Sales & Marketing Dashboard

The Sales & Marketing dashboard allows you to view your business plan, revenue performance, deal execution, pipeline and funds.

From the sidebar, select Sales & Marketing. The dashboard has these tabs:

Overview tab
Includes key alerts and links to additional resources.
Planning & Performance tab
Shows your pipeline deals and SAP key contacts.
Pipeline Health tab
View a summary and breakdown of your open pipeline.
Deal Execution tab
Manage open deals, start new deals, see pipeline details, and approved quotes.
Funds tab
Review available MDF and BDF funds, and partner fund claims by year.