Sales Intelligence Dashboards Sort Order by Plan

Dashboards in SI have different sort orders depending on plan. These sort orders are detailed below:

Enterprise and Enterprise Lite Plans

Accounts Dashboard

1. Main order is descending based on Temperature.

2. Second level order is descending based on Last Sales Activity (Account).

3. Third level order is ascending based on Last 6QA.

4. Fourth level order is descending based on Intent Score.

People Dashboard

1. Main order is descending based on Engagement Trend (Person).

2. Second level order is descending based on Temperature.

3. Third level order is descending based on Last Sales Activity (Person).

Recent Activities Dashboard

1. Main order is descending based on Activity Date.

2. Second level order is descending based on Temperature.

3. Third level order is descending based on Intent Score.

Recommended Actions Dashboard

1. Main order is descending based on Temperature.

2. Second level order is ascending based on Last 6QA.

3. Third level order is descending based on Intent Score.

Growth Plan

Accounts Dashboard

1. Main order is descending based on Temperature.

2. Second level order is descending based on Last Sales Activity (Account).

Recent Activities Dashboard

1. Main order is descending based on Activity Date.

2. Second level order is descending based on Temperature.

Team Plan

Accounts Dashboard

1. Main order is descending based on Temperature.

2. Second level order is descending based on the 6QA frequency, CRM frequency, and segment/campaign frequency.