: : Monitoring Customer Impact

Viewing the Sales Dashboard

  1. From a customer/prospect record sheet, click on the Sales dashboard tab. The customer/prospect sales information (address, contact, events, business object) is displayed.
  2. Double click on the lines that you want to see the details.

Viewing the Customer Accounting Dashboard

From a customer/prospect record sheet, go to Edit > Dashboard > select one of the following options:

These functions are not related to the prospects.

Monitoring the Activity Schedule Linked to the Customer

  1. From a customer record sheet, go to Edit > Linked accounting vouchers > Graphic schedule.
  2. Select the schedule you want to view:

Viewing the Customer Profitability Chart

  1. From a customer record sheet, go to Edit > Charts. Several charts are available:
  2. To get chart's details, select the chart that you want with the cursor.
  3. To make a screen shot of the cart, right click on it and select Save. A PNG image is available.