ACT! 2010 - New Features

Reporting


Gain More Insight with New ACT! Reports & Streamlined Views

With the streamlined reports view, easily understand which ACT! reports are available to you, mark reports as your favorites for quick access, and customise report descriptions for a view that’s more personalised to your needs.

Twelve new dashboard charts and two new default dashboards have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. Plus, you can better understand your biggest opportunities for quick wins by running one of the 13 new opportunity reports you’ve been asking for, including opportunities by process and status, pipeline by process, and many more!

13 New Opportunity Reports:

  • Opportunities by Record Manager and Process
  • Opportunity Summary by Record Manager and Process
  • Opportunities by Process and Status
  • Opportunities by Estimated Closing Month
  • Won Opportunities and Days Open
  • Won Opportunity Summary by Sales Process
  • Won Opportunities by Sales Process and Competitor
  • Won Opportunities by Sales Process and Reason
  • Won Opportunities by Sales Process and Record Manger
  • Won Opportunities by Sales Process
  • Won Opportunities by Actual Closing Month
  • Pipeline Report by Sales Process and Stage
  • Pipeline Report and Products by Sales Process and Stage

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