Xact Smart Dash for ACT!

Xact Smart Dash for ACT!
Price: £65.00
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Xact Smart Dash for ACT! Xact Smart Dash for ACT! Xact Smart Dash for ACT! Xact Smart Dash for ACT!

Smart Dash is a powerful and flexible reporting tool that works inside ACT! With Smart Dash you can analyze data from ACT! and any other external database* in one central location.


Why should I choose Smart Dash?

Smart Dash provides flexibility beyond ACT!'s own dashboard, giving users unlimited potential to customize queries.

Users can report on anything that is available through ACT!'s OLEDB provider including Contacts, Groups, Companies, Activities and Opportunities.

Users can report on any external database that is ODBC or OLEDB compatible, such as Microsoft Access, QuoteWerks or QuickBooks*.

Smart Dash exploits the power of Google Charts and Google Maps to enhance the visual impact of your reports, it can also be mixed-and-matched with ACT!’s default dashboard, and reports can be exported to Excel - making it one of the most versatile reporting addons for ACT!

*In some cases you may need a 3rd party connector to access an external database, for example to connect with QuickBooks you will be required to have the QDBC driver installed.


Reporting with Smart Dash

There are unlimited possibilities for dashboards and reports that you can create with Smart Dash. For example:

  • Run an Opportunity Products Report to see which opportunities contain product "X" or which products are attached to all of your "Open", "Closed - Lost" or "Closed - Won" Opportunities.
  • Create a History Summary Report that includes all your custom activities
  • Report on the average number of revisions a QuoteWerks quote goes through before being accepted, and filter the results by item type or category
  • See a Google map of all your meeting locations for the day

Smart Dash comes with pre-configured dashboards so you can get analyzing straight away. Xact Software also offers a query building service for users that have complex reporting needs, or users that do not have knowledge of SQL. Plus, if you have a custom reporting idea that we think will be popular - we'll do it for FREE!


For more information visit our main website

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