A Guide to Business Development Dashboard
Involved In Deal
This section tracks which users are engaged in specific client deals or cases. This will clearly show who is involved, improving communication and accountability. It also allows for better management of complex matters by ensuring the right people are involved, and helps with follow-ups, progress tracking and client relationship management. This will enhance future collaboration and ensures that no details are overlooked during the deal process.
BD Shared Calendar
Our BD Shared Calendar helps with centralised scheduling, allowing us as a firm to view and add meetings in one place. It promotes collaboration and tracks client engagements. The calendar also includes offices locations, making it easier to manage resources, coordinate events and plan meetings across multiple locations efficiently.
Connect also allows you to compare the firm's BD calendar with your personal calendar, giving you a unified view of all upcoming events.
First BD shared Calendar is divided by firmwide, office location and Europe. The calendar below it is organised by firmwide and practice areas.
Activities, All BD Meetings, All Referrals Dashboards
The Activities/All BD Meetings dashboards includes all the activities added to the platform. By using the filters, you can narrow down the view to specific dates, times, companies and more, allowing you to easily customise the display to show the most relevant information for you.
All conflict check emails, referral given can be logged to Connect via outlook addin by selecting Type = Referral & Sub type can be any of the choice from the dropdown (given, received, converted (open) converted (close) ) Link = dashboard.
