Sage Sales Management

A dashboard brings your sales information together in one view. Charts and indicators help you review performance and follow changes in sales activity.

Use dashboards to spot trends and decide with up-to-date information.

Open <b>Dashboards</b> in the web app to review your sales information.

Each dashboard includes charts and indicators. Explore the interactive charts to understand your results and track the indicators that matter to your team.

View key sales indicators and explore your data through interactive charts.

Getting started with Dashboards

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Getting started with Dashboards

What is a dashboard?

Explore the Dashboards module

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