Track your progress using seller dashboard

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Mar 2023

Business value

As a seller, your efforts are focused on managing relationships and executing sales activities that translate into revenue opportunities. To increase your throughput, you may need to constantly monitor everything that you're involved in. You'll need to be able to review and recalibrate any execution efforts as needed.

With this feature, you'll have a dashboard that summarizes progress highlights and insights. You can visit the dashboard at the start of your day to get organized and throughout the day to view your activities.

Feature details

As a seller, you'll be able to:

  • View your dashboard to monitor your progress.
  • Get a summarized view of your activities' progress across contacts, accounts, leads, and opportunities you're involved in.

The information on the dashboard reflects the actions a seller is working on within their sales accelerator.

Summarized view of My Day