Fun with Dashboards in Deltek Vantagepoint

Unlock the full potential of Deltek Vantagepoint dashboards in just 15 minutes! Our CRM Consultant, Wesley Witsken, showcases some of the exciting ways he's been helping clients get more out of their dashboards. In this succinct mini-demo, you'll discover: 

  1. How to use Memo Dashparts for marketing updates company wide.

  2. The power of calculated fields with conditional formatting to dynamically display deadlines.

  3. Techniques for using calculated fields to group and sort data on multiple levels. For example, displaying Monetary Hit Rate by Project Type.

  4. More techniques to use calculated fields to display data without changing backend lists and labels. For example, displaying “marketing” wins with “accounting” wins even without changing the Stage Step to Won. 


Don't miss this opportunity to learn quick, actionable tips that you can implement right away! 

 
Wesley_Witsken Circle

Presenters:

Wesley Witsken, Consultant

 
 
 
 
 
 
 
 
 
 
 
*Demonstration is performed in Deltek Vantagepoint 7.0.

Make sure to check out all the demos in the Powering Project Success with Deltek Vantagepoint series.