Create a dashboard with the latest activity, similar to highrise
Hi,
We have now completed our first iteration dashboard for Nimble, we call it the “Today Page”.
If you sign into Nimble, you will be redirected to our new tab called “Today”. Here you’ll see information such as:
Birthdays and Job Changes
Your Engagement Opportunities
- Likes, retweets, mentions, follows, and favorites from your networks.
Upcoming Deals
- A preview of your upcoming deals, who is involved, and the amount.
To Do Today
- A list of your Activities today
Please share your feedback at the following link: http://support.nimble.com/customer/portal/articles/1102755-new-feature-today-page-
Thank you!
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Anonymous commented
A modular dashboard would be great, so we could pick what top things we want to see and in what order (similar to SugarCRM's dashlets). Current desired lists are: Open tasks with due date, open deals with exp close date, most recently used contacts, most recent messages.
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Anonymous commented
I am really missing a home page when I log in which provides me with a summary of the most relevant information for my day. It should be a place where I can get an organized view of my tasks for the day, recent contacts (just a few, not a long list), some news and updates from my social feeds, links to a few saved searches (lists that I am actively working). It would also be great to be able to build some simple dashboard components to track KPI's like appointments booked, neglected leads, neglected opportunities, closed deals, and display them on the home page.
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chris commented
yes have a welcome wall synthesized activity which (if possible or you can select their dashboards priority) for a whole has seen the connection
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Ben commented
Agree with the want for a customised dashboard - ideally showing latest activity added to deals (or notes once notes are part of the deal functionality), with the ability to show activities coming up
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Hugo Silva commented
I'm just starting to use this software but so far it's the only thing I miss - I came from Highrise...
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Leah N commented
Completely agree here. Especially right now while Nimble lacks the ability to send email notifications for certain items (when deals are updated, when contacts are assigned, etc.)
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Jeff Kee commented
The dashboard could also incorporate social stream feeds from people that are part of "deals" - those are the most relevant to me anyway. Don't care about my idiot friends sharing idiotic photos of idiotic pets.
The dashboard could have a quick list of tasks due today, relevant deals with the highest percentage and all that stuff.
Also, $ amount of deals closed in the last week, month, and mont-to-month comparison (or for accounts that are much older, compare the current month to the month a year before).
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ajaffarali commented
A customized Dashboard would be awesome where we could see the latest contacts added, deals added/modified etc.
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Marshall commented
Yeah, what kind of social CRM doesn't have it's own feed? :)
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Daniel Benoni commented
Most definitely. Especially considering when working in a team, right now it's a bit complicated to see who recently did what...!
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Andy Jones commented
i would like to see this also have a "new emails" spot with our particular email address listed (if we have more than one on the account)
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Andy Jones commented
having a customizable dashboard would be great. I would like to see a spot where it says how many follow up calls i need to make. where id just click the link and it would take me there. We all have different needs. I think that would make this a perfect crm. that and adding docs to a contact.
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benjy rose commented
I was about to add this as a suggestion. It would be great to log in and see, for example, the 10 most recent Messages, 5 most recently-interacted-with contacts, 5 most recently-updated deals, and 10 chronologically-ordered Tasks/Events.
Alternately (additionally?), enable dashboard elements on any page (if, say, I wanted my Recent Tasks/Events to always appear in the sidebar, no matter where I am on Nimble)
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rfrazee commented
I am unaware of highrise, but it would be ideal to see the "social river" on a dashboard, that is configurable. This way, I can be alerted to key things within my social river.
For example:
1) If I want to know all of the people that have changed jobs in the last 2 weeks, then that should be able to show up.
2) People who I have had more than X number of interactions in the last Y weeks, show a stream of their activity, to see if there is something key I should be aware of.
3) Once you have the "opportunity section" developed out, as I assume you will, a social river for people / companies for which I have opportunities that are open, maybe you could prioritize it by when when the opportunity is projected to close.