Sage ACT! 2011 Dashboard and Report Cookbook
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About This Book
- Immediately access and fully understand the out-of-the-box ACT! reports and dashboards
- Get to grips with filtering dashboard information
- Customize existing reports and dashboards to make permanent changes
- Create brand-new reports using the ACT! Report Writer
Who This Book Is For
If you are an ACT! end user who wants to learn about the existing reports and dashboards available in ACT! 2009, 2010, and 2011, then this book is for you. If you are an ACT! administrator who wants to make changes to ACT!'s dashboard and reporting features or a sales manager who needs to measure the effectiveness of his sales force, you will also find this book helpful. New CRM users will learn how to measure the success of their database. Prior knowledge of ACT! is not essential; however, you'll find it helpful to have good working knowledge of how to add data to ACT!, or to work with an ACT! database that has already been populated with data.