Dashboards, scorecards and visibility to team 'activities' is a huge driver for collaboration across the dealership(s). We would like the capability to (self-serve) iFrame various dashboard elements relevant to the user. Whether that's bringing in Tableau screens, or other sources (to the user's homepage)
In addition, we'd like to discuss creating a view that will show the user/rep/manager what's 'new' in their territory (region)... from the last time they logged on. An overview of various data points like - what work orders have been opened for my customers, what activities have been entered in my territory by my fellow reps/teammates, tell me new issues across my customers, etc. The data is all within SalesLink, but the challenge is opening up each screen/customers to pull the data. We want a proactive approach to this.
Kari Cannaday
