Creating and using Interactive Dashboards: A round up of articles

1 minute read time.

An Interactive Dashboard allows a user to simplify their daily tasks and activity management by providing them with an intuitive workspace that contains their key information. Information from Sage CRM, Sage ERP and external systems like social media feeds are presented together in one place. A user gains a real-time view of customer information and business activity without having to switch between screens.

The Interactive Dashboard allows a user to

  • Monitor opportunities and pipelines
  • Manage calendars and appointments
  • Engage with key social media channels
  • Manage key accounts from one place

Getting started

Types of Gadgets

SData Gadgets

Custom Gadgets

Troubleshooting Dashboards