The new Dashboard in ForceManager offers a comprehensive view of your commercial activity, making it easier to track and analyze key interactions.

This Dashboard functions as an adaptable homepage where users can view and interact with key metrics and upcoming activities, thereby optimizing management and achieving business objectives.

One of the main benefits of the new homepage is real-time data, keeping you informed about your most important goals and opportunities with instantly updated information. Additionally, everything is in front of you, as the Dashboard includes an integral view that allows you to access events, opportunities, tasks, and activities on a single screen without needing to switch sections.

The Dashboard includes five key widgets that provide various functionalities and information.

With the Dashboard, you can view detailed information about your upcoming events, including the company and participants involved.

By accessing the event details, you can see each event's specifics and even join meetings with a video call link directly from the Dashboard.

From the Dashboard, you can view your sales goals and track your progress.

The widget also shows two icons with quick actions :

Navigate to the Goals page and create new goals according to daily needs.

You can quickly access activities like emails, calls, and video calls. You can also create new activities linked to specific companies and opportunities, making it easier to organize interactions with clients.

Thanks to the quick action icons , you can, with one click: go to the Activities page, create new activities, or quickly filter visible activities in the widget by management type.

Tasks are organized by date on the Dashboard, helping you view your pending tasks and update them quickly, thereby facilitating time management and meeting deadlines.

The icons on the Tasks widget offer the same options as mentioned previously.

By clicking one of these icons , you can go to the main Tasks page, create a new task, and filter visible tasks in your Dashboard widget.

The Opportunities widget on the Dashboard allows you to view all sales opportunities and filter them by status (for example, in negotiation, qualified, or lost).

The opportunity status filters allow you to view specific opportunities and manage their progress.

Customizable Tabs

Users can create up to five custom tabs on the Dashboard, making it easier to access key metrics and reports. This allows each user to tailor the Dashboard to their priorities.

Users can customize the background and brightness of the Dashboard to align it with corporate colors, creating a more cohesive experience with the company’s identity.

In summary, the new ForceManager Dashboard brings together all essential tools for managing your commercial activity in a centralized, efficient, and personalized way. Take full advantage of its features to optimize your results and simplify your daily work.

On the Dashboard, you can view a wide range of recent activities, such as check-ins, emails, and phone calls. This provides quick access to all recent interactions with your clients without needing to navigate between different sections.

Yes, the Dashboard is available on the mobile version, with the same information structure. The only difference is that opportunities are not available on mobile, but the design and information remain conceptually the same.

Yes, the Dashboard is fully customizable. Each user can add up to five custom tabs to view key metrics and reports. These tabs will remain fixed even after future updates, allowing for quick, organized access to the most relevant information.

Opportunities on the Dashboard are primarily organized by sale date. This helps to establish a clear view of the most urgent tasks and to prioritize those that need attention most quickly.

Each widget on the Dashboard (Activities, Tasks, and Opportunities) includes a dropdown menu that allows you to filter by different categories. Once a filter is selected, the widget will show how many filters are active, helping you maintain a personalized and tailored view to meet your needs.

Yes, you can customize the background and brightness of the Dashboard to match your company’s corporate colors. This creates a more cohesive experience aligned with your organization’s identity.

Yes, the Dashboard aims to enable individual organization for salespeople, but it is also a useful tool for sharing results and progress with managers, facilitating the tracking of team goals.

The Dashboard is designed to primarily show data related to your profile and activities. If you are a manager or supervisor, you can view your team members' data, but only if you add a specific tab to your Dashboard. To do this, go to the Dashboard settings, create a new tab, and configure it to display team-related metrics. Without this additional tab, the main widgets will only show your personal metrics.