Dashboard Question

Follow

Valerie Williams

• May 07, 2016 09:04

Hello! Loving this CRM so far. I have only been using it a couple of days!! Thank you! 

My question is for the Dashboard. Right now, I don't see a way to see my monthly totals.... for example, if I don't invite 3 people every day... I would like to see my #'s for the month. Maybe I have invited 10... or, maybe 2. Is there a way to access our totals for a week/month? 

Thank you! 
Val

 

0

• 

  Barrie T.

  • May 10, 2016 21:03

  Hi Val,

  You can see generally how you did when you scroll down to the bottom of your dashboard. There's also an Activities Report on the Business page which drills down into everything you've done by date. But rest assured, we definitely plan on adding in more robust reporting down the road!

  0

  Comment actions Permalink

Please sign in to leave a comment.