Release Date: Sept 17, 2018

Dashboard Pages

Dashboard pages gives you the opportunity to present specific data and organize it efficiently. For example, if you know users typically want to review data by several different time periods such as: Weekly, Monthly, Quarterly, or Yearly you can now configure pages organized under a dashboard tab and display filtered data.

Sales Interaction Reporting

Widgets can now use data from nested fields (the fields in a table field) for Process Sum & Process Breakdown Widgets. This allows you to report on sales team interaction data that is typically captured in a table field.