Detail comparison between Keystroke Dash and Act! dashboard |
Keystroke Dash |
Act! dashboard |
Filters |
Filter by any field appearing in the dashboard |
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View data for multiple users |
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Filter by dates, priorities, types, stages, status, process and any other field in the list view |
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Filter by groups |
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Filter by queries |
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Reporting |
Export to MS-Excel |
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Print to PDF |
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Send reports automatically (with Keystroke Dash Alerts or Keystroke Server Suite) |
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Copy image to clipboard |
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Interactive |
Sort by fields |
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Drill downs from graphical views |
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Go to contact(s) interactively |
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Edit inside the dashboard |
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Set target for activities or histories |
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Set targets for opportunities |
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Highlight any opportunities, activities, histories or notes in order to preview the contact layout |
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Projections by period of time, Referred by, ID/Status or any other Contact field |
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Advanced drill down |
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Customization |
Create, duplicate, resize and customize multiple dashboard panels |
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Drag and drop panels for easy duplication and set-up |
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Protect your dashboard with read-only feature |
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Customize lists with fields from activities, opportunities, contacts and histories side-by-side |
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Toggle between list view and graphical views |
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Alerts |
Send PDF dashboard reports automatically |
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Send email alerts for opportunities using Act! field contents |
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Send email alerts for specific activity conditions |
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Send email alerts for specific history conditions |
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Advanced Analytics |
Create multiple advanced queries per field |
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Create queries by contacts or opportunities |
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Filter by queries or groups |
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Rescale graphical details using smart breaks |
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List totals for number and currency fields |
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Make projections using line graphs |
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View graphical funnel reports |
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Ease of use |
Use dashboard interactively |
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Save time using dashboard wizard |
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Rename dashboard on the fly |
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Drag and drop panels within a dashboard |
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Add dashboard or new panel in one click |
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Select your favorite dashboards within one click |
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Others |
Create "read only" dashboards |
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Compatible with Citrix environment |
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Share dashboard with other Act! users |
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Sync your dashboards with other users |
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Activity Dashboard |
Graph or list selected users activities |
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Choose columns from activity fields |
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Choose columns from the contact and company fields |
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Filter activities by types, priorities, date ranges, and users |
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Export activities to MS-Excel |
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Mass updates of activity fields |
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Drill down applies to single bar |
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Highlight any activities to preview the contact layout |
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Group your activities by ID/Status, Referred by or any contact field |
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Set targets for users activities |
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Calendar Dashboard |
View multiple interactive calendars |
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View calendars by day, week or month |
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Select users' calendar |
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Schedule or reschedule within the calendar |
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Opportunity Dashboard |
Choose fields from the opportunity table |
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Filter opportunities by process, stage, status, users |
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Filter opportunities by close date, open date and create date |
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Filter opportunities by selected group or query |
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Create opportunity queries |
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View opportunity totals in lists |
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Choose opportunity field and contact field side-by-side |
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Choose opportunity field and last history side-by-side |
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Choose opportunity and next activity field side-by-side |
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View opportunities per product |
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Mass update opportunity fields |
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Create follow-up from opportunity |
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Opportunity totals in graphs |
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Top opportunities limited to 10 |
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Graphical pie charts and bar charts |
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Highlight any opportunity to preview the contact layout |
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Product Dashboard |
Graph or list views by products |
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View product opportunity totals |
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Highlight any product to preview the contact layout |
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Notes Dashboard |
View Notes by date range |
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Delete Notes from list |
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Highlight any Notes to preview the contact layout |
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Go to contacts from Note list |
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History Dashboard |
View "What's New" dashboard (Last 7 days contacts, notes, histories, emails, new opportunities, etc.) |
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Filter by history type and any field available in the history |
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Sort by history type, date or any field |
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View history details |
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Graph histories |
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Export histories to MS-Excel |
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Delete histories |
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Update history fields |
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Email history content |
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Highlight any history to preview the contact layout |
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Monitor synchronization status |
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Key Performance Indicator Dashboard |
Opportunity Key Performance |
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Activity Key Performance |
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History Key Performance |
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Export KPIs to MS-Excel |
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Contact and Company Dashboard |
View contact lists |
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Create contact query lists |
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Graph queries by any field (e.g. ID/Status, Cities, Referred by etc.) |
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Company lists |
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Total numeric and currency fields |
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Export contact query list to MS-Excel |
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Highlight any contact to preview the contact layout |
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