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Search for "reporting" returned 56 results.

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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...

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...

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...

Using Projects in Gold-Vision

...and Activities in Gold-Vision. What does it cover? We will cover how to create and manage Projects & Activities in Gold-Vision along with logging time, project flows view and reporting....

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...

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...

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...

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...