Want to create a whole new visual overview to present or analyze your data?
Just click on the new dashboard selector at the top left (it replaced the tabs!) and click on " Create Dashboard ". Give it a name and start filling it with your own reports!
Simply click on “Create Dashboard” in the new dashboard chooser.
To edit your dashboard, click on " Edit Dashboard " in the top right menu. You will be able to move your reports around to organize them however you like.
Easily organize your dashboard with drag and drop
To give you full control , you can also reorganize georgia cell phone number list your dashboards, delete a dashboard, move a report from one dashboard to another, duplicate reports and delete them.
Create your own reports
Want to extract new insights from your data?
This is where the magic happens!
Salesflare's new Report Builder lets you create reports on your opportunities, accounts, contacts or tasks... in an easy way .
Simply select the entity (opportunities, and the chart type. You can then select your axes directly on the chart; you can also segment your data.
Create stunning reports visually
You can narrow down the data you want to report on by using the filter panel on the right (it works the same way as everywhere else in Salesflare). Additionally, there are some handy advanced options available at the bottom of the page.