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Articles tagged "reporting" returned 55 results.
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Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
Xero Integration Overview
Close modal Explore features like invoicing, payroll, reporting and more, where you can manage your numbers effortlessly and accurately with the Gold-Vision Xero integration. Xero Integration for Gold-Vision...
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
Create a Lead List
...be amended using the Settings and Screen Designer if it is blank. Identifying the type of list could help you with your lead management reporting. Total Promoted – this will...
Creating Dashboards
Who is it aimed at? All users, particularly account managers, team leaders and managers to assist with reporting. What does it cover? Creating a home page dashboard made up of...
Performance
The Campaign Performance tab includes a variety of reporting widgets showing the engagement of recipients with Emails and Landing Pages in your Campaign, this includes: Total Email Metrics Emails Sent...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
How to send an email with Connect
...address for replies to be forwarded to. Close modal After your mail shot has been sent you will get access to the Tracking, Reporting, Bounce and Export tabs. These will...
Creating a Project
...be recorded in the Stage History of the Project for analysis and reporting purposes. Activities / Appointments Users can setup a number of Activities and Appointments against the Projects and...
