CRM by the Dashboard Light

Applying the adage “a picture paints a thousands words” to tracking sales pipelines, Salesnet — a Boston-based Web-native ASP that offers customer relationship management (CRM) software software — yesterday unveiled its Dashboard user interface.

The Dashboard (see Figure 1 below) is designed to allow users to display sales and marketing data with
bar graphs, area charts, line charts and pie charts, which greet them when they logon to Salesnet Extended edition.

Figure 1. Salesnet’s new Dashboard feature is designed to provide a snapshot, customizable view into a company’s sales channel.

According to the company, the Dashboard replaces the Top 10 Deals chart that previously appeared when Salesnet Extended
users signed on. Users can customize the number, size and placement of charts and graphs to suit their role and perference.

The Dashboard allows users to do the following, according to Salesnet:

  • Click on any chart or graph to zoom in on details.
  • Determine the format of charts and graphs — GIF images, Macromedia Flash or
    Adobe SVG charts — to best suit their needs.
  • View and compare each chart and graph with a previous version.
  • Delete charts and graphs no longer needed, copy current charts and graphs with a mouse click, and preview the look and feel of a chart or graph before adding it
    to the Dashboard.
  • Use rebuilt charts and graphs. Users can also custom-build their own elements.
  • Combine two reports into a new, color-coded comparison report.
  • Take a "snapshot" of a
    report at any point in time. Regardless of what happens to the data
    going forward, a Report snapshot will always display the same data as it
    did at the moment it was taken.
  • Save reports in Excel format.
  • Salesnet is listed by ASPnews as a Top 20 Service Provider.


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