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Sage ACT! 2011 Dashboard and Report Cookbook by Roy Laudenslager, Karen Fredricks

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Modifying the closed sales to date component

If you are managing a sales team—or if you are goal-oriented, you will want to make use of the closed sales to date component. This component offers a bit more customization opportunities than the other components. You can add a specific target goal and even include breakpoint or milestones that will visually show you how close you are to achieving your goal.

Getting ready

You will find the Activities by User and Opportunities by User components on the ACT! default Dashboard. Both components are ideal candidates for targets.

How to do it...

  1. Click the Dashboard icon on the navigation bar to access the Dashboard view.
  2. Select the Dashboard you want to modify from the Dashboard drop-down list and then click ...

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