Latest Updates To Pinnacle Ai CRM

blog image

Huge Dashboard Widget Enhancements

February 08, 20242 min read

Exciting news for our CRM users! We've just rolled out powerful widget enhancements, allowing you to tailor your dashboard with custom fields in Opportunities, advanced metric options, extended date ranges, new conditional operators, and a remarkable 99% improvement in loading times. Elevate your business insights and efficiency effortlessly with these intuitive features!

Huge Dashboard Widget Enhancements: Our CRM now allows you to enhance and customize widgets on the dashboard with new features, including the ability to add custom fields in Opportunities, advanced metric options, extended date ranges, new operators for conditionals, and significantly improved loading times for a faster and smoother user experience.👇🏻

⭐️ Why does it matter to your business?

  • Customization: Tailor widgets to your specific needs by adding custom fields in Opportunities and filtering based on conditions, providing a personalized view of your data.

  • Data Insight: Gain deeper insights with enhanced metric options, allowing you to choose count, sum, min, max, or average for your statistics, providing a more comprehensive analysis.

  • Efficiency: Experience a 99% improvement in loading times, ensuring a faster and smoother process when adding and editing widgets on the dashboard, ultimately saving you time, and enhancing efficiency.

⭐️ How To Use The Dashboard Widget Enhancements::

  1. Access the dashboard from the left navigation menu and click on Edit Dashboard button.

    A screenshot of a computer

Description automatically generated
  2. Now click on the "+Add Widget " button.

    A screenshot of a computer

Description automatically generated
  3. Here you can see the newly added widget.

  4. For example, in the opportunities tab you can add widgets related to opportunities.

    A screenshot of a computer

Description automatically generated
  5. Add opportunity widget.

    A screenshot of a computer

Description automatically generated
  6. Select the metric as count.

    A screenshot of a computer

Description automatically generated
  7. Now click on advanced settings.

    A screenshot of a computer

Description automatically generated
  8. Add the date property as "created on”.

    A screenshot of a computer

Description automatically generated
  9. Now select the date range.

    A screenshot of a computer

Description automatically generated
  10. You can also add the conditions depending upon the scenario.

    A screenshot of a computer

Description automatically generated
  11. Select the condition As Assigned user.

    Huge Dashboard Widget Enhancements

  12. Now choose the filter according to the scenario (e.g “is”) and click “Save”.

    A screenshot of a computer

Description automatically generated
  13. You can view the added widget in the dashboard now.

    A screenshot of a computer

Description automatically generated

Implementing these steps will empower you to make the most of our CRM's new widget enhancements, offering a tailored and efficient approach to managing and analyzing your business data.

dashboard
blog author image

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.