We are excited to announce even more new features have been rolled out to your halo DASH. The list is nowhere near as exhaustive as the previous upgrade notification, as a number of these features were planned for in the previous release, though, had yet to make it out of development and testing in time.
New "Breadcrumb" Navigation
The title bar at the top of every screen is now even more useful. It is still your “You are here” indicator in the system, but it is now interactive! For example, if you are currently looking at an Opportunity, you can click on the Contact or Company to navigate directly there or even Dashboard to quickly get back home. The “breadcrumb” navigation is available on every screen.
Activity Analytics By User
Activity Analytics by Type were already included on your Analytics dashboard, and you could also pull Activity Analytics by User by clicking on each individual user in your Users area of the system (to review their individual analytics), though, there wasn’t a single “table” that had analytics broken down by all of your sales users, until now. Just like with Types, we break down Activity counts by User according to those currently Scheduled for the current day/week/month/year, as well as those currently Completed in that same day/week/month/year range in addition to those Completed in the previous day/week/month range (so you get a snapshot of what’s planned, what’s completed that was planned and what was previously completed as a comparison). We also even included a link directly to the users specific Analytics area if you want to see their individual numbers broken down by Type as well.
Opportunity Competitors
You now have the ability at the Opportunity level to define any competitors that you may have for that specific opportunity. Look for this in the upper right of the Opportunity Detail screen.
Vendor Product Commission Structures
Do you remember the Vendor and Product system rolled out last week? You can now define commission structures at the Product level, broken down by year. For example, on a specific Product, you can define that the first year commission is a flat fee, and each subsequent year is a percentage, or perhaps even both (a flat fee and a percentage). Just as how utilizing the Vendor and Product system for Opportunities isn’t required, if you choose to use the Product system, the Commission system is also not required. It’s simply there to use if you see value in using it.
Opportunity Commission Report
What’s the point of defining Product Commission Structures if there’s no Commission Report? Available in your Reports area is the new Commission report. Do you recall the new Opportunity fields rolled out last week for Effective Date and Term Date, as well as Payment Schedule? These were the groundwork for the Commission report. Commissions are calculated from the Effective Date to the Term Date, distributed according to the Payment Schedule and at a rate according to the Commission Structure of the Products assigned to the Opportunity.
As always, if you have any questions or run into any issues or need assistance with any of the new features, please let us know.
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