Cockpit reports
- 09 Sep 2024
- 1 Minute to read
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Cockpit reports
- Updated on 09 Sep 2024
- 1 Minute to read
- Print
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Cockpit reports are set up during the customer implementation process. These reports can be enhanced and adjusted to meet the needs of your business.
To get started with Cockpit reports, contact your Customer Success Manager.
View Cockpit reports
- From the application, select Dashboard from the left navigation area.
- Select Cockpit. It displays embedded charts that highlight opportunities, quotes, and activities.
- Zoom in or out, or select full-screen display to examine data in detail.
- Select any part of a chart or hover over a diagram to view additional information.
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