How to Get a Better SalesPage Financial Dashboard

Customize the Dashboard

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
to request Release Notes for the new version.

Visit our solutions page to read more about our features and products.

Product Name Changes, November 2016

  • The product formerly known as SalesPage DataCenter is now SalesPage Enterprise. With its data and entity management and allocation tools, Enterprise is the basis for all SalesPage solutions. Think of it as all the good SalesPage stuff except for CRM, making it perfect for use with other CRM tools like Salesforce.
  • The product formerly known as SalesPage Financial is now SalesPage Enterprise+. With Enterprise+, you get all the goodness of SalesPage Enterprise plus our long-standing CRM tools tailored for the asset management industry, available at your site or as a hosted solution.
  • SalesPage Pro is our comprehensive cloud-based data management and CRM solution for small-to-medium asset managers.