Smart Dash In-Built Reports

Users list: See a list of all the current ACT! users and their contact details

Contacts by ID/Status: View a pie chart of your contacts grouped by ID/Status - use the in-built parameters to select which ID/Status' you wish to include

Contacts created this month: See a list of all contacts that have been created in the current month including the Create Date and Record Manager

History for this month: View a complete list of History entries for the current month

History Summary: View a summary of all the History types by Record Manager - user the in-built parmeters to select which Record Managers and set the start and end date for the report

My Meetings for Today (List): See a list of all your Meetings for the day - use the in-built parameters to filter the results based on the "Scheduled For" Record

Number of Calls made to Contacts by ID/Status: A bar chart counting the number of phone calls made to contacts, separated by ID/Status - use the in-built parameters to filter the results by Record Manager and date range

Total Value of Won Opportunities Per Year: See a bar chart of the total value of Opportunities with a Closed-Won status per year

Accumulated Value of Won Opportunities by Month by Year: See the accumulated value of Opportunities with a Closed-Won status for each month over a number of years

Number of Opportunities Created to Date: An area chart displaying the total number of Opportunities created each year to date

Contacts Distribution by Country: A Google Map displaying how your contacts are distributed geographically

Won Opportunities by Record Manager: A bar chart displaying the total number of Opportunities with a Closed-Won status for each month of the current year - use the in-built parameters to filter the report by Record Manager

Number of Won vs. Lost Opportunities by Record Manager: A bar chart displaying the total number of Closed-Won vs. Closed-Lost Opportunities for each Record Manager - use the in-built parameters to select which Record Managers to include and the date range for the report

Value of Won vs. Lost Opportunities by Record Manager: A bar chart displaying the total value of Closed-Won vs. Closed-Lost Opportunities for each Record Manager - use the in-built parameters to filter by Record Manager and date range

Quantity of Products Sold by Product Name: A pie chart displaying the number of products sold - use the in-built parameters to choose which products to include in the report

Value of Products Sold by Product Name: A pie chart displaying the number of products sold - use the in-built parameters to choose which products to include in the report

Products Report: A table showing a list of all products, their total price and the quantity included in your Opportunities - use the in-built parameters to filter the results by Opportunity Record Manager, Stage and Status

Contacts by Status and Geographical Distribution: View a list of all your contacts by status and geographical location - use the in-built parameters to filter by Country and ID/Status

Database History Summary: A pie chart displaying all of the history entries by type for the selected Record Managers - use the in-built parameters to filter by Record Manager and History Type

Open Activities by User: View a bar chart of all the open activities by user, not this does not include recurring activities

Activities for the last 30 days: View a list of all the activities for all users created in the past 30 days

Activities for the last 30 days by Activity Type: A bar chart displaying all the activities for all users created in the past 30 days, separated by activity type