Check Out Act! Insight Dashboard Reporting

Act! Insight Dashboard ReportingAct! Insight Dashboard Reporting - Dynamic Visual Reporting for Act!

Act! Insight Dashboard Reporting – Dynamic Visual Reporting for Act!

Act! Insight is a dashboard reporting feature available to active Act! Premium , Act! Premium Cloud and Act! Premium Plus subscribers. This feature provides dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards. And with the 20.1 release Act! Insight dashboards now include rich customization capabilities, so you can pull in data from Act! entities, reporting-based fields, and custom fields, making it easier to measure your business, team and user performance.

Additional capabilities include the ability to apply filters to customize your date range, activity types, products, and users displayed. Drill-through to Act! list views from dashboard widgets to learn more about a particular opportunity or activity. PDF any dashboard chart with just one-click. Tool Tips are available to give you a general description of the insights presented in each dashboard chart.

Act! Insight Dashboard Reporting Elements – Views and Charts
A view is a separate dashboard, a chart is a panel within the view and a view can contain many charts.

The following 3 default dashboard views with associated charts are available with Act! Insight:

(1) Key Insights View – Provides valuable insight to users across a range of performance, financial, and operational metrics. Included Charts:

Business Health – helps illustrate the effectiveness of your company’s sales by comparing actual sales with forecasted sales. Projected sales are included to illustrate expected future sales within the context of past performance.
Revenue vs. Cost – analyzes a company’s products by comparing the revenue they have produced to their associated costs over a given time frame.
Competitive Advantage – provides a count of the number of deals that were closed (won or lost) by the reason the deals were won or lost.
Average Days in Stage – how long opportunities are staying in a particular sales stage to help illustrate how opportunities are making their way through the sales process.

(2) Sales View – Allows you to see dynamic, visual snapshots of sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with out-of-the-box dashboards.  Included Charts:

Sales by Product – allows business owners and managers to analyze how their products are performing by calculating the portion of revenue from Closed-Won opportunities attributable to individual products over a given time frame.
Sales by Rep – allows sales managers to analyze how their sales representatives or account managers are performing based on the value of the opportunities they have closed and won within a given time frame.
Won Vs. Lost Sales – compares the value of opportunities in Closed-Won vs. Closed-Lost status for a given time frame.
Forecasted Sales by Product – provides business owners and managers the ability to analyze the projected value of open opportunities based on their associated products.
Forecasted Sales by Sales Rep – allows sales managers to evaluate opportunities in the sales pipeline for a given user or account manager.

(3) Customer Interactions View – provides details on activities by rep and marketing effectiveness.  Included Charts:

Activities by Sales Rep – provides information about how productive users are being with their time (i.e. how many meetings, calls or to-do’s they schedule and complete).
Marketing Effectiveness – provides the analytical evaluation of your Act! emarketing communication and how effective it has been.

The Power of Act! Insight is Creating Custom Views – you can create your own views and charts to personalize dashboards to display insights most relevant to your business or role.  Bring your History List to life with graphical displays of your contact interactions including custom history types, for example how many on-site visits did each of your sales reps have last month.  Or if you have a custom contact field with a drop-down list build a chart and it will tell you how many Contacts for each value within the drop-down.  To get started here is the Act! Insight video training library:  http://training-act.com/act/act-lib-prem/?courseId=act_insight&

Built on Act!’s Web API, we expect the capabilities of Act! Insight to keep expanding with each release and replace the original dashboard feature.  If you have an active Premium Subscription and are unable to access the feature please see this useful knowledgebase article for Act! Insight troubleshooting: http://kb.act.com/app/answers/detail/a_id/38883
If the suggestions in the article do not solve the issue you can contact Act! Technical Support included with your active Act! Premium Subscription.

Not an active Act! Premium Subscriber?  You can purchase your subscription with additional savings at our Act! Software Online Store where we have the latest promotions, discounts, and coupons or call us at 877-228-7528 for a quote.

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Act! Pro vs. Act! Premium – Things to Know Before You Buy Act! CRM

Act! Pro vs. Act! Premium vs. Act! Premium Plus

Act! CRM has 3 products; Act! Pro, Act! Premium and Act! Premium Plus. We are always asked by potential customers which product is right for their business.

Act! has previously published the below image to outline the general product differences, but we want to provide more information to compare and contrast the products and features for Act’s latest version.
Buy Act! Pro or Act! Premium at www.actplatinum.com

Comparing Act! Pro vs Act! Premium in order to assist in selecting the right product for your business, below are 10 things to know before you buy:

1. The number of active users is a determining factor, the Pro product has a limitation of 10 active users in a database. This means if you have more than 10 users you will need the Premium product. If you purchase the Pro product and need to add the 11th user or more you will need to purchase Premium licenses for the existing Pro licenses. Therefore, if your business is growing it would make sense to purchase the Premium product over the Pro at the on-set.

