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Articles tagged "reporting" returned 55 results.
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Introduction to Time
...and easily create a Summary report for your customers and internal reporting. You can also create Dashboards and Reports using the Time Entries Data Source and Time / Unit options....
Managing Projects
Users can plan and manager their Projects in Gold-Vision with simple resource allocation, correspondence tracking and powerful reporting. Create Activities/Tasks for a Projects Project Activities can be useful to manage...
Report, Calendar, Map and Flows view
Gold-Vision data can be viewed in a variety of formats in the system. From the views drop down options users can select which view is required. Close modal List...
Category Management
...searching and can also be used for reporting and for inclusion in Campaigns. Adding A Category New Categories can be set up in the Category Management area. Close modal Once...
How To Setup Sales Target
...sales are performing. Targets can be setup for Sales, Leads, Appointments or Activities in Gold-Vision, these can then be used in the reporting area in lists such as Sales, Forecast,...
Mail Tracking & Calendar Troubleshooting
...Actions Menu select Mail Tracking Settings Click the Test button A message will appear shortly reporting “Unable to Connect to Mailbox“ Open Settings and select Logs Click on the GoldVision8_YYYY-MM-DD...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Eventbrite Integration Overview
...campaigns, and your event with ROI analysis and financial reporting. Collaboration – Gold-Vision allows your event planning to be collaborative, with visibility across the board and information at your fingertips...
Exchequer Integration Overview
Close modal From real-time management reporting to accounting on the move, our Exchequer integration offers a range of benefits that will enable you to simplify your processes and strengthen...
Google Analytics Integration Overview
...compare results and conversions from email campaigns to those from your other digital marketing sources. Close modal 3 Key Benefits of our Google Analytics Connect Integration Reporting – Gold-Vision’s Google...
