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FUNCTIONALITY
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- Dashboard
Data Source
Marketplace Data Source: Filter by Data Source to find assets specific to your system
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Industries
Marketplace Industries: Filter by Industries to find assets specific to your system
Showcase Industries: Filter by Industries to find assets specific to your system
industries
Marketplace Industries: Filter by your industry to find assets created for your specific needs
Showcase Industries: Filter by your industry to find assets created for your specific needs
247 - 252 of 868 Results
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Reports
CRM User Activity Report
Customer relationship management (CRM) They are often used by sales managers and CRM administrators to determine how frequently each user updates different areas of the CRM system.
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Reports
Customer Aging by Sales Person
AR Aging reports by sales person are considered sales analysis tools and are often used by sales executives and accountants to analyze customer payments (or lack thereof) by sales person.
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Reports
Customer List and Count by Industry
It simplifies analysis by combining charts with metrics. The top of the report shows customer count by industry both as figures and as a ranked chart.
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Reports
Customer360 Report
It combines data from the company's systems that hold customer information. These typically include sales and receivables data from the ERP system, pipeline data from CRM and support data from the helpdesk system.
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Reports
Deferred Subscription Revenue
Tracks deferred subscription revenue balances by customer and product for the current year and three years forward. Essential for SaaS revenue recognition and ASC 606 compliance.
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Planning
Department Forecast
One key functionality form allows users to view actual historical amounts through the current month and input forecast amounts for the rest of the year.
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