Key Dashboard Panels:
Next Steps Alerts – Flag items needing your attention, like stale Opportunities or accounts with incorrect categories.
Sales Funnel – See where your pending dollars sit across the sales cycle.
Sales Analysis – Track your financials by Business Unit, including budget, forecast, and year-over-year trends.
Recent Exports – Quickly re-run your most recent reports with saved settings.
Activity List – Stay on top of what’s next and log new activities.
Top 10 Accounts – See your biggest movers across categories like billing, pending, and attrition.
Each panel respects your selected date range, and saved filters let you quickly pivot between views.
Here’s how to get the most out of the Seller Dashboard - General Info:
