InformationSmart Dash for ACT!
Smart Dash exploits the power of Google Maps and Charts so you can take a deep dive into ACT! or any other external database and analyse the data in one central location. Now you can harness true Business Intelligence.
Smart dash uses SQL (Structured Query Language) to create visually rich charts & maps, providing users with unlimited potential to customise queries. Users can report on just about anything in ACT! including Contacts, Groups, Companies, Activities and Opportunities, and any external database that is ODBC or OLEDB compatible, for example Microsoft Access and MYOB. Smart Dash can also be mixed-and-matched with ACT!’s default dashboard, making it one of the most versatile reporting addons for ACT!.
What Smart Dash adds to the default ACT! Dashboard:
- Access and analyse data on Groups and Companies. For example, view all the activities for a particular group and group companies by industry or size
- Access external databases including other CRM programs, Excel Spreadsheets and Accounting Software
- Output data using Area Charts, useful for analysing KPI’s and sales trends for different ACT! users or teams over time
- Integration with Google Maps, which can enable you to view a map of all the clients you have to visit today, or see how your customers are segmented geographically
- Ability to create highly customized queries using SQL
Smart Dash comes pre-configured to product with Contacts list, Contacts by ID/Status, Contacts by Country and Open Opportunities by Probability dashboards so you can get analysing straight away!
Videos
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Introducing the Smart Dash addon for Sage ACT! |
Screenshots
Required skills set
In order to use SmartDash it is expected that you are familiar with SQL queries and setting up connection strings, the Dashboard control comes with samples which can be modified or used to build new queries if required. A free, easy to follow tutorial and additional resources can be found at www.w3schools.com.