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Carrot CRM – My Dashboard

johnpatrick   Written by johnpatrick    Last updated on

My Profile is a collective information dashboard that shows your Actions Timeline and your Scorecard.

This is a read-only dashboard designed to give you a big-picture look at what you may want to track and/or are responsible to manage.

View My Profile Overview

  1. Click your Profile Picture
  2. Select My Dashboard
  3. My Actions Due shows the number of Actions you have across all Teams you have access tothat are overdue, due today, and what the next 6 days look like
  4. Opportunity Status shows the status of the opportunities assigned to you.

5. My Daily Scorecard tracks your performance based on completed actions, speed to lead, etc. This is a personal dashboard that other team members will not see. The collective scorecard of every team member can be viewed in the Employee Scorecard.

6. Click ⋮ the three-dot icon to filter My Scorecard by date