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Use Analytics for Communications-Business Dashboards
The Analytics for Communications-Business app provides a comprehensive range of B2B business analytics, starting from opportunity, quote, order completion, and fulfillment insights to enhance sales and operational efficiency. It simplifies the complex enterprise quoting process through visualizations and provides SMB executives with a complete account 360 view. Procurement Managers can access self-service analytics on community portals to get a 360-degree view across the whole enterprise.
- Home Embedded Dashboard
The Home Embedded dashboard helps you stay on top of the details of your communications sales processes. The app brings insights to these processes with a comprehensive dashboard that shows details about opportunities, quotes, and orders. - Account Insights Embedded Dashboard
The Account Insights embedded dashboard allows you to embed your account information anywhere so that it’s accessible at-a-glance. This dashboard provides information about opportunities, quotes, and orders for an account so you can optimize selling. - Quote Insights Embedded Dashboard
The Quote Insights dashboard is designed to be embedded wherever you track your quotes. Use it to quickly and easily understand where to put your efforts. - Self-Service Embedded Dashboard
The Self-Service dashboard offers a comprehensive view of account-specific details, such as contracts, quotes, orders, bills, and asset distribution. Integrate the dashboard into the community portal to provide Procurement Managers with a comprehensive view of the entire enterprise. Small and Medium Businesses (SMB) executives can access self-service analytics from the SMB Console for a 360° view of the complete account. - Quote to Order Process Visualization Embedded Dashboard
The Quote to Order Process Visualization dashboard provides B2B Sales Agents with a comprehensive and clear view of their Quote to Order progress. At each stage of the Quote to Order journey, gain insights into any missing details that are required for task completion, and identify focus areas to streamline the process effectively. - Report Download Dashboard
Use the Report Download dashboard to view and download customer-specific reports for every stage of the Quote to Order process. These reports offer a comprehensive view of the stage's status and highlight any missing or partially valid data, enabling users to quickly correct crucial details, such as addresses.

