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Prebuilt Dashboards - Overview Dashboard

The Overview dashboard contains information about your sales outlook, service effectiveness, top customers, and opportunities. You can filter these analyses based on:

  • Fiscal Quarter
  • Fiscal Year
  • Region

After adjusting any of the filter values, click Apply to apply the new filter selections to the analyses.

To display the Customer dashboard in the Analytics tab, pull down the Dashboards menu and choose Overview .


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