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Companies by Status Dashboard Card

This card is located in Company Dashboard and My Dashboards.

This card allows for multiple copies.

  • Examples:
    • I'm a manager and I would like to see one card for each of my team members.
    • I want to add cards for both this year and last year to compare.

The Companies by Status card sorts the Companies in your database by Status values to help you determine where the Company currently stands in your pipeline, recruiting process, or other relevant business procedure.

The List View calculates totals for each Company as well as a grand total.

The Graph View displays a pie chart-style visual representation of Company Status by percentage.

Clicking the gear icon will allow you to filter by My Companies, All Companies, or User, as well as by Date Added or Status.

Related

For more information on the Dashboards:Understanding Dashboard Cards

Check out the other dashboard cards available for Companies: