e-manage Dashboard Window

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Jan 30, 2024
2 min read

In the e-manage|ONE Desktop Application, Dashboards serve as a powerful tool for visualizing and interacting with your sales data. This section will introduce you to the Dashboards area, highlighting its capabilities and how it can be utilized to gain insights into your sales performance. The Dashboards in e-manage|ONE are not just static displays; they are interactive and dynamic, offering a deeper dive into your data with just a few clicks. Whether you're tracking sales goals, monitoring opportunities, or analyzing team performance, the Dashboards provide a comprehensive and intuitive view of your key metrics.

Accessing and Using Dashboards:

  1. Opening Dashboards: To access the Dashboards, click on 'View' in the Top Toolbar of the e-manage|ONE Desktop Application. From the dropdown menu, select 'Dashboard Viewer'. This action will lead you to the central hub of your sales data visualization.

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  2. Interactive Features: One of the standout features of the Dashboards is their interactivity. For instance, in the Opportunities Dashboard, you can select a specific salesperson. Upon making this selection, the Dashboard will automatically update to display data and metrics specific to that salesperson. This interactive functionality allows for a tailored and detailed analysis of various aspects of your sales data.

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  3. Drill-Down Capabilities: The ability to drill down into your data is a key advantage of using the Dashboards. By clicking on certain elements within a Dashboard, you can uncover more detailed information. This drill-down feature is particularly useful for exploring underlying data points and gaining a deeper understanding of your sales figures and trends.

  4. Customization and Flexibility: The Dashboards are designed to cater to a wide range of user needs and preferences. Whether you're looking for a high-level overview or detailed insights into specific metrics, the Dashboards can be navigated and utilized to suit your specific reporting requirements.

By familiarizing yourself with the Dashboards in e-manage|ONE, you can effectively leverage this feature to enhance your understanding of your sales environment. The interactive and customizable nature of the Dashboards makes them an invaluable tool for any sales professional looking to stay informed and ahead in their sales strategy.