On Your Radar

This widget displays the tasks of a sales representative.

The widget comprises of these matrices:

• Opportunity Activities Due: This matrix displays the count of active opportunities only. This data is retrieved from the Opportunities form.

• Follow-ups Due: This matrix displays the overdue or follow-up tasks. This data is retrieved from the Customers, Prospects, and Sales Contacts forms.

• Estimate Follow-ups: This matrix displays the total active working estimates that require a follow-up.

• Orders Needing Attention: This matrix displays the customer orders based on the priority. For example, orders with delays and missing information.