What you can do in your dashboards: Marketing specialists

With your dashboards, you can plan and manage potential new business, all from one centralized location.

Dashboards are customizable to reflect the workflow at your firm. What you see on your dashboards depends on your security settings and whether or not you are set up to design your own dashboards.

Don't see what you need? Work with your manager to determine your dashboard needs.

Your information needs

As a marketing specialist, your dashboards can be set up to help you:

• Easily track the progress of a potential project every step of the way - from the lead to the final disposition.
• Quickly view a listing of wins and losses over a period of time - such as the last month, last quarter, or last fiscal year - to gain valuable insight to trends and information that can help increase your win rate in the future.
• Instantly analyze the projects your firm is pursuing and efforts by segments such as department or market segment.

These are just a few examples of what your dashboards can provide.

How do they work?

The dashboards display the information that matters the most to you:

• Home page: View an aggregate of your key information. With one look, you're instantly up-to-date.
• <Variable> pages: Click a link in a widget to go to a <variable> page that displays information specific to what you selected, such as the Project page.