Best Practices - Dashboard

What

This article highlights five essential best practices for using the ShareBuilder CRM dashboard. These tips are designed to help you leverage the dashboard’s features for real-time insights, pipeline management, billing accuracy, and team performance tracking.

Why

The dashboard is your command center. When used effectively, it empowers you to:

• Monitor activity and revenue trends

• Identify discrepancies before they affect reports

• Dive into granular data without running separate reports

• Drive informed decision-making

How