Contents
 Welcome
    Features
    Act! Dashboard
 Installation
    System Requirements
    Obtaining Installation Program
    Running Installation
    Activation
    Obtaining Updates
    Launching Keystroke Dash
 Dashboard Elements
    Dashboard Tabs
    Dashboard Toolbar
       New
       New *Wizard*
       Open
       Save
       Print
       Preferences
       Refresh
       Help
       About
    Panel Toolbar
       Panel Title
       Filter Icon
       Display Type Icon
          List View
          KPI View
          Graph View
       User Icon *Legacy ONLY*
       Contact Group Icon *Legacy ONLY*
       Export to Excel Icon
       Grouping Icon
       List Sorting
       List Filtering
       List Summaries
       Date Range and Record Count *Legacy ONLY*
       Change Dashboard Title
    Rows and Columns
    Deleting Panels
 Dashboard Panels
    Companies
    Company Query
    Contact Query
    Group Query
    History Query
    Manual SQL Query
    Note Query
    Opportunity Query
    Product Query
    Solution Query 
    Synchronization
    Users
    Other - Contact Details
    Other - Database Update
    Legacy Dashboards
       Activities
       Contacts by Group
       Histories
       Notes
       Opportunities
       Products
 Advanced Functions
    Dash Advanced Query Designer
       Previewing Queries
       Saving Queries
       Opening Saved Queries
       Advanced Query Info
       Adding Criteria
       Deleting Criteria
       Moving Criteria
       Grouping Criteria
    Renaming Dashboards
    Protecting Dashboards
    Deleting Dasboards
    Organizing Dashboard Folders
    Title Bar Colors
    Custom Relative Dates
    Copying Panels
    Moving Panels
    Printing to Excel
    Printing to PDF
    Adding Logos to Output
    Rescheduling Activities
    Update Fields
 Tutorials
    Simple Dashboard
    Creating a Graph
    Creating A KPI
    Advanced Query (Only Wizard)
 Relationship Reports
 Dashboard Editions
 Dashboard Version Compatibility
 Configuring Keystroke Alerts with Dashboard
 FAQ
    General FAQ


  
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Home > Welcome > Act! Dashboard

Act! Dashboard

Keystroke Dash was created in version Act! 2005 and is compatible with all versions of Act! for Windows. Keystroke Dash has strong analytical features to build complex reports beyond activities, opportunities or contacts. There are many dashboard types, features and filters in the Keystroke Dash.  Reporting is far more robust than the dahsboard available in Act!. Also, Keystroke Dash is the ideal tool to report on custom entities (tables) which can be created using Keystroke Designer. In addition, Keystroke Dash allows for interactive panels that cross over multiple entities. For example, users can view opportunities, activities, contacts and subentities side by side in the same view.

Twenty most important differences and similarities between Act! dashboard and Keystroke Dash Keystroke Dash Act! dashboard
Dashboard Types
Activity dashboard Check Mark Check Mark
Opportunity dashboard Check Mark Check Mark
Product dashboard Check Mark  
Notes dashboard Check Mark  
History dashboard Check Mark  
Key Performance Indicator (KPI) dashboard Check Mark  
Contact and company dashboard Check Mark Check Mark 
Calendar dashboard Check Mark  
Dashboard Features
View multiple user data Check Mark Check Mark
Filter lists or graphs by groups Check Mark  
Filter lists or graphs by queries Check Mark  
Customize list with fields from activities, opportunities, contacts and histories side-by-side Check Mark  
Create lists with totals for number and currency fields Check Mark  
Highlight any list items to preview the contact layout Check Mark  
Export any list to MS-Excel Check Mark  
Print to PDF Check Mark  
Schedule dashboard PDF reports to be emailed automatically Check Mark  
Mass update content within the dashboard Check Mark  
View advanced analytics using pivot tables (e.g. activities by ID/Status or opportunities by Referred by etc.) Check Mark  
Dashboard is viewable using Act! for Web   Check Mark

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



See also

  
HelpConsole 2008 - Enterprise Edition

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