Use this guide to understand how the CRM dashboard in Mercury Nexus helps you manage your day-to-day work more efficiently. The dashboard brings together your tasks, opportunities, reports, and quick actions so you can stay organised and act quickly.
Accessing the CRM dashboard
The CRM dashboard is the home screen when you open CRM in Mercury Nexus. From here, you can:
Review upcoming and overdue tasks
Access recent and workspace opportunities
View pinned reports
Launch common actions without navigating away
Managing tasks from the dashboard
The Tasks section shows outstanding tasks where you are the delegate from the last 15 days. A maximum of 25 tasks display, ordered by due date.
Tasks use a traffic light colour system:
Green: due today
Yellow to red: overdue, with colour deepening the longer the task is overdue
Note
Outstanding tasks older than 15 days do not appear on the dashboard.
From the dashboard, you can:
Select the radio button to mark a task as complete
Click the due date to update it
Open a linked opportunity using the quick-view slider to see basic details
Viewing opportunities
The Opportunities section is split into two tabs:
Recent opportunities: displayed by most recently accessed
My workspace opportunities: opportunities you have added to My Workspace
From the dashboard, you can:
Click the opportunity name to open the quick-view slider and view basic information
Double-click the opportunity name to open the full opportunity in a new tab
Using pinned reports
You can pin key reports to your dashboard for quick access, including:
Sales funnel reports
Business statistics
Settlement reports
To pin a report, select Pin to dashboard within the report. Once enabled, the report automatically appears on your dashboard.
Tip
For the best experience, create at least one saved view before pinning a report. If multiple saved views exist, use the drop-down in the top-right of the report tile to switch views.
Launching quick actions
Quick actions let you start common tasks directly from the dashboard. Select the action from the top menu and it will open in a new tab.
Available quick actions include:
Opportunity
Person
Task
Document request
Funding position
Borrowing capacity
Product comparison
Asset finance invoice
Asset deal notified
Need help?
If you need help using the CRM dashboard in Mercury Nexus, contact your Partnership Manager or email [email protected].