The Resource Hero Dashboard

The Resource Hero Dashboard allows you to see and edit all of your assignments in one view.

The Resource Hero Dashboard
The Resource Hero Dashboard

Use the Object and List View dropdowns to control which records are displayed.  For example, selecting Opportunity from the Object drop-down and then Opportunities Closed This Week from the List View dropdown will let you see all assignments related to your Opportunity records that have closed this week.

You can access all public and private list views for any object that is configured to work with Resource Hero.

The Resource Hero Dashboard List View dropdown
The List View dropdown

Use the Fields drop-down to easily switch between Forecast and Actuals

The Resource Hero Dashboard Fields dropdown
The Fields dropdown

Related Support Posts:

Ready to get started?

Schedule a call to see if Resource Hero is right for you

Book now