QAD Customer Relationship Management > CRM Overview Demo Guide > Demonstration – Marketing Automation > How QAD supports fact-based decisions
  

How QAD supports fact-based decisions
Dashboard
Visual Dashboards provide accurate, timely analysis of sales activity – focusing sales management attention on top opportunities and critical activities – and monitoring performance to plan.
Flexible formatting and personalized dashboards allow you to customize this display to meet the needs of each of your managers. In this example, key performance indicators are performance to forecast, order activity, recent sales activity and the Top 5. Others might want to review campaign performance or actual to budget.
Four separate views can be set up on each dashboard and you can set up any number of dashboards.
Demo
1. In menu, select Dashboard
2. Enter Dashboard Name Sales Analysis
3. Enter Dashboard Name Opportunities
Key Points
Timely, accurate analysis
Focus management attention
Monitor performance to plan
Four views
Any number of Dashboards