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Understanding the Home Screen and Customer Dashboards

SugarCRM
6.4K subscribers
8 views 4 months ago
In this first session of the series, we will be taking a deep dive into the home screen, and customer dashboards. This session will provide you with an understanding of how you can access targets, view sales comparisons and quickly run personalized customer sales reports ready to present at your external meetings, during this session we will cover. ● An overview of your home screen, including accessing sales comparisons and targets. ● The different ways we can locate Customer Dashboards. ● How you can utilise the information in a customer dashboard. ● Customising and Generating customer sales reports (Snapshots) Ready to present to your clients. ...more
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Understanding the Home Screen and Customer Dashboards
0Likes
8Views
Feb 72025
In this first session of the series, we will be taking a deep dive into the home screen, and customer dashboards. This session will provide you with an understanding of how you can access targets, view sales comparisons and quickly run personalized customer sales reports ready to present at your external meetings, during this session we will cover. ● An overview of your home screen, including accessing sales comparisons and targets. ● The different ways we can locate Customer Dashboards. ● How you can utilise the information in a customer dashboard. ● Customising and Generating customer sales reports (Snapshots) Ready to present to your clients.

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SugarCRM

6.4K subscribers