Deal Card Custom Field Column in Master Report
The Deal Card Custom Field Column in the Master Report is a section that lets you show specific details about each deal. It makes your
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Sales Dashboard
Multiple Pipeline Selection from all Sales Reports
Now, you can select multiple pipelines in all sales reports, and based on your selection, you will be able to view the data of those
Expected Closing Date Filter in Master Report
A new filter has been introduced within the master report option called the ‘Expected Closing Date Filter.‘ It helps you find deals that have a
Date Range and Pipeline Consistency in Deal Chart
In deal charts, you can select the date range option from the following-Â Today, Yesterday, Last 7 days, Last 30 days, Last month, This month,
Download deal chart table data into Excel format
Update – Any table representation of data in the sales dashboard can be downloaded into an excel file. Application – Now download and share reports
Multiple Dashboard Feature
You can separate your widgets by Dashboard based on four different categories- Agency, Sales, Production, and Marketing and can also set a default dashboard. Â
