A Daily screen that says what to do first
A Daily screen that says what to do first
Daily was one activity feed. As more landed in it, working out what to deal with first got harder. The screen now splits into three, and the per-rep view moved to a board of its own.
What is new
Daily, in three parts
- One place gathers signals, one shows unshipped orders, and one collects tasks.
- Signal calculation was consolidated, so the same number appears whichever screen you check it on.
The rep board
- Pick a scope at the top and the rep cards line up below, each split into six figures for comparison at a glance.
The workspace drawer
- Five icons sit to the right of the company 360 link: note, call, meeting, email, task. Clicking one opens the drawer in that mode.
- You log against the selected company without leaving the list. Sales activity Daily opens the same way.
Project board and delivery dashboard
- A board showing project settings at a glance, and a delivery dashboard gathering upcoming events and recent intake.
- This week and next week are shown together.
Related improvements
- The reasoning behind a recommendation card is recalculated from how recent the sales record is. The last-transaction label, which read differently on different screens, was made consistent.
- Collapsing a panel to widen the content, previously only on some three-column screens, now works on all of them.