Page 11 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

LESSON 2: TRACK FIRM PROGRESS

Learning Objectives

Track firm progress
• Access public dashboards
• Duplicate a widget
• Track sales goals
• Customize opportunity widgets

Introduction
Business Developers use dashboards and widgets that reflect work for their personal
goals, but also for team and firmwide progress.

The following activities highlight use cases that a business developer will commonly
encounter.

Access Public Dashboards
Administrators create default dashboards for use by employees in the firm with
standard, helpful widgets pre-loaded. These can be used as a template where the user
can configure and customize to their liking.

Activity 2.1 – How can I get my homepage to have the Firmwide
Public Dashboard?

Activity Steps on Web App
1. From the home page, open the Dashboard dropdown menu at the top-left of
the shown dashboard
2. Find the shared dashboard for the firm
a. named Firmwide Public Dashboard
b. tagged with name of the creator of dashboard in parentheses
3. Click into another module, let’s choose the Companies module
4. Click the Home icon to go back to the dashboard

NOTE: The last used dashboard will stay set unless manually changed. After moving to
other modules, or logging out, you will always see the last used dashboard upon
returning to the Home page.

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Lesson 2: Track Firm Progress