Management Today Page

The page allows you to assess company sales situation as well as your personal tasks and events.

The Management Today Page includes the Today Sales pane with company wide sales visual metrics, as well as your Calendar with events grouped by days and Recent Changes link, To Do and the company Latest News lists In lists objects are represented by small icons and object names. Icons help you to recognize object types. Press a keyboard character (a letter or a digit) to jump to the list item that starts from this character. The first matching item will be chosen, counting from the top of the list.:



Total Sales Visits/Calls/Emails

The Total Sales Visits gauge shows you the number of sales visits/calls/emails (events of the Sales Meeting/Sales Call & Lead Call/Email type) done vs. planned in your company for the current month.


Total Offers

The Total Offers gauge shows you the ratio of total value of offers made (sales cases in the Offer phase In Vine Marketing, a phase is an independent stage of a query. It has its operation type and criteria loaded in its Contents field.) vs. total value of offers planned in your company.


Total Offer Count

The Total Offer Count gauge shows the ratio of offers done vs. planned offers in your company. When the count reaches the planned number of offers for this month the gauge bar becomes green.

Total Contracts

The Total Contracts gauge shows you the total value of contracts (sales cases in the Contract phase) in your company versus the total value of planned contracts in the current month (sales cases with the end date in the current month).

Total Contract Count

The Total Contract Count gauge shows you the number of contracts closed this month in your company versus the number of contracts planned in the current month.