Numerik's Customer Dashboards is a one stop feature to instantly access all the vital information you need right before a customer call or meeting and its Quick Insights is excellent for grabbing all the latest information about a customer.
Each of these subsections is not just for viewing; they are interactive.
Revenue This Month: Track the revenue generated this month to gauge current performance. Clicking on revenue amount takes you to customer scorecard.
Latest Sale: When did the customer last purchase? And what did they purchase? Click through to view.
Pending Sales: These are the sales that have been ordered, but not yet invoiced. Handy to know what your customer has on order, before visiting them.
Last Forecast: How long ago was the forecast updated? Does it need to be updated again? Click through to update.
Opportunities in Progress: Does the customer have any open opportunities? Click through to see what they are, and whether they should be followed up on!
Last Activity: Understand the latest interactions with the customer. Be it latest posts entered or a task or an opportunity. Any latest interaction is visible upon clicking this tab.
To read about more features in Customer Dashboards, click on this link Customer Dashboards.