A part of Dynamics 365 Sales, Microsoft provides a set of default dashboards specific to Sales staff. They are as follows:
- Sales Activity Dashboard
- Sales Activity Social Dashboard
- Sales Dashboard
Let's have a look at each dashboard and their differences. We're only going to be looking at the presentation provided through the Sales Hub, with the understanding that their layout and content will be similar in the classical web interface.
Sales Activity Dashboard
The Sales Activity Dashboard consolidates the day-to-day data required by a sales representative to complete their tasks. It includes charts that represent the sales pipeline, a view into open and won opportunities, a listing of Open Leads and Open Opportunities, as well as the personal activities for the currently logged-in user. The following screenshot shows the top section of this dashboard:
All the data represented on this dashboard is data that's relevant to the sales representative...
