Managing data for an EDO (Economic Development Organization) with multiple surveys, reports, and documents can be a hassle. But, using an efficient CRM, that can cater to the EDO requirements, saves you time and energy by bringing it all together.
ProTRACKPlus is a local economic development tool for EDOs. It facilitates reporting, documenting, managing, and Business Retention and Expansion (BRE) activities.
Being a dedicated cloud-based software as a system or SaaS CRM tool developed exclusively for Economic Development Organizations, ProTRACKPlus is customized to track the status of active projects. It also controls the reporting activities to enhance control over multiple activities through a single platform.
The highly customizable dashboard of ProTRACKPlus allows you to enter all the information you will need about the company, documents, contacts, and projects. It offers all basic and advanced CRM functionalities to systematize EDOs processes, ensuring the community’s overall growth.
If you are on the bandwagon of using ProTRACKPlus for your EDO, this blog will give you a head start on using the Dashboard of ProTRACKPlus.
So, let\'s get started, shall we?
What is a ProTRACKPlus Dashboard?
A dashboard is a welcome screen you see after signing in to ProTRACKPlus. It is a clean and easy-to-view space with a menu bar and categories that will work as an EDO\'s local economic development tool.
You can add, edit, access, or delete information about projects, contacts, and companies through the completely customizable dashboard of ProTRACKPlus. Moreover, a customized dashboard maximizes the organization\'s Transparency, Relevance, Accountability, Credibility and helps convert data to Knowledge, hence TRACK.
The dashboard of ProTRACKPlus provides real-time business event snapshots, meeting information, project tasks, etc. Once you fill out the relevant information, the dashboard allows you to skim through general reporting information without investing much time.
Sounds like something that can save you time?
This is exactly what ProTRACKPlus is built for.
Now that you know about the dashboard learn how to use it here.
How To Use the ProTRACKPlus Dashboard?
ProTRACKPlus streamlines the economic development process and offers a highly customizable dashboard to enter information per your requirements. It has all the fields to fill, so you don\'t have to scroll through unkempt records to search for data or reports.
As a robust economic development tool, ProTRACKPlus manages workflow by maintaining data, resources, and documents. The two dashboards - The default dashboard and report dashboard fall under the Dashboard tab.
Let us see how they work.
Default Dashboard - As the name suggests, the default dashboard is the first dashboard, or landing page, that will be visible to you when you begin your day by logging in to ProTRACKPlus.
You can check the meetings and events through the homepage without relying upon the morning calls that take up your most productive time. The dashboard also has options for syncing your Outlook or Google calendar and shows an overview of the project tasks in a tabular format.
Apart from giving a quick overview of the projects, the default dashboard lets you add a new project with multiple sections to enter project-related information like,
- Add Project
- Add Company
- Add Contact
- Create Survey
- Add Documents to Library
- Contact List
- Project List
- Company List
- Report Dashboard
The reporting dashboard or the metric dashboard gives you a quick look at the metrics of the projects included in ProTRACKPlus. You must select the date range you wish to view and click on the \'get data\' button. You will find clear and precise information on the dashboard.
It showcases information on specific projects like,
- New business attracted
- New Jobs
- Announced Capital Investment
- Total Industry Visits
- Total Referrals
- Total Site visits
- And more.
You can also export the data from the report dashboard to pdf for easy viewing without toggling between the pdf conversion tools. This feature allows you to copy and paste colorful graphics into any Microsoft or Google Docs program to boost your reporting efforts.
With all the critical formation at your fingertips, you can expedite the work and save more time customizing those monthly and yearly reports.
Leverage the power of the local economic development tool developed with the expertise of professionals and visionaries from SVAM International Inc., with more than 30 years of boots-on-the-ground experience running economic development organizations of all sizes and shapes.
ProTRACKPlus is the ultimate tool to empower EDOs to help them focus on the bigger picture while taking care of complex information.
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