Navigating the sales process dashboard
Become familiar with the various elements that make up the sales process dashboard in the Lead-to-Cash Process Management application.
The sales process dashboard in the Lead-to-Cash Process Management application offers a consolidated view of sales activities across entities such as opportunities, quotes, and orders.
Hierarchical node map and details pane on the sales process dashboard.
Node map elements
The hierarchical node map visually represents the relationships of sales entities. Sales process managers and contract admins can dynamically manage this map by linking or delinking records, converting soft links to hard links for active monitoring. The following table describes the function of node map elements.
| Element | Function |
|---|---|
| Filter icon |
|Filter link by types to view associated nodes. You can filter to view all nodes or hard-linked nodes.|
|Link records|Link more sales records to the selected node. To add more records, select Link records, then select a Business entity on the Link records pop-up window. Select specific records that you want to link and select Link selected.| |Delink|Delete child record and its hierarchy. To delink a record, select a link connecting a parent node and its child nodes you no longer want to monitor, and select Delink.| |Hard link|Enables you to convert soft links to hard links and vice versa. To convert a link, select it and select the Hard link toggle switch.|
By default, only three levels are displayed on the node map when you open a sales process record in the CSM Configurable Workspace. Admins can increase or decrease the number of levels displayed. For more information, see Customize hierarchical node map levels for Lead-to-Cash Process Management.
Only 250 nodes can be displayed on the node map at a time. If you have more than 250 nodes, collapse some nodes and then expand and view the other nodes.
Details pane
A details section consolidates all relevant operational elements—tasks, emails, checklists, and attachments—into a single pane.
Note:
Related lists configured in the Sales cockpit view in Next Experience UI govern the tabs that are displayed for a sales entity on the sales dashboard.
Parent Topic:Using Lead-to-Cash Process Management
Related topics
Monitoring and tracking sales activities
Create and manage task checklists
Add attachments for a sales process record
Manage attachments for a sales process record
View and send emails in Lead-to-Cash Process Management