2. The Pro product has Windows only licensing, Premium has dual licensing for both Windows & Web (including Web Mobile) access that can be hosted by Act! or self-hosted.  Act! Premium allows you to do your own web hosting (without the monthly fees of other competing products) where you can deploy the web product with database access through your intranet or internet. With Act! Premium Mobile you can travel light and stay connected by accessing your Act! Premium contact, calendar and opportunity details from your iPhone®, iPad® or Android™ device.

3. The Premium product has Field Level Security that allows you to limit the access to certain Contact, Opportunity, Group and Company fields by users and teams. You can grant full access to those that need to update the field information, read only to those that need to see the information but cannot change the data, or no access to a field which means they cannot see the field within the database or reports. This is a valuable feature if your business works with social security numbers, credit card information or other sensitive data.

4. The Premium product has Record Level Security that allows you to limit the access to Contact, Opportunity, Group and Company records by users and teams. This is a powerful feature if you want your salespeople to see only their records, sales managers being able to see the records for their direct reports, by territories or if you want to divide the records by different departments or job responsibilities.

5. Both the Pro and Premium products have the database synchronization feature in which you can create remote databases that synchronize to your master database for disconnected/offline data access. The Pro Product only allows Application Synchronization which means that when a remote synchronizes to the master the Act! program needs to be open and logged into master database – this is not ideal if the master database is hosted on a server or an unattended machine. The Premium product comes with Synchronization Services (network and internet) which allow the synchronization to occur without the Act! program being open, the service runs on a host machine/server and listens for the synchronization connection.

6. The Dashboard is available in both products but the Pro version has a limitation of being only able to view the current user activity and opportunity information, filtering for a different user or multiple users is not an option. With the Premium product you can create Dashboard with multi-user, team, territory, region, and/or department views.

7. With the Premium product network users have an additional feature of being able to include other users and resources in their activity scheduling and checking on their availability. This is a helpful feature if your business has meetings or calls with your customers or prospects that involves more than one of your users of Act!.

8. The Act! Premium product has the Web API platform that allows users to connect Act! to other business productivity tools to increase productivity and streamline aspects of your business. The Web API platform provides users with the ability to develop new applications and is only available to Act! Premium deployments with an Active Premium Subscription. With the Web API you can take advantage of some cool features:

  • Act! Companion – a native mobile app designed for iPhone®, iPad®, and Android™
  • Act! Insight – interactive, graphical dashboards where you can see dynamic, visual snapshots of real-time metrics
  • Ask Act!™ With Amazon Alexa – interact with Act! through simple, verbal requests
  • Act! Connect – simple integrations with hundreds of popular business apps
  • Act! Premium Contact Link – streamline your workflow between Act! and Outlook®

9. Act! Premium Subscription includes Act! Software Updates and Act! Technical Support for your subscription term. Act! Pro does not include software updates or Act! Technical Support, Pro customers have the ability of purchasing software upgrades with any new release and there is a 30 Day Act! Tech Support Package available for $40 per license on your account.

Act Premium Perpetual License Purchases includes the 1st year of Act! Software Updates and Act! Technical Support. After the 1st year Premium Perpetual customers will have the option to renew their Premium Subscription service to always have the latest release of Act! Premium software and Act! Technical Support.

10. Act! Premium Plus Subscription includes the Custom Tables feature, this allows you to create additional tables in your database to capture information that is unique to your business.  Act! Premium Subscribers can easily upgrade to an Act! Premium Plus Subscription.  This feature is not available in Act! Pro.

Compare Act! CRM Products

Act! Pro Act! Premium Act! Premium
Plus
CRM features & benefits
Contact management
Groups & companies
Activity tracking & alerts
Act! emarketing
(unlimited sends to 200 contacts per month)
Sales process automation
Opportunity tracking
Reports
Unlimited customizations
Act! Insight
Act! Companion mobile app
Act! Premium Mobile
Act! Connect
Act! Connect
Integration with Office, Outlook®, & more
Ask Act!™ with Amazon Alexa
Act! Premium Contact Link
eCommerce Connections
Act! API
Team sharing
Advanced security
Instant online access
w/ Cloud w/ Cloud
Automatic nightly backups & recovery
w/ Cloud w/ Cloud
Secure Cloud hosting
4GB storage w/ Cloud 4GB storage w/ Cloud
Private Cloud hosting
20GB storage w/ private Cloud
Custom Tables Manager

Learn more
Industry Template Library

Learn more

Act! Pro vs. Act! Premium vs. Act! Premium Plus – You can purchase the latest Act! CRM Software products with current discounts and promotions from our Act! CRM eStore at www.actplatinum.com and if you have any additional questions please send us a Contact Us form.

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