “Show these portlets” will appear on your Digital Dashboard screen. The system will optimize the cleanest possible look in the order you established.
Step-by-Step
- Move an “Available” portlet to the “Show” list by highlighting the portlet name and clicking on the “Add” button.
- Remove a portlet from the “Show” list by highlighting the name and clicking on the “Remove” button.
- Rearrange the order of appearance of portlets on the “Show” list by highlighting the summary name and clicking on the “Up” or “Down” button. Click “Save” when done.