Topline Dash-Reports

• Centralize and organize all key activities, opportunities, histories, notes, custom tables, companies and contacts in one view.
• Manage your database -Navigate easily from TopLine Dash directly into Act! to make edits.
• Easily organize your dashboards in new folder structure. Arrange by favorites, teams, business functions and more.

Analyze interactively

• Compare, analyze and drill down on activities, histories, opportunities, custom tables, products and queries or graphs. Integrated with TopLine Designer for custom tables.
• Monitor and quantify sales performance with key performance indicator (KPI) statistic. Calculate sum and average.
• Easily create multiple-table queries with SQL statement auto generation.
• Build exception reports and identify neglected accounts.
• Set targets for activity and opportunity levels to identify gaps and adjust sales plans.
• Choose from many templates and easily customize your own dashboards using our Dashboard Wizard. Drag and drop panels and fields. Choose y our color palette.

Report instantly

• Improved PDF printing with crisper output and header/footer content.
• Share your dashboard as a report in PDF format.
• Export any list to Microsoft Excel
• Automate your dashboard reporting with TopLine Dash Alerts. Refer to TopLine Dash Alerts datasheet for additional information.