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PlayMaker 17.1.0 Web Release Notes

Configurable Dashboards

PlayMaker CRM is excited to introduce Configurable Dashboards.  Located under a new top level navigation tab - "Dashboards" - users can configure, save, and share multiple user-defined dashboards.  Each dashboard can be configured to display various individual and team metrics allowing PlayMaker users to monitor and evaluate their performance.

Create your own unique dashboard utilizing four layouts and numerous metrics aggregated at the user, territory, business line, insurance type, or overall organization level.

With the introduction of this new feature a default dashboard has been added as an example. Use it as is or adjust to your liking.

Follow these links to additional information and a brief introductory video.

 

Your Data, Your Way!

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