f-dashboard_1024x1024 CRM Quick Start Dashboard


This package includes the creation of one Executive Dashboard for upper management, and up to three other dashboards: one for Marketing, one for Service, and one for Sales. The package can alternatively support the creation of dashboards for custom entities, limited to a total of four dashboards. This package does not include the creation of custom attributes required for the dashboards, nor does it include the manipulation of data. Other packages can be purchased if these items are required, or the Success Portal by xRM can be used to supplement training for requirements that are not included in a package, provided xRM is named as Partner of Record.

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