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GoldMine Dashboards offer benefits for both management and end-users.
GoldMine Dashboards function real-time with interactive drill-down access to data in GoldMine, as well as external MS SQL data which may be stored in another system such as an accounting application.
Dashboards provide the ability to view your data graphically (in a chart) along with the means to drill down (click) into elements of the chart in order to view that actual data in a grid/table view. One can dig further with “links” in the table that will launch the actual contact record/area the data in the grid is based on. For example, you could go from a graph of your sales pipeline to a list of the deals and then to the actual forecasted sale in the pending tab on a specific GoldMine record.
GoldMine supplies approximately 10 pre-designed dashboards consisting of numerous sub-reports. Because a dashboard consists of many “parts,” an individual dashboard can present many alternative ways to view information. Data “binding” creates a dynamic result where the information in a report updates as you drive from one selection (click) to another within the report. Dashboards can contain a drop down filter within them so one can control parameters the reader wishes to select, such as a date range or territory.
Contact First Direct Corp. to discuss your GoldMine Dashboard needs and to get assistance with designing dashboards for your own GoldMine CRM System.
First Direct Corp. has over 30+ years of experience using, selling and supporting QuoteWerks software.
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