Ideas for SalesPad Desktop

Make some "Canned" Dashboards we can use!

SalesPad prides itself on saving time.  :)  How about building some canned dashboards that we could use, using perhaps some SQL views that you already have that show commonly requested/needed KPI's for businesses?  This would also give those of us that are getting used to the new Dashboarding functionality a starting place to use as a template.  It would also increase your own value proposition as with the dashboarding tools, you can really see some pretty powerful business insights directly inside of SalesPad, no need for a separate BI tool for many businesses. 

  • Elizabeth Whiting
  • Oct 9 2015
  • Already exists
  • Attach files
  • Brad Smith commented
    April 24, 2017 16:18
  • Pamela Hall commented
    June 29, 2017 17:43

    I, too, would like to see a "canned" dashboard. Not just a link to documentation on how to create one.

  • Admin
    Jacob Pegg commented
    June 29, 2017 17:49

    Pamela,

    You can reach out to support and they have a package of canned dashboards that they can provide to you.

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