You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
We've been made aware of errors occurring due to a recent update released by our partner Conga on the Orchestrate product. We are working with them to resolve these issues and will provide an update soon.

An important message from SS&C Salentica regarding Business Continuity during the COVID-19 pandemic. SS&C Salentica is committed to providing ongoing support and service to our clients while also ensuring our staff is safe. To this end, we may have staff working remotely. We are equipped to support a remote working scenario and can assure you we are business as usual. For any questions or concerns, please reach out to Tanya Tygesen or Max Moller.
announcement close button
Home > Elements Release Notes > 2020 Release > Business Development Dashboard
Business Development Dashboard print icon

The New Business module is deployed with one dashboard, which is based on Relationship reports. You can also use Contact reports if you are tracking your New Business on Contacts.

 

There are 6 charts/graphs in the New Business dashboard:

  1. Top Prospect List - Active New Business records sorted by Revenue

  2. Total Revenue New Business - Sum of Revenue for Active New Business records

  3. Total Active New Business - New Business records that are in an Active state

  4. Total Estimated Revenue by Warmth - Sum of Revenue by Warmth for Active New Business records

  5. Total Estimate Revenue by Phase - Sum of Revenue by Phase for Active New Business records

  6. New Business Closing in next 90 Days - Chart listing any New Business records that are expected to close in next 90 days (based off of Est. Close Date)

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

Feedback
0 out of 0 found this helpful

scroll to top icon