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Keystroke Dash Features

Dashboard Wizard: Quickly set up your dashboard parameters and filters using our Dashboard Wizard. 

Customizable Views: Add any database fields to your list views. Quickly save or reload your favorite dashboards. View opportunities and activities side-by-side. Copy or drag and drop dashboard panels and columns. Select different users for each panel. Move the legend as needed.

Contact Details: Preview an editable contact layout by clicking on any lists of activities, opportunities, queries, histories, notes or products.

Calendar: View and edit one or more daily, weekly or monthly calendars.

Activities: Create customized activity lists or drill-down pie or bar graphs.

Opportunities: Create customized opportunity lists or drill-down graphs, auto-calculate counts, gross margins, weighted totals and actual totals. Create follow-up activities directly from your pipeline report.

Contact Lists: List your most important dynamic or ad-hoc group of contacts and edit them.

Histories: View, filter and sort by history types and create history summary drill-down graphs. Right click to email history items.

Products: View your selected products by sales stages, date range in a list or drill-down graph.

Queries: Perform powerful query lists and corresponding graphical views.

Filtering: Filter by date type, activity type, regarding keyword, sales stage, process, group or query.

Sorting: Sort by any selected field in your database including:  date, priority, regarding, details, ID/status, city, state, probability, amount, stages, etc.

Interactive: Update the dashboard by selecting filters and sorting. Update multiple opportunities and activities simultaneously. Create look-ups from your notes, history, activity, opportunity or contact lists. Edit field values in contact lists and contact details.

Reporting: Print your favorite dashboard panels as a PDF and share with others. Create read-only dashboards. Email selected histories.

Key Performance Indicators (KPIs): View and filter your sales metrics on activities, histories or opportunities, e.g., number of calls, meetings, to-dos, emails, quotes, new opportunities, calculates win/lose ratios, average sales and total sales for selected users and more.

Sum/total:  Sum/total for any numeric or currency field in a dashboard list view.

What’s New Report: View the last synchronization, new contacts, histories,  notes, opportunities and activities for each user.

Work effectively

• Centralize and organize all key activities, opportunities, histories, notes and contacts in one or more interactive and graphical dashboard view.  Align opportunities with activities to ensure proper follow-up.
• Manage your database — Realign territories.   Reschedule multiple activities or opportunities at once.  Edit contact records and histories.
• Communicate faster by emailing one or more history directly from the dashboard.
• Preview contact details — The drill-down links activities or opportunities directly to the contact details allowing you to easily update your database.
• Create follow-up activities from your pipeline list.

Analyze interactively

• Compare, analyze and drill down on activity, history, opportunity, product or query graphs (including sum and average). 
• Monitor and quantify sales performance with key performance indicator (KPI) statistics. 
• Set targets for activity and opportunity levels to identify gaps and adjust sales plans.  Analyze your pipeline by products using targeted groups such as customers or prospects.
• View multiple ACT! calendars inside the dashboard.
• �Choose from many powerful dashboard templates and easily customize your own dashboards using our Dashboard Wizard.  Drag and drop dashboard panels and fields.

Report instantly

• Share your dashboard as a report in PDF format. 
• Export any list to MS Excel.
• Automate your dashboard reporting with Keystroke Dash Alerts.  Refer to Keystroke Dash Alerts datasheet for additional information.

 New Feature in Keystroke Dash for ACT! 2014 (v.9)

New Features in Keystroke Dash for ACT! 2010/11 (v.8) New Keystroke Advanced Queries allows you to search across multiple tables simultaneously Find all contacts, companies, groups or opportunities with defined histories, activities, notes, links, access and more Find all histories, activities, notes for specific linked contacts, companies, groups or opportunities Advanced Queries allow to create exception reports Create granular reports that separates activities linked to a contact from activities linked to the opportunity of that contact Quickly query large databases with over 150,000 records

New Features in Keystroke Dash for ACT! 2009 (v.7) Integration with Keystroke Designer Reporting for ACT! and associated Custom Tables Graphical Views of custom tables Summation, average, counts with Min and Max in lists views Grouping of records using one or more field as a filtering criteria New interactive helpfile with search capability and videos

New Features in Keystroke Dash for ACT! 2007/8 (v.6) New Dashboard Wizard for quick setup Enhanced dashboard templates Duplicate dashboard panels with drag and drop ease Graph any field for activities, opportunities, histories, notes and products Multiple print sizes for graphs Filter by regarding field for activity and history Graph based on the results of queries Counts, sum and average of any field for each graph

New Features in Keystroke Dash for ACT! 2007 (v.5) View multiple calendars in different panels in one dashboard view Select different users in the same dashboard Open your dashboard in a separate window allowing you to use ACT! and the dashboard separately Enhanced printing Click on an activity list or opportunity list item and view the contact details layout and tabs within the same dashboard Email specific notes/history, activity or opportunity items directly through Outlook Integrates with Keystroke Alerts

Additional Features in Keystroke Dash for ACT! 2006 (v.4) Drill down graphical views and print to PDF Notes panel View opportunity and activities side-by-side Read-only dashboards Edit contact lists Integrates with Keystroke Alerts (v4.3)

Features in Keystroke Dash for ACT! 2005 (v.3) Print reports Interactive rescheduling and updating features en masse Export to MS Excel Select activity, history, opportunity, contacts, query panels Select KPIs (key performance indicators)