Updated Dashboard Deal Insights

dashboard-deal-insights

Today we’re releasing a new set of dashboard deal insights to give you deeper visibility into what’s going on in your Base account. The dashboard deal insights allow you to see a detailed list of team deal load, sales progress, and recent deal activity. We’re also adding¬†the following levels of visibility for managers:

  • My Deals
  • My Team’s Deals**
  • All visible Deals

**At the sales rep level, ‘My Team’s Deals’ isn’t an option.

Adding Upcoming Appointments

We’ve also added upcoming appointments to the dashboard to keep you on top of your day. The upcoming appointments can be found at the bottom right corner of the dashboard below tasks. See an example below. Enjoy!

upcoming-appointments

Subscribe to the Sell Blog

Be the first to hear about product updates, as well as sales, productivity and CRM strategies.