This post is part of the series SalesPage Financial Version 5.1:
- How to Get a Better SalesPage Financial Dashboard
- Analytics: It’s Easy to Simplify Complex Data with Pivot Tables
- SalesPage Reports: Better Than Ever
- Visit More Customers, Drive Fewer Miles with SalesPage Trip Planning
- Email Tracking in SalesPage Gets Even Better
The dashboard is often the first thing you see when you log into your SalesPage Financial application. It provides an at-a-glance view of critical information—key indicators, action items, top performers—whatever’s most important to the work you do.
In the just-released SalesPage Financial Enterprise Version 5.1, you have even more control over tuning your dashboard so that it helps you focus on what matters most. As a wholesaler or other user, you can now create your own dashboards, using a simple drag-and-drop interface to add the widgets you want.
You can create as many dashboards as you like, so you could even try out different setups to see what works best for you. We’ve also added some options to make fine-tuning the available key indicators, charts and tables even easier; and new key indicators can help system administrators see how SalesPage Financial is being used. These are some very exciting changes that let you drive how you want SalesPage Financial (and SalesPage DataCenter, too) to work for you.
SalesPage Financial Version 5.1 Dashboards empower you to get the most from your data. This new release includes lots of other new features and enhancements, too. Click
here to request Release Notes for the new version.
Visit our solutions page to read more about our features and products.