Activity Dashboard
We live in a data-driven age, but too much data can be overwhelming. The Activity Dashboard in FT CRM puts just the right amount of information at your fingertips.
Dashboards are a collection of information that give you an overview of the stuff you care about most, and the FT Activity Dashboard is no different! It provides a central location for users to access, interact with, and analyse up-to-date data. Meaning that we can make smarter decisions. And like any good dashboard, this one enables you to monitor and measure performance and metrics in real-time.
🌆 Get the Big Picture
It's easy to lose track of all the finer details when you have a lot of Activities firing at the same time. Using the Activity Dashboard you will know exactly what's going on at all times. Having all the information in one place gives you the kind of visibility you need.
Check off your to-do list and move projects forward by having the right tools and information in one place.
Check out our how-to guide to using the Activity Dashboard:
⌛ Never miss a deadline
No there's no excuse to miss an important deadline with the sophisticated calendar overview.
Using the Dashboard Overview feature, you can stay in control of what, when and how you send information to your customers. Set your preferred time period and check the Projects and Activities in use. Even see the status of the Activity and the performance summary.
📊 Analyse the numbers
The Activity Dashboard enables you to monitor and measure performance and metrics in real-time to help plan your next move.
Check the performance summary of each Activity to give you a great overview of your data. You can see what works and what doesn't. See exactly how your last email performed: who it went to, how many received it and how many deposits!