Customizing the sales process dashboard

Customizing the number of levels and tile content on the node map enhances clarity and control so sales process managers can focus on relevant data and navigate more easily through complex sales processes.

• Customize hierarchical node map levels for Lead-to-Cash Process Management
  Customize the number of node levels to display in the Lead-to-Cash Process Management hierarchical node map visualization.
• Customize details displayed on node map tiles using a decision table
  Customize the details displayed on the node map tiles in the Lead-to-Cash Process Management using Decision Tables.
• Customize Tasks tab views using EVAM
  Customize the sales entities from which the tasks are displayed, icon and fields that are displayed on each task tile, and create custom options to filter and view consolidated tasks on the sales process dashboard in Lead-to-Cash Process Management using Entity View Action Mapping (EVAM).

Related concepts

• Lead-to-Cash Process Management
• Using Lead-to-Cash Process Management