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Details Tab Views and Filters

ver. 1.0

 

On the account page the default is always the "Details" tab.

The following views are available on this tab:

  • Summary
  • Metrics

Details_Tab_Views_and_Filters_05.png

 

 

 

Summary

Details_Tab_Views_and_Filters_06.png

 

This view provides the following information:

1)   Summary Section Filter - contrast according to chosen timeline

 

  • Company Name
  • Sub Accounts (if any)
  • Company Description
  • Other Information

Expanded View

Details_Tab_Views_and_Filters_08.png

Collapse View

Details_Tab_Views_and_Filters_17.png

Details_Tab_Views_and_Filters_18.png

See Common Sections for 2 to 5.

 

 

 

 

 

Metrics 

Details_Tab_Views_and_Filters_07.png

This view provides the following information:

1)   Health and Metrics Section

  • Health - contrast according to chosen timeline, expand or collapse views

Expanded ViewDetails_Tab_Views_and_Filters_15.png

Collapse View

Details_Tab_Views_and_Filters_14.png

Details_Tab_Views_and_Filters_19.png

 

  • Metrics

a) View Metric Details

Details_Tab_Views_and_Filters_16.png

Collapse or expand the Metric Detail view. Contrast Metric values according to chosen timeline. Click on the Metric card to edit the values.

Details_Tab_Views_and_Filters_20.png

 

 

 

 Common Sections

 

2)   Business Section

  • Contracts Filter - view active or archived contracts, add and download contracts

Expanded ViewDetails_Tab_Views_and_Filters_09.png

 

Collapse View

Details_Tab_Views_and_Filters_21.png

 

 

  • Opportunities Filter - view according to status, add opportunity, 

Expanded View

Details_Tab_Views_and_Filters_10.png

Collapse View

Details_Tab_Views_and_Filters_22.png

 

3)   SWOT Analysis Section (if activated) - edit the section, collapse or expand view

Expand View

Details_Tab_Views_and_Filters_23.png

Collapse View

Details_Tab_Views_and_Filters_11.png

4)   Key Players and Contacts Section - sort contact names, add key player, edit key player, VOC 

Expand View, List

Details_Tab_Views_and_Filters_24.png

Expand View, Org Chart

Details_Tab_Views_and_Filters_25.png

 

Collapse View

Details_Tab_Views_and_Filters_12.png

5)   Documents Section - sort, download and add documents

Details_Tab_Views_and_Filters_13.png

 

 

 

